Purchases and Sales Made in Q2 2023 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 2023. 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 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-59- 3.1% |
$19.3K - $20.3K
|
1.85K
$801K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-60- 5.19% |
$19.7K - $20.7K
|
1.1K
$475K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-64- 0.67% |
$21K - $22.1K
|
9.45K
$4.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-68- 3.68% |
$22.3K - $23.4K
|
1.78K
$773K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-68- 6.67% |
$22.3K - $23.4K
|
951
$413K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-69- 0.72% |
$22.6K - $23.8K
|
9.47K
$4.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-73- 3.6% |
$23.9K - $25.2K
|
1.96K
$849K
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-73- 1.31% |
$23.9K - $25.2K
|
5.49K
$2.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-73- 1.37% |
$23.9K - $25.2K
|
5.26K
$2.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-75- 3.59% |
$24.6K - $25.9K
|
2.02K
$876K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-75- 17.05% |
$24.6K - $25.9K
|
365
$158K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-77- 4.44% |
$25.2K - $26.5K
|
1.66K
$719K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-77- 7.07% |
$25.2K - $26.5K
|
1.01K
$439K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-80- 0.83% |
$26.2K - $27.6K
|
9.51K
$4.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-82- 1.75% |
$26.9K - $28.3K
|
4.62K
$2M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-83- 12.12% |
$27.2K - $28.6K
|
602
$261K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-85- 4.72% |
$27.9K - $29.3K
|
1.72K
$745K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-86- 1.4% |
$28.2K - $29.7K
|
6.05K
$2.63M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-86- 9.79% |
$28.2K - $29.7K
|
792
$344K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-87- 4.26% |
$28.5K - $30K
|
1.96K
$850K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-87- 0.53% |
$28.5K - $30K
|
16.3K
$7.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-87- 0.95% |
$28.5K - $30K
|
9.1K
$3.95M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-88- 4.3% |
$28.8K - $30.3K
|
1.96K
$850K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-89- 8.11% |
$29.2K - $30.7K
|
1.01K
$438K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-90- 5.09% |
$29.5K - $31K
|
1.68K
$729K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-93- 0.56% |
$30.5K - $32.1K
|
16.5K
$7.15M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-96- 4.64% |
$31.5K - $33.1K
|
1.97K
$857K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-99- 7.16% |
$32.4K - $34.1K
|
1.28K
$557K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-100- 8.87% |
$32.8K - $34.5K
|
1.03K
$446K
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-100- 5.87% |
$32.8K - $34.5K
|
1.61K
$697K
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-100- 2.58% |
$32.8K - $34.5K
|
3.77K
$1.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-103- 0.28% |
$33.8K - $35.5K
|
36.1K
$15.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-108- 2.76% |
$35.4K - $37.2K
|
3.8K
$1.65M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-109- 2.04% |
$35.7K - $37.6K
|
5.24K
$2.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-110- 0.88% |
$36.1K - $37.9K
|
12.4K
$5.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-110- 6.63% |
$36.1K - $37.9K
|
1.55K
$673K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-111- 2.5% |
$36.4K - $38.3K
|
4.32K
$1.88M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-113- 3.21% |
$37K - $39K
|
3.41K
$1.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-114- 1.82% |
$37.4K - $39.3K
|
6.14K
$2.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-116- 2.37% |
$38K - $40K
|
4.78K
$2.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-121- 6.27% |
$39.7K - $41.7K
|
1.81K
$785K
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-121- 6.71% |
$39.7K - $41.7K
|
1.68K
$731K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-123- 10.86% |
$40.3K - $42.4K
|
1.01K
$439K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-124- 1.82% |
$40.6K - $42.8K
|
6.68K
$2.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-125- 9.48% |
$41K - $43.1K
|
1.19K
$518K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-128- 7.92% |
$42K - $44.1K
|
1.49K
$647K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-128- 7.92% |
$42K - $44.1K
|
1.49K
$647K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-130- 72.63% |
$42.6K - $44.8K
|
49
$21.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-134- 3.15% |
$43.9K - $46.2K
|
4.11K
$1.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-137- 14.07% |
$44.9K - $47.2K
|
837
$363K
|