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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.11K+ 8.25% |
$455K - $499K
|
14.6K
$6.49M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.11K+ 6.84% |
$453K - $497K
|
17.3K
$7.69M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.08K+ 28.52% |
$441K - $485K
|
4.87K
$2.16M
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.05KNew |
$430K - $472K
|
1.05K
$467K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.05K+ 10.02% |
$428K - $469K
|
11.5K
$5.11M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.04K+ 77.61% |
$425K - $467K
|
2.38K
$1.06M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
971+ 4.4% |
$397K - $436K
|
23K
$10.2M
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
967+ 10.77% |
$395K - $434K
|
9.95K
$4.42M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
962+ 31.6% |
$393K - $432K
|
4.01K
$1.78M
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
962+ 4.39% |
$393K - $432K
|
22.9K
$10.2M
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
904+ 79.23% |
$370K - $406K
|
2.05K
$909K
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
900New |
$368K - $404K
|
900
$400K
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
900New |
$368K - $404K
|
900
$400K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
876+ 46.25% |
$358K - $393K
|
2.77K
$1.23M
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
871+ 143.97% |
$356K - $391K
|
1.48K
$656K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
864+ 4.49% |
$353K - $388K
|
20.1K
$8.93M
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
864+ 29.96% |
$353K - $388K
|
3.75K
$1.67M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
857+ 23.95% |
$350K - $385K
|
4.44K
$1.97M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
852+ 3.18% |
$348K - $382K
|
27.6K
$12.3M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
851+ 91.9% |
$348K - $382K
|
1.78K
$790K
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
850New |
$347K - $381K
|
850
$378K
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
811New |
$332K - $364K
|
811
$361K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
809+ 18.15% |
$331K - $363K
|
5.27K
$2.34M
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
790New |
$323K - $355K
|
790
$351K
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
778New |
$318K - $349K
|
778
$346K
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
777+ 13.92% |
$318K - $349K
|
6.36K
$2.83M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
773+ 29.77% |
$316K - $347K
|
3.37K
$1.5M
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
746+ 130.42% |
$305K - $335K
|
1.32K
$586K
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
744New |
$304K - $334K
|
744
$331K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
738+ 11.2% |
$302K - $331K
|
7.33K
$3.26M
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
BUY
|
- |
717New |
$293K - $322K
|
717
$319K
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
702+ 5.02% |
$287K - $315K
|
14.7K
$6.53M
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
690New |
$282K - $310K
|
690
$307K
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
687New |
$281K - $308K
|
687
$305K
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
685New |
$280K - $307K
|
685
$304K
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
673New |
$275K - $302K
|
673
$299K
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
641+ 7.26% |
$262K - $288K
|
9.47K
$4.21M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
597+ 0.74% |
$244K - $268K
|
81.4K
$36.2M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
594+ 49.79% |
$243K - $267K
|
1.79K
$794K
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
BUY
|
- |
590New |
$241K - $265K
|
590
$262K
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
590New |
$241K - $265K
|
590
$262K
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
576+ 13.08% |
$235K - $259K
|
4.98K
$2.21M
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
566New |
$231K - $254K
|
566
$252K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
558+ 2.12% |
$228K - $250K
|
26.9K
$12M
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
552New |
$226K - $248K
|
552
$245K
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
548New |
$224K - $246K
|
548
$244K
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
546New |
$223K - $245K
|
546
$243K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
545+ 10.49% |
$223K - $245K
|
5.74K
$2.55M
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
543New |
$222K - $244K
|
543
$241K
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
538New |
$220K - $241K
|
538
$239K
|