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
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
561New |
$184K - $193K
|
561
$244K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
549+ 9.74% |
$180K - $189K
|
6.19K
$2.69M
|
|
|
Jul 31, 2023
Q2 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
515+ 0.33% |
$169K - $178K
|
158K
$68.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
515+ 82.4% |
$169K - $178K
|
1.14K
$495K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
504New |
$165K - $174K
|
504
$219K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
503+ 1.4% |
$165K - $173K
|
36.3K
$15.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
500+ 68.49% |
$164K - $172K
|
1.23K
$534K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
487+ 13.1% |
$160K - $168K
|
4.21K
$1.83M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
470+ 324.14% |
$154K - $162K
|
615
$267K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
458New |
$150K - $158K
|
458
$199K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
455+ 15.64% |
$149K - $157K
|
3.36K
$1.46M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
435+ 1.58% |
$143K - $150K
|
27.9K
$12.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
422+ 50.72% |
$138K - $145K
|
1.25K
$544K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
414+ 16.77% |
$136K - $143K
|
2.88K
$1.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
409+ 0.78% |
$134K - $141K
|
53K
$23M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
402+ 0.59% |
$132K - $139K
|
68.6K
$29.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
400+ 57.14% |
$131K - $138K
|
1.1K
$478K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
387+ 1.65% |
$127K - $133K
|
23.8K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
381+ 4.36% |
$125K - $131K
|
9.11K
$3.96M
|
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
376New |
$123K - $130K
|
376
$163K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
375+ 1.43% |
$123K - $129K
|
26.5K
$11.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
353+ 31.66% |
$116K - $122K
|
1.47K
$637K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
351+ 14.85% |
$115K - $121K
|
2.72K
$1.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
340+ 13.43% |
$111K - $117K
|
2.87K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
335+ 4.76% |
$110K - $115K
|
7.38K
$3.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
317+ 14.6% |
$104K - $109K
|
2.49K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
316+ 10.35% |
$104K - $109K
|
3.37K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
316New |
$104K - $109K
|
316
$137K
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
303+ 10.66% |
$99.3K - $104K
|
3.15K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
300New |
$98.3K - $103K
|
300
$130K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
299+ 6.84% |
$98K - $103K
|
4.67K
$2.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
297+ 29.15% |
$97.3K - $102K
|
1.32K
$571K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
290+ 14.46% |
$95K - $100K
|
2.3K
$996K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
281+ 1.41% |
$92.1K - $96.9K
|
20.1K
$8.75M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
275+ 4.35% |
$90.1K - $94.8K
|
6.6K
$2.86M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
271+ 6.79% |
$88.8K - $93.4K
|
4.26K
$1.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
252+ 25.43% |
$82.6K - $86.9K
|
1.24K
$540K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
250+ 5.31% |
$81.9K - $86.2K
|
4.96K
$2.15M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
250+ 5.31% |
$81.9K - $86.2K
|
4.96K
$2.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
232+ 1.68% |
$76K - $80K
|
14.1K
$6.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
232+ 4.86% |
$76K - $80K
|
5.01K
$2.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
230+ 38.33% |
$75.4K - $79.3K
|
830
$360K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
230+ 6.71% |
$75.4K - $79.3K
|
3.66K
$1.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
229+ 37.48% |
$75.1K - $79K
|
840
$365K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
226+ 46.99% |
$74.1K - $77.9K
|
707
$307K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
226+ 46.99% |
$74.1K - $77.9K
|
707
$307K
|
|
|
Jul 13, 2023
Q2 2023
|
Bay Rivers Group
|
BUY
|
- |
222+ 1.89% |
$72.8K - $76.5K
|
12K
$5.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
218+ 0.46% |
$71.4K - $75.2K
|
47.9K
$20.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
214+ 21.15% |
$70.1K - $73.8K
|
1.23K
$532K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
211+ 33.02% |
$69.2K - $72.7K
|
850
$369K
|