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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-819- 10.88% |
$268K - $282K
|
6.71K
$2.91M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-821- 5.77% |
$269K - $283K
|
13.4K
$5.82M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-835- 13.55% |
$274K - $288K
|
5.33K
$2.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-858- 23.74% |
$281K - $296K
|
2.76K
$1.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-942- 27.5% |
$309K - $325K
|
2.48K
$1.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-970- 21.56% |
$318K - $334K
|
3.53K
$1.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-985- 5.29% |
$323K - $340K
|
17.6K
$7.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1K- 2.76% |
$329K - $346K
|
35.3K
$15.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.02K- 41.68% |
$334K - $351K
|
1.43K
$619K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.03K- 2.65% |
$339K - $356K
|
37.9K
$16.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.09K- 5.3% |
$356K - $374K
|
19.4K
$8.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
SELL
|
- |
-1.1K- 3.38% |
$361K - $379K
|
31.4K
$13.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.2K- 23.98% |
$392K - $412K
|
3.79K
$1.64M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.2K- 64.1% |
$393K - $413K
|
671
$291K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-1.21K- 62.98% |
$398K - $418K
|
713
$310K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.29K- 9.46% |
$423K - $445K
|
12.4K
$5.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.31K- 5.23% |
$428K - $450K
|
23.7K
$10.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.34K- 37.71% |
$440K - $463K
|
2.22K
$963K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.37K- 14.39% |
$449K - $472K
|
8.15K
$3.54M
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.38K- 23.61% |
$453K - $476K
|
4.47K
$1.94M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.43K- 10.98% |
$467K - $491K
|
11.6K
$5.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1.43K- 40.79% |
$467K - $492K
|
2.07K
$899K
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.45K- 17.62% |
$475K - $500K
|
6.77K
$2.94M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.5K- 16.64% |
$493K - $519K
|
7.53K
$3.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.52K- 20.66% |
$497K - $522K
|
5.82K
$2.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.6K- 13.15% |
$525K - $552K
|
10.6K
$4.59M
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.61K- 0.69% |
$526K - $553K
|
232K
$101M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.67K- 6.71% |
$546K - $574K
|
23.2K
$10.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.72K- 4.98% |
$563K - $593K
|
32.8K
$14.2M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.75K- 7.55% |
$575K - $604K
|
21.5K
$9.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.8K- 27.13% |
$589K - $619K
|
4.83K
$2.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.8K- 18.15% |
$589K - $620K
|
8.11K
$3.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.86K- 6.81% |
$611K - $643K
|
25.5K
$11.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.95K- 31.42% |
$640K - $673K
|
4.26K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.01K- 25.87% |
$658K - $692K
|
5.76K
$2.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.03K- 7.18% |
$665K - $699K
|
26.2K
$11.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.17K- 47.08% |
$712K - $749K
|
2.44K
$1.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.2K- 18.61% |
$722K - $760K
|
9.64K
$4.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.22K- 5.18% |
$727K - $764K
|
40.6K
$17.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.3K- 5.54% |
$752K - $791K
|
39.2K
$17M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.33K- 25.45% |
$763K - $803K
|
6.82K
$2.96M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.41K- 1.52% |
$791K - $832K
|
156K
$67.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.51K- 77.7% |
$822K - $865K
|
720
$313K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.59KClosed |
$848K - $892K
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.68K- 2.14% |
$878K - $924K
|
123K
$53.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.71K- 13.48% |
$887K - $933K
|
17.4K
$7.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.72K- 65.96% |
$891K - $937K
|
1.4K
$609K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.74K- 48.8% |
$899K - $946K
|
2.88K
$1.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-2.94K- 3.57% |
$962K - $1.01M
|
79.2K
$34.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-2.94K- 55.43% |
$963K - $1.01M
|
2.36K
$1.03M
|