Purchases and Sales Made in Q2 2023 in Spdr Dow Jones Industrial Average ETF Trust (DIA)

DIA Quotes by TradingView

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 18, 2023 Q2 2023
Wealth Enhancement & Preservation Of Ga, LLC

Alpharetta, GA
BUY
 -
978
+ 9.67%
$321K - $337K
11.1K $4.82M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
945
+ 5.15%
$310K - $326K
19.3K $8.37M
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
906
+ 2.58%
$297K - $312K
36K $15.6M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
900
+ 33.28%
$295K - $310K
3.6K $1.56M
Jul 26, 2023 Q2 2023
National Bank Of Canada

BUY
 -
858
+ 2.44%
$281K - $296K
36.1K $15.7M
Aug 28, 2024 Q2 2023
Centennial Bank/Ar/

Conway, AR
BUY
 -
850
+ 50.0%
$279K - $293K
2.55K $1.11M
Jul 12, 2023 Q2 2023
Royal Fund Management, LLC

BUY
 -
840
+ 3.72%
$275K - $290K
23.4K $10.2M
Aug 02, 2023 Q2 2023
Narwhal Capital Management

BUY
 -
825
+ 8.04%
$270K - $284K
11.1K $4.81M
Aug 10, 2023 Q2 2023
Financial Partners Group, LLC

Gallatin, TN
BUY
 -
817
New
$268K - $282K
817 $355K
Jul 21, 2023 Q2 2023
Johnson Bixby & Associates, LLC

BUY
 -
809
+ 1.02%
$265K - $279K
80K $34.7M
Aug 11, 2023 Q2 2023
Northern Trust Corp

Chicago, IL
BUY
 -
782
+ 1.56%
$256K - $270K
50.9K $22.1M
Aug 11, 2023 Q2 2023
Harvest Investment Services, LLC

BUY
 -
765
+ 11.54%
$251K - $264K
7.39K $3.21M
Jul 25, 2023 Q2 2023
Cambridge Trust CO

Boston, MA
BUY
 -
763
+ 82.4%
$250K - $263K
1.69K $733K
Aug 14, 2023 Q2 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
751
New
$246K - $259K
751 $326K
Jul 17, 2023 Q2 2023
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
748
New
$245K - $258K
748 $325K
Aug 08, 2023 Q2 2023
L.M. Kohn & Company

BUY
 -
747
+ 68.91%
$245K - $258K
1.83K $795K
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
742
+ 24.89%
$243K - $256K
3.72K $1.62M
Aug 14, 2023 Q2 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
729
+ 12.19%
$239K - $251K
6.71K $2.91M
Jul 24, 2023 Q2 2023
Blue Square Asset Management, LLC

New York, NY
BUY
 -
715
New
$234K - $247K
715 $310K
Feb 14, 2024 Q2 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
705
+ 2.56%
$231K - $243K
28.2K $12.2M
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

BUY
 -
705
+ 2.46%
$231K - $243K
29.3K $12.7M
Jul 25, 2023 Q2 2023
Institute For Wealth Management, Llc.

BUY
 -
702
+ 19.84%
$230K - $242K
4.24K $1.84M
Aug 15, 2023 Q2 2023
First Citizens Bank & Trust CO

BUY
 -
696
New
$228K - $240K
696 $302K
Jul 12, 2023 Q2 2023
Shanker Valleau Wealth Advisors, Inc.

BUY
 -
690
New
$226K - $238K
690 $300K
Aug 14, 2023 Q2 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
689
+ 6.01%
$226K - $238K
12.2K $5.28M
Aug 14, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
670
+ 11.81%
$220K - $231K
6.35K $2.75M
Aug 11, 2023 Q2 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
670
New
$220K - $231K
670 $291K
Aug 11, 2023 Q2 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
669
+ 53.78%
$219K - $231K
1.91K $831K
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
664
New
$218K - $229K
664 $288K
Jul 12, 2023 Q2 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
659
New
$216K - $227K
659 $286K
Jul 21, 2023 Q2 2023
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
645
New
$211K - $222K
645 $280K
Feb 02, 2024 Q2 2023
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
643
+ 32.64%
$211K - $222K
2.61K $1.13M
Aug 09, 2023 Q2 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
632
New
$207K - $218K
632 $274K
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
623
+ 3.79%
$204K - $215K
17.1K $7.41M
Jul 21, 2023 Q2 2023
Kovack Advisors, Inc.

BUY
 -
615
+ 24.21%
$202K - $212K
3.16K $1.37M
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

BUY
 -
603
New
$198K - $208K
603 $262K
Aug 11, 2023 Q2 2023
Trustco Bank Corp N Y

Albany, NY
BUY
 -
602
New
$197K - $208K
602 $261K
Jul 20, 2023 Q2 2023
Pds Planning, Inc

BUY
 -
594
New
$195K - $205K
594 $258K
Aug 03, 2023 Q2 2023
Beacon Investment Advisors LLC

Gaithersburg, MD
BUY
 -
593
New
$194K - $204K
593 $257K
Jul 24, 2023 Q2 2023
Schrum Private Wealth Management LLC

BUY
 -
593
New
$194K - $204K
593 $257K
Aug 07, 2023 Q2 2023
Harfst & Associates, Inc.

BUY
 -
592
New
$194K - $204K
592 $257K
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
591
+ 16.0%
$194K - $204K
4.28K $1.86M
Aug 04, 2023 Q2 2023
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
590
New
$193K - $203K
590 $256K
Aug 14, 2023 Q2 2023
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
589
New
$193K - $203K
589 $256K
Aug 07, 2023 Q2 2023
Trinity Point Wealth, LLC

BUY
 -
585
New
$192K - $202K
585 $254K
Jul 24, 2023 Q2 2023
Carlson Capital Management

BUY
 -
585
New
$192K - $202K
585 $254K
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
583
New
$191K - $201K
583 $253K
Jul 20, 2023 Q2 2023
C2 C Wealth Management, LLC

BUY
 -
578
New
$189K - $199K
578 $251K
Jul 14, 2023 Q2 2023
Hall Private Wealth Advisors

BUY
 -
562
+ 16.75%
$184K - $194K
3.92K $1.7M

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