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 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
202+ 1.05% |
$66.2K - $69.6K
|
19.4K
$8.41M
|
|
|
Jul 24, 2023
Q2 2023
|
Goodwin Daniel L
|
BUY
|
- |
200+ 2.86% |
$65.6K - $69K
|
7.2K
$3.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
195+ 16.6% |
$63.9K - $67.2K
|
1.37K
$595K
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
195+ 21.74% |
$63.9K - $67.2K
|
1.09K
$474K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
187+ 23.11% |
$61.3K - $64.5K
|
996
$432K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
180+ 8.26% |
$59K - $62.1K
|
2.36K
$1.02M
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
175+ 3.9% |
$57.4K - $60.3K
|
4.66K
$2.02M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
171New |
$56K - $59K
|
171
$74.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
169+ 16.22% |
$55.4K - $58.3K
|
1.21K
$526K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
169+ 60.36% |
$55.4K - $58.3K
|
449
$195K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
166+ 57.24% |
$54.4K - $57.2K
|
456
$198K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
162New |
$53.1K - $55.9K
|
162
$70.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
159+ 0.73% |
$52.1K - $54.8K
|
21.9K
$9.49M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
153+ 306.0% |
$50.1K - $52.7K
|
203
$88.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
152+ 5.51% |
$49.8K - $52.4K
|
2.91K
$1.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
150+ 4.09% |
$49.2K - $51.7K
|
3.82K
$1.66M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
141New |
$46.2K - $48.6K
|
141
$61.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
139+ 0.3% |
$45.6K - $47.9K
|
45.8K
$19.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
139+ 16.0% |
$45.6K - $47.9K
|
1.01K
$438K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
138+ 4.95% |
$45.2K - $47.6K
|
2.93K
$1.27M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
135+ 7.35% |
$44.2K - $46.5K
|
1.97K
$856K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
132+ 9.72% |
$43.3K - $45.5K
|
1.49K
$647K
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
131+ 0.21% |
$42.9K - $45.2K
|
61.4K
$26.6M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
128+ 492.31% |
$42K - $44.1K
|
154
$66.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
127+ 11.21% |
$41.6K - $43.8K
|
1.26K
$547K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
125+ 20.0% |
$41K - $43.1K
|
750
$326K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
125+ 15.94% |
$41K - $43.1K
|
909
$395K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
121+ 111.01% |
$39.7K - $41.7K
|
230
$99.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
117+ 7.1% |
$38.3K - $40.3K
|
1.77K
$767K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
114+ 4.21% |
$37.4K - $39.3K
|
2.82K
$1.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
111+ 1.58% |
$36.4K - $38.3K
|
7.15K
$3.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
110+ 5.37% |
$36.1K - $37.9K
|
2.16K
$937K
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
108+ 1.73% |
$35.4K - $37.2K
|
6.35K
$2.76M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
105+ 8.63% |
$34.4K - $36.2K
|
1.32K
$574K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
100+ 256.41% |
$32.8K - $34.5K
|
139
$60.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
100+ 1.88% |
$32.8K - $34.5K
|
5.42K
$2.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
100+ 6.63% |
$32.8K - $34.5K
|
1.61K
$698K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
100New |
$32.8K - $34.5K
|
100
$43.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
100New |
$32.8K - $34.5K
|
100
$43.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
100+ 0.6% |
$32.8K - $34.5K
|
16.9K
$7.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
99+ 10.08% |
$32.4K - $34.1K
|
1.08K
$469K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
93+ 10.58% |
$30.5K - $32.1K
|
972
$422K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
93+ 2.89% |
$30.5K - $32.1K
|
3.31K
$1.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
90New |
$29.5K - $31K
|
90
$39.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
89+ 2.44% |
$29.2K - $30.7K
|
3.74K
$1.63M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
88+ 10.03% |
$28.8K - $30.3K
|
965
$419K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
86+ 318.52% |
$28.2K - $29.7K
|
113
$49.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
86+ 1.71% |
$28.2K - $29.7K
|
5.12K
$2.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
82+ 30.83% |
$26.9K - $28.3K
|
348
$151K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
82+ 5.47% |
$26.9K - $28.3K
|
1.58K
$687K
|