Institutional Ownership Spdr Dow Jones Industrial Average ETF Trust (DIA)
This table provides information about the institutional ownership of Spdr Dow Jones Industrial Average ETF Trust (DIA). We have compiled data on the 1,475 institutions that hold shares in the stock, with a total of 33.7 Million shares, which have been reported (via 13F filing form) to have a value of $15.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
454
shares
|
$209,412
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
450
shares
|
$207,567
0.05% of portfolio
|
Q1 2025
Added 177.78%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
424
shares
|
$195,574
0.07% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
422
shares
|
$194,651
0.01% of portfolio
|
Q2 2025
Added 66.8%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
421
shares
|
$194,190
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
415
shares
|
$191,422
0.0% of portfolio
|
Q4 2024
Added 72.77%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
411
shares
|
$189,577
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
410
shares
|
$189,116
0.03% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
409
shares
|
$188,655
0.01% of portfolio
|
Q4 2023
Added 64.92%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
405
shares
|
$186,810
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
402
shares
|
$185,426
0.01% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
400
shares
|
$184,504
0.07% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
390
shares
|
$179,891
0.04% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
387
shares
|
$178,507
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
385
shares
|
$177,585
0.0% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
380
shares
|
$175,278
0.01% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
379
shares
|
$174,817
0.09% of portfolio
|
Q2 2025
Reduced 28.36%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
379
shares
|
$174,817
0.01% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
374
shares
|
$172,511
0.06% of portfolio
|
Q4 2024
Reduced 38.08%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
370
shares
|
$170,666
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
365
shares
|
$168,359
0.01% of portfolio
|
Q2 2025
Added 30.36%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
356
shares
|
$164,208
0.02% of portfolio
|
Q2 2025
Reduced 12.32%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
350
shares
|
$161,441
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
345
shares
|
$159,134
0.01% of portfolio
|
Q2 2024
Added 64.29%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
341
shares
|
$157,289
0.02% of portfolio
|
Q4 2024
Added 274.73%
|