Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-203- 10.98% |
$60.6K - $71.4K
|
1.65K
$714K
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-214- 14.54% |
$63.9K - $75.2K
|
1.26K
$546K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-215- 4.28% |
$64.2K - $75.6K
|
4.81K
$2.09M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-220- 1.98% |
$65.7K - $77.3K
|
10.9K
$4.72M
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-222- 21.72% |
$66.3K - $78K
|
800
$347K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-226- 3.96% |
$67.5K - $79.4K
|
5.48K
$2.38M
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-229- 11.39% |
$68.4K - $80.5K
|
1.78K
$773K
|
|
Aug 02, 2022
Q2 2022
|
Eagle Capital Management, LLC
|
SELL
|
- |
-231- 0.7% |
$69K - $81.2K
|
32.9K
$14.3M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-232- 5.11% |
$69.3K - $81.6K
|
4.31K
$1.87M
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-234- 1.24% |
$69.9K - $82.3K
|
18.7K
$8.12M
|
|
Aug 11, 2022
Q2 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-240- 2.64% |
$71.7K - $84.4K
|
8.86K
$3.85M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-240- 12.65% |
$71.7K - $84.4K
|
1.66K
$719K
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-245- 0.37% |
$73.2K - $86.1K
|
66.4K
$28.8M
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-249- 79.05% |
$74.4K - $87.5K
|
66
$28.7K
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-251- 25.98% |
$75K - $88.2K
|
715
$310K
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-254- 3.69% |
$75.9K - $89.3K
|
6.64K
$2.88M
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-257- 1.61% |
$76.8K - $90.3K
|
15.7K
$6.81M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-257- 1.18% |
$76.8K - $90.3K
|
21.5K
$9.32M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-260- 6.65% |
$77.7K - $91.4K
|
3.65K
$1.59M
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-264- 16.01% |
$78.9K - $92.8K
|
1.39K
$601K
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-269Closed |
$80.4K - $94.6K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-282- 9.29% |
$84.2K - $99.1K
|
2.75K
$1.2M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-283- 2.98% |
$84.5K - $99.5K
|
9.2K
$3.99M
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-284- 6.77% |
$84.8K - $99.8K
|
3.91K
$1.7M
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-291- 7.92% |
$86.9K - $102K
|
3.38K
$1.47M
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-313- 2.48% |
$93.5K - $110K
|
12.3K
$5.35M
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-317- 1.4% |
$94.7K - $111K
|
22.3K
$9.68M
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-318Closed |
$95K - $112K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-325- 15.49% |
$97.1K - $114K
|
1.77K
$770K
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-328- 21.97% |
$98K - $115K
|
1.17K
$506K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-333Closed |
$99.5K - $117K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-335- 7.64% |
$100K - $118K
|
4.05K
$1.76M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-337- 7.61% |
$101K - $118K
|
4.09K
$1.78M
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-350- 9.67% |
$105K - $123K
|
3.27K
$1.42M
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-355- 21.73% |
$106K - $125K
|
1.28K
$555K
|
|
Jul 12, 2022
Q2 2022
|
Bay Rivers Group
|
SELL
|
- |
-360- 2.99% |
$108K - $127K
|
11.7K
$5.07M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-395- 5.91% |
$118K - $139K
|
6.29K
$2.73M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-395- 19.71% |
$118K - $139K
|
1.61K
$699K
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-397- 0.82% |
$119K - $140K
|
47.8K
$20.8M
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-398- 6.7% |
$119K - $140K
|
5.54K
$2.4M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-400- 14.92% |
$119K - $141K
|
2.28K
$990K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-403Closed |
$120K - $142K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-407- 32.35% |
$122K - $143K
|
851
$369K
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-408- 1.5% |
$122K - $143K
|
26.9K
$11.7M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-409- 6.7% |
$122K - $144K
|
5.7K
$2.47M
|
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-414- 5.47% |
$124K - $146K
|
7.16K
$3.11M
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-415- 13.58% |
$124K - $146K
|
2.64K
$1.15M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-418- 17.4% |
$125K - $147K
|
1.98K
$861K
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-424- 2.31% |
$127K - $149K
|
17.9K
$7.78M
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-445- 32.36% |
$133K - $156K
|
930
$404K
|