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 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
81+ 1.9% |
$26.5K - $27.9K
|
4.35K
$1.89M
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
80+ 0.49% |
$26.2K - $27.6K
|
16.3K
$7.08M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
75+ 2.43% |
$24.6K - $25.9K
|
3.17K
$1.38M
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
71+ 3.17% |
$23.3K - $24.5K
|
2.31K
$1M
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
70+ 3500.0% |
$22.9K - $24.1K
|
72
$31.3K
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
65+ 0.52% |
$21.3K - $22.4K
|
12.5K
$5.42M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
62+ 0.16% |
$20.3K - $21.4K
|
38.8K
$16.8M
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
61+ 7.85% |
$20K - $21K
|
838
$364K
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
61+ 4.07% |
$20K - $21K
|
1.56K
$676K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
60+ 75.0% |
$19.7K - $20.7K
|
140
$60.8K
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
60+ 1.38% |
$19.7K - $20.7K
|
4.42K
$1.92M
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
58New |
$19K - $20K
|
58
$25.2K
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
58+ 86.57% |
$19K - $20K
|
125
$54.3K
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
BUY
|
- |
57+ 0.23% |
$18.7K - $19.7K
|
24.4K
$10.6M
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
57+ 6.4% |
$18.7K - $19.7K
|
947
$411K
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
56+ 2.69% |
$18.4K - $19.3K
|
2.14K
$927K
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
56+ 2.25% |
$18.4K - $19.3K
|
2.55K
$1.11M
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
53+ 2.11% |
$17.4K - $18.3K
|
2.56K
$1.11M
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
52+ 1.07% |
$17K - $17.9K
|
4.93K
$2.14M
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
52+ 6.21% |
$17K - $17.9K
|
890
$386K
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
52+ 0.8% |
$17K - $17.9K
|
6.52K
$2.83M
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
50+ 73.53% |
$16.4K - $17.2K
|
118
$51.2K
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
45+ 4.05% |
$14.7K - $15.5K
|
1.16K
$502K
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
45+ 8.27% |
$14.7K - $15.5K
|
589
$256K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
45+ 281.25% |
$14.7K - $15.5K
|
61
$26.5K
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
40+ 5.97% |
$13.1K - $13.8K
|
710
$308K
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
40+ 80.0% |
$13.1K - $13.8K
|
90
$39.1K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
40New |
$13.1K - $13.8K
|
40
$17.4K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
39+ 5.31% |
$12.8K - $13.4K
|
774
$336K
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
35+ 3.12% |
$11.5K - $12.1K
|
1.16K
$503K
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
32+ 0.1% |
$10.5K - $11K
|
33.4K
$14.5M
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
30+ 35.29% |
$9.83K - $10.3K
|
115
$49.9K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
30New |
$9.83K - $10.3K
|
30
$13K
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
30+ 35.29% |
$9.83K - $10.3K
|
115
$49.9K
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
28+ 0.64% |
$9.18K - $9.65K
|
4.42K
$1.92M
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
25+ 0.17% |
$8.19K - $8.62K
|
14.9K
$6.49M
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
25+ 18.66% |
$8.19K - $8.62K
|
159
$69K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
21+ 6.29% |
$6.88K - $7.24K
|
355
$154K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
21New |
$6.88K - $7.24K
|
21
$9.12K
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
20+ 1.47% |
$6.56K - $6.9K
|
1.39K
$601K
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
20+ 0.51% |
$6.56K - $6.9K
|
3.93K
$1.71M
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
19+ 2.5% |
$6.23K - $6.55K
|
780
$339K
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19+ 0.74% |
$6.23K - $6.55K
|
2.6K
$1.13M
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
18+ 1.53% |
$5.9K - $6.21K
|
1.19K
$518K
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
18+ 1.03% |
$5.9K - $6.21K
|
1.76K
$766K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18+ 0.36% |
$5.9K - $6.21K
|
5.02K
$2.18M
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
17+ 2.64% |
$5.57K - $5.86K
|
662
$287K
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
17+ 0.24% |
$5.57K - $5.86K
|
7.03K
$3.05M
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
17+ 0.53% |
$5.57K - $5.86K
|
3.25K
$1.41M
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
16+ 0.54% |
$5.24K - $5.52K
|
3.01K
$1.3M
|