Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-59- 2.21% |
$24.1K - $26.5K
|
2.61K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-59- 0.44% |
$24.1K - $26.5K
|
13.3K
$6.11M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-60- 3.23% |
$24.5K - $26.9K
|
1.8K
$830K
|
|
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
SELL
|
- |
-60- 10.64% |
$24.5K - $26.9K
|
504
$232K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-62- 4.16% |
$25.3K - $27.8K
|
1.43K
$659K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-63- 17.36% |
$25.8K - $28.3K
|
300
$138K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-63- 51.64% |
$25.8K - $28.3K
|
59
$27.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-64- 7.14% |
$26.2K - $28.7K
|
832
$384K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-65- 3.28% |
$26.6K - $29.2K
|
1.92K
$883K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-66- 5.98% |
$27K - $29.6K
|
1.04K
$478K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-66- 0.17% |
$27K - $29.6K
|
39.6K
$18.2M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-67- 4.94% |
$27.4K - $30.1K
|
1.29K
$595K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-68- 2.72% |
$27.8K - $30.5K
|
2.44K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-68- 6.02% |
$27.8K - $30.5K
|
1.06K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-69- 0.78% |
$28.2K - $31K
|
8.75K
$4.04M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-69- 0.31% |
$28.2K - $31K
|
21.9K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-70- 0.61% |
$28.6K - $31.4K
|
11.4K
$5.27M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-70- 5.74% |
$28.6K - $31.4K
|
1.15K
$530K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-71- 4.53% |
$29K - $31.9K
|
1.5K
$691K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-75- 7.97% |
$30.7K - $33.7K
|
866
$399K
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-75- 4.71% |
$30.7K - $33.7K
|
1.52K
$700K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-75- 4.6% |
$30.7K - $33.7K
|
1.56K
$718K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-75- 5.43% |
$30.7K - $33.7K
|
1.31K
$602K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-78- 0.99% |
$31.9K - $35K
|
7.78K
$3.59M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-78- 1.97% |
$31.9K - $35K
|
3.89K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-79- 2.57% |
$32.3K - $35.5K
|
2.99K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-80- 0.33% |
$32.7K - $35.9K
|
24K
$11.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-82- 5.01% |
$33.5K - $36.8K
|
1.56K
$717K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-82- 0.62% |
$33.5K - $36.8K
|
13.1K
$6.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-84- 1.35% |
$34.3K - $37.7K
|
6.12K
$2.82M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-85- 1.76% |
$34.7K - $38.1K
|
4.75K
$2.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-88- 2.61% |
$36K - $39.5K
|
3.29K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
SELL
|
- |
-90- 8.14% |
$36.8K - $40.4K
|
1.02K
$468K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-90- 6.21% |
$36.8K - $40.4K
|
1.36K
$627K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-93- 13.21% |
$38K - $41.7K
|
611
$282K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-94- 12.1% |
$38.4K - $42.2K
|
683
$315K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-96- 13.52% |
$39.2K - $43.1K
|
614
$283K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-97- 3.87% |
$39.7K - $43.5K
|
2.41K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-99- 0.39% |
$40.5K - $44.4K
|
25.2K
$11.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-100- 6.14% |
$40.9K - $44.9K
|
1.53K
$705K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-100- 0.66% |
$40.9K - $44.9K
|
15K
$6.9M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-100- 9.03% |
$40.9K - $44.9K
|
1.01K
$465K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-102- 3.08% |
$41.7K - $45.8K
|
3.21K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-102- 5.93% |
$41.7K - $45.8K
|
1.62K
$747K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-105- 1.25% |
$42.9K - $47.1K
|
8.3K
$3.83M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-108- 0.92% |
$44.1K - $48.5K
|
11.6K
$5.34M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-108- 81.2% |
$44.1K - $48.5K
|
25
$11.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-110- 0.58% |
$45K - $49.4K
|
19K
$8.76M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-110- 0.74% |
$45K - $49.4K
|
14.8K
$6.8M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-111- 3.99% |
$45.4K - $49.8K
|
2.67K
$1.23M
|