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 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1+ 0.12% |
$327 - $368
|
822
$357K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.16% |
$327 - $368
|
624
$271K
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.37% |
$327 - $368
|
269
$117K
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$327 - $368
|
1.25K
$544K
|
|
|
Apr 12, 2022
Q1 2022
|
Grassi Investment Management
|
BUY
|
- |
1+ 0.07% |
$327 - $368
|
1.4K
$609K
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.26% |
$327 - $368
|
387
$168K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 7.69% |
$327 - $368
|
14
$6.08K
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.14% |
$327 - $368
|
725
$315K
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.16% |
$327 - $368
|
615
$267K
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1+ 0.12% |
$327 - $368
|
862
$374K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 0.34% |
$327 - $368
|
292
$127K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1+ 0.11% |
$327 - $368
|
875
$380K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.17% |
$327 - $368
|
601
$261K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.29% |
$327 - $368
|
340
$148K
|
|
|
Apr 21, 2022
Q1 2022
|
Benin Management Corp
|
SELL
|
- |
-1- 0.01% |
$327 - $368
|
12.2K
$5.31M
|
|
|
Apr 27, 2022
Q1 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1- 0.03% |
$327 - $368
|
3.56K
$1.54M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1- 0.14% |
$327 - $368
|
725
$315K
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
SELL
|
- |
-3- 0.02% |
$980 - $1.1K
|
15.5K
$6.73M
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5- 0.64% |
$1.63K - $1.84K
|
775
$336K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-5- 0.4% |
$1.63K - $1.84K
|
1.25K
$544K
|
|
|
Nov 14, 2024
Q1 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-5- 0.7% |
$1.63K - $1.84K
|
714
$310K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6- 12.5% |
$1.96K - $2.21K
|
42
$18.2K
|
|
|
May 05, 2022
Q1 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-6- -0.0% |
$1.96K - $2.21K
|
121K
$52.6M
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-7- 0.26% |
$2.29K - $2.58K
|
2.68K
$1.16M
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-7- 0.31% |
$2.29K - $2.58K
|
2.28K
$989K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-7- 0.71% |
$2.29K - $2.58K
|
981
$426K
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-9- 1.37% |
$2.94K - $3.31K
|
648
$281K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-10- 0.49% |
$3.27K - $3.68K
|
2.02K
$877K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-10Closed |
$3.27K - $3.68K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-10- 3.94% |
$3.27K - $3.68K
|
244
$106K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-10Closed |
$3.27K - $3.68K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-12- 1.11% |
$3.92K - $4.41K
|
1.07K
$464K
|
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-13- 0.65% |
$4.24K - $4.78K
|
1.97K
$856K
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-13- 1.02% |
$4.24K - $4.78K
|
1.27K
$549K
|
|
|
Dec 05, 2023
Q1 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-14- 0.36% |
$4.57K - $5.15K
|
3.88K
$1.69M
|
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-15- 0.97% |
$4.9K - $5.52K
|
1.53K
$662K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-15Closed |
$4.9K - $5.52K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-16Closed |
$5.22K - $5.89K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-18- 0.57% |
$5.88K - $6.62K
|
3.12K
$1.35M
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
SELL
|
- |
-18- 1.97% |
$5.88K - $6.62K
|
894
$388K
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-20- 1.39% |
$6.53K - $7.36K
|
1.42K
$617K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-20- 0.37% |
$6.53K - $7.36K
|
5.38K
$2.34M
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-20- 11.83% |
$6.53K - $7.36K
|
149
$64.7K
|
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-20- 0.95% |
$6.53K - $7.36K
|
2.09K
$907K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-20Closed |
$6.53K - $7.36K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-21- 0.46% |
$6.86K - $7.73K
|
4.51K
$1.96M
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-22- 1.51% |
$7.18K - $8.09K
|
1.43K
$622K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-23Closed |
$7.51K - $8.46K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-25- 3.05% |
$8.16K - $9.2K
|
796
$346K
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-25- 1.1% |
$8.16K - $9.2K
|
2.24K
$973K
|