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 |
---|---|---|---|---|---|---|---|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
806+ 27.12% |
$241K - $283K
|
3.78K
$1.64M
|
|
Aug 12, 2022
Q2 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
779+ 2.02% |
$233K - $274K
|
39.4K
$17.1M
|
|
Aug 11, 2022
Q2 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
750New |
$224K - $264K
|
750
$326K
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
748New |
$223K - $263K
|
748
$325K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
742+ 1.08% |
$222K - $261K
|
69.7K
$30.3M
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
739+ 7.52% |
$221K - $260K
|
10.6K
$4.59M
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
734New |
$219K - $258K
|
734
$319K
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
710New |
$212K - $250K
|
710
$308K
|
|
Aug 08, 2022
Q2 2022
|
Credit Agricole S A
|
BUY
|
- |
702+ 11.32% |
$210K - $247K
|
6.9K
$3M
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
700New |
$209K - $246K
|
700
$304K
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
693+ 2.38% |
$207K - $244K
|
29.8K
$13M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
681+ 1.2% |
$203K - $239K
|
57.4K
$24.9M
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
674New |
$201K - $237K
|
674
$293K
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
662New |
$198K - $233K
|
662
$287K
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
661+ 32.07% |
$197K - $232K
|
2.72K
$1.18M
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
657New |
$196K - $231K
|
657
$285K
|
|
Jul 14, 2022
Q2 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
625+ 3.77% |
$187K - $220K
|
17.2K
$7.48M
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
615+ 73.13% |
$184K - $216K
|
1.46K
$632K
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
555+ 10.42% |
$166K - $195K
|
5.88K
$2.55M
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
535+ 5.19% |
$160K - $188K
|
10.8K
$4.7M
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
528+ 17.98% |
$158K - $186K
|
3.46K
$1.5M
|
|
Jul 19, 2022
Q2 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
514+ 18.93% |
$154K - $181K
|
3.23K
$1.4M
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
505+ 72.14% |
$151K - $178K
|
1.21K
$523K
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
500+ 34.36% |
$149K - $176K
|
1.96K
$849K
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
500+ 9.47% |
$149K - $176K
|
5.78K
$2.51M
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
498+ 996.0% |
$149K - $175K
|
548
$238K
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
461+ 24.31% |
$138K - $162K
|
2.36K
$1.02M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
458+ 3.65% |
$137K - $161K
|
13K
$5.65M
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
447+ 74.13% |
$134K - $157K
|
1.05K
$456K
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
419+ 39.94% |
$125K - $147K
|
1.47K
$637K
|
|
Aug 09, 2022
Q2 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
386+ 74.81% |
$115K - $136K
|
902
$392K
|
|
Jul 13, 2022
Q2 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
379+ 0.63% |
$113K - $133K
|
61K
$26.5M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
374+ 6.15% |
$112K - $131K
|
6.45K
$2.8M
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
373+ 0.49% |
$111K - $131K
|
76K
$33M
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
371+ 9.47% |
$111K - $130K
|
4.29K
$1.86M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
363New |
$108K - $128K
|
363
$158K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
356+ 23.0% |
$106K - $125K
|
1.9K
$827K
|
|
Aug 12, 2022
Q2 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
335+ 11.9% |
$100K - $118K
|
3.15K
$1.37M
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
324+ 2.3% |
$96.8K - $114K
|
14.4K
$6.26M
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
315New |
$94.1K - $111K
|
315
$137K
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
312+ 8.39% |
$93.2K - $110K
|
4.03K
$1.75M
|
|
Aug 01, 2022
Q2 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
303+ 14.62% |
$90.5K - $107K
|
2.38K
$1.03M
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
293+ 30.87% |
$87.5K - $103K
|
1.24K
$539K
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
290+ 103.57% |
$86.6K - $102K
|
570
$247K
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
280+ 6.64% |
$83.6K - $98.4K
|
4.5K
$1.95M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
279+ 8.83% |
$83.3K - $98.1K
|
3.44K
$1.49M
|
|
Aug 08, 2022
Q2 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
269+ 3.39% |
$80.4K - $94.6K
|
8.2K
$3.56M
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
264+ 9.47% |
$78.9K - $92.8K
|
3.05K
$1.33M
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
253+ 11.11% |
$75.6K - $88.9K
|
2.53K
$1.1M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
250+ 0.52% |
$74.7K - $87.9K
|
47.9K
$20.8M
|