Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Allie Family Office LLC
|
BUY
|
- |
287+ 1.97% |
$93.7K - $106K
|
14.8K
$6.44M
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
287+ 12.6% |
$93.7K - $106K
|
2.56K
$1.11M
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
281+ 1.56% |
$91.8K - $103K
|
18.3K
$7.96M
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
280+ 4.59% |
$91.4K - $103K
|
6.38K
$2.77M
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
280+ 4.38% |
$91.4K - $103K
|
6.67K
$2.9M
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
278+ 7.54% |
$90.8K - $102K
|
3.97K
$1.72M
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
275+ 34.38% |
$89.8K - $101K
|
1.08K
$467K
|
|
May 02, 2022
Q1 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
259+ 10.55% |
$84.6K - $95.3K
|
2.72K
$1.18M
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
253New |
$82.6K - $93.1K
|
253
$110K
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
250+ 13.53% |
$81.6K - $92K
|
2.1K
$911K
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
250+ 1.34% |
$81.6K - $92K
|
18.9K
$8.23M
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
245+ 18.15% |
$80K - $90.1K
|
1.6K
$693K
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
240+ 8.97% |
$78.4K - $88.3K
|
2.92K
$1.27M
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
229+ 1.19% |
$74.8K - $84.2K
|
19.4K
$8.44M
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
225+ 5.44% |
$73.5K - $82.8K
|
4.36K
$1.89M
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
213New |
$69.6K - $78.4K
|
213
$92.5K
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
205+ 28.43% |
$66.9K - $75.4K
|
926
$402K
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
202+ 14.41% |
$66K - $74.3K
|
1.6K
$696K
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
202+ 7.64% |
$66K - $74.3K
|
2.85K
$1.24M
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
201New |
$65.6K - $73.9K
|
201
$87.3K
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
200+ 18.07% |
$65.3K - $73.6K
|
1.31K
$567K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
190+ 7.63% |
$62K - $69.9K
|
2.68K
$1.16M
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
189+ 4.87% |
$61.7K - $69.5K
|
4.07K
$1.77M
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
180New |
$58.8K - $66.2K
|
180
$78.2K
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
171New |
$55.8K - $62.9K
|
171
$74.2K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
164+ 3.89% |
$53.6K - $60.3K
|
4.38K
$1.9M
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
152+ 9.84% |
$49.6K - $55.9K
|
1.7K
$736K
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
150New |
$49K - $55.2K
|
150
$65.1K
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
150+ 21.71% |
$49K - $55.2K
|
841
$365K
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
150+ 18.29% |
$49K - $55.2K
|
970
$421K
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
150+ 13.54% |
$49K - $55.2K
|
1.26K
$546K
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
148+ 19.73% |
$48.3K - $54.4K
|
898
$390K
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
146+ 5.59% |
$47.7K - $53.7K
|
2.76K
$1.2M
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
145+ 12.54% |
$47.3K - $53.3K
|
1.3K
$565K
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
143+ 9.14% |
$46.7K - $52.6K
|
1.71K
$742K
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
143+ 1.0% |
$46.7K - $52.6K
|
14.5K
$6.3M
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
137+ 11.56% |
$44.7K - $50.4K
|
1.32K
$574K
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
135+ 2.15% |
$44.1K - $49.7K
|
6.42K
$2.79M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
135+ 5.96% |
$44.1K - $49.7K
|
2.4K
$1.04M
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
131+ 13.03% |
$42.8K - $48.2K
|
1.14K
$493K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
129+ 47.08% |
$42.1K - $47.5K
|
403
$175K
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
122+ 2.92% |
$39.8K - $44.9K
|
4.3K
$1.87M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
113+ 0.39% |
$36.9K - $41.6K
|
28.9K
$12.6M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
112+ 5.14% |
$36.6K - $41.2K
|
2.29K
$995K
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
109+ 14.53% |
$35.6K - $40.1K
|
859
$373K
|
|
Apr 26, 2022
Q1 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
106+ 2.6% |
$34.6K - $39K
|
4.18K
$1.81M
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
103+ 5.73% |
$33.6K - $37.9K
|
1.9K
$825K
|
|
May 06, 2022
Q1 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
100+ 12.9% |
$32.7K - $36.8K
|
875
$380K
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
100+ 0.64% |
$32.7K - $36.8K
|
15.8K
$6.87M
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
99+ 1.57% |
$32.3K - $36.4K
|
6.42K
$2.79M
|