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 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
60+ 7.19% |
$24.5K - $26.9K
|
894
$412K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
59+ 0.38% |
$24.1K - $26.5K
|
15.5K
$7.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
59New |
$24.1K - $26.5K
|
59
$27.2K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
58+ 6.23% |
$23.7K - $26K
|
989
$456K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
56+ 5.74% |
$22.9K - $25.1K
|
1.03K
$476K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
55New |
$22.5K - $24.7K
|
55
$25.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
55+ 1.42% |
$22.5K - $24.7K
|
3.94K
$1.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
53+ 1.55% |
$21.7K - $23.8K
|
3.47K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
52+ 2.34% |
$21.3K - $23.3K
|
2.28K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
51+ 0.84% |
$20.8K - $22.9K
|
6.15K
$2.84M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
51+ 9.85% |
$20.8K - $22.9K
|
569
$262K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 10.75% |
$20.4K - $22.4K
|
515
$238K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
50+ 1.38% |
$20.4K - $22.4K
|
3.67K
$1.69M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
47+ 0.56% |
$19.2K - $21.1K
|
8.46K
$3.9M
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
46+ 6.4% |
$18.8K - $20.6K
|
765
$353K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
44+ 0.78% |
$18K - $19.7K
|
5.71K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
40+ 0.78% |
$16.4K - $18K
|
5.18K
$2.39M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
40+ 0.87% |
$16.4K - $18K
|
4.63K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
40+ 4.26% |
$16.4K - $18K
|
979
$452K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
39+ 5.21% |
$15.9K - $17.5K
|
788
$363K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
36+ 0.1% |
$14.7K - $16.2K
|
35.7K
$16.5M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
36+ 5.47% |
$14.7K - $16.2K
|
694
$320K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
35+ 2.4% |
$14.3K - $15.7K
|
1.49K
$688K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
33+ 13.41% |
$13.5K - $14.8K
|
279
$129K
|
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
BUY
|
- |
31+ 0.38% |
$12.7K - $13.9K
|
8.2K
$3.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
30+ 1.46% |
$12.3K - $13.5K
|
2.08K
$960K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
30New |
$12.3K - $13.5K
|
30
$13.8K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
29+ 0.42% |
$11.9K - $13K
|
7K
$3.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
28+ 1.58% |
$11.4K - $12.6K
|
1.8K
$831K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
28+ 0.72% |
$11.4K - $12.6K
|
3.92K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
27+ 0.36% |
$11K - $12.1K
|
7.47K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
27+ 0.41% |
$11K - $12.1K
|
6.55K
$3.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
24+ 2.59% |
$9.81K - $10.8K
|
951
$439K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
22+ 0.65% |
$8.99K - $9.87K
|
3.38K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
22+ 0.21% |
$8.99K - $9.87K
|
10.3K
$4.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
21+ 0.54% |
$8.58K - $9.43K
|
3.92K
$1.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
21+ 0.47% |
$8.58K - $9.43K
|
4.5K
$2.08M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
20+ 2.24% |
$8.18K - $8.98K
|
912
$421K
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
20+ 10.75% |
$8.18K - $8.98K
|
206
$95K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
19+ 0.12% |
$7.77K - $8.53K
|
15.3K
$7.06M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
19+ 0.04% |
$7.77K - $8.53K
|
53.9K
$24.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
19+ 1.9% |
$7.77K - $8.53K
|
1.02K
$470K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.61% |
$7.77K - $8.53K
|
3.14K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17+ 0.1% |
$6.95K - $7.63K
|
17.7K
$8.14M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
16+ 2.66% |
$6.54K - $7.18K
|
617
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
16+ 0.42% |
$6.54K - $7.18K
|
3.79K
$1.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
16+ 3.16% |
$6.54K - $7.18K
|
523
$241K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
15+ 1.36% |
$6.13K - $6.73K
|
1.12K
$517K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
14+ 0.03% |
$5.72K - $6.28K
|
53.2K
$24.5M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
14+ 155.56% |
$5.72K - $6.28K
|
23
$10.6K
|