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 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
132+ 4.96% |
$54K - $59.2K
|
2.79K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
131+ 4.98% |
$53.6K - $58.8K
|
2.76K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
128+ 4.02% |
$52.3K - $57.4K
|
3.32K
$1.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
BUY
|
- |
126New |
$51.5K - $56.6K
|
126
$58.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
125+ 12.48% |
$51.1K - $56.1K
|
1.13K
$520K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
122+ 5.87% |
$49.9K - $54.8K
|
2.2K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
120+ 16.0% |
$49.1K - $53.9K
|
870
$401K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
116+ 6.92% |
$47.4K - $52.1K
|
1.79K
$827K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
115New |
$47K - $51.6K
|
115
$53K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
112New |
$45.8K - $50.3K
|
112
$51.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
111+ 19.68% |
$45.4K - $49.8K
|
675
$311K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
110+ 6.11% |
$45K - $49.4K
|
1.91K
$881K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
106+ 2.78% |
$43.3K - $47.6K
|
3.92K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
106+ 16.04% |
$43.3K - $47.6K
|
767
$354K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
106+ 1.52% |
$43.3K - $47.6K
|
7.07K
$3.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
105+ 2.11% |
$42.9K - $47.1K
|
5.07K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
103+ 2.73% |
$42.1K - $46.2K
|
3.88K
$1.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
102+ 11.59% |
$41.7K - $45.8K
|
982
$453K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
102+ 1.47% |
$41.7K - $45.8K
|
7.04K
$3.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
100+ 3.36% |
$40.9K - $44.9K
|
3.08K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100+ 22.73% |
$40.9K - $44.9K
|
540
$249K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
100+ 2.03% |
$40.9K - $44.9K
|
5.04K
$2.32M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
99+ 15.18% |
$40.5K - $44.4K
|
751
$346K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
98+ 4.52% |
$40.1K - $44K
|
2.27K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
96+ 14.01% |
$39.2K - $43.1K
|
781
$360K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
94+ 11.24% |
$38.4K - $42.2K
|
930
$429K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
92New |
$37.6K - $41.3K
|
92
$42.4K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
91+ 131.88% |
$37.2K - $40.8K
|
160
$73.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
90+ 3.97% |
$36.8K - $40.4K
|
2.36K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
89+ 13.34% |
$36.4K - $39.9K
|
756
$349K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
87+ 4.14% |
$35.6K - $39K
|
2.19K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
84+ 3.23% |
$34.3K - $37.7K
|
2.68K
$1.24M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
83+ 12.65% |
$33.9K - $37.3K
|
739
$341K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
83+ 14.29% |
$33.9K - $37.3K
|
664
$306K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
82+ 9.87% |
$33.5K - $36.8K
|
913
$421K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
80New |
$32.7K - $35.9K
|
80
$36.9K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
77+ 0.97% |
$31.5K - $34.6K
|
8K
$3.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
76+ 0.25% |
$31.1K - $34.1K
|
30K
$13.8M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
75+ 4.45% |
$30.7K - $33.7K
|
1.76K
$812K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
70+ 15.12% |
$28.6K - $31.4K
|
533
$246K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
70+ 5.63% |
$28.6K - $31.4K
|
1.31K
$606K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
70+ 1.95% |
$28.6K - $31.4K
|
3.66K
$1.69M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
69+ 7.06% |
$28.2K - $31K
|
1.05K
$482K
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
66+ 0.55% |
$27K - $29.6K
|
12K
$5.55M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
65+ 29.95% |
$26.6K - $29.2K
|
282
$130K
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
65+ 3.16% |
$26.6K - $29.2K
|
2.12K
$977K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
65+ 0.77% |
$26.6K - $29.2K
|
8.46K
$3.9M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
65+ 7.06% |
$26.6K - $29.2K
|
986
$455K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
64+ 1.61% |
$26.2K - $28.7K
|
4.04K
$1.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
61+ 3.42% |
$24.9K - $27.4K
|
1.84K
$851K
|