Purchases and Sales Made in Q2 2025 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 2025. 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 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 1.1% |
$376 - $441
|
92
$42.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
BUY
|
- |
1+ 0.08% |
$376 - $441
|
1.18K
$544K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1+ 0.14% |
$376 - $441
|
726
$335K
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1+ 0.04% |
$376 - $441
|
2.26K
$1.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.09% |
$376 - $441
|
1.08K
$497K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1+ 0.07% |
$376 - $441
|
1.53K
$706K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1+ 0.05% |
$376 - $441
|
2.21K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.68% |
$376 - $441
|
147
$67.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1+ 0.12% |
$376 - $441
|
868
$400K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1+ 0.06% |
$376 - $441
|
1.6K
$738K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 3.13% |
$376 - $441
|
33
$15.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.02% |
$376 - $441
|
5.74K
$2.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.36% |
$376 - $441
|
276
$127K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.12% |
$376 - $441
|
858
$396K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1+ 0.15% |
$376 - $441
|
689
$318K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-1- 0.08% |
$376 - $441
|
1.21K
$560K
|
|
|
Jul 24, 2025
Q2 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-1- 0.05% |
$376 - $441
|
1.84K
$847K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1- 0.11% |
$376 - $441
|
929
$429K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1- 0.05% |
$376 - $441
|
1.84K
$848K
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-1- 0.12% |
$376 - $441
|
846
$390K
|
|
|
Jul 18, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-1Closed |
$376 - $441
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1- 0.06% |
$376 - $441
|
1.78K
$819K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1- 0.05% |
$376 - $441
|
1.99K
$919K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2- 0.22% |
$753 - $881
|
890
$411K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-3- 0.26% |
$1.13K - $1.32K
|
1.16K
$536K
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-3- 0.23% |
$1.13K - $1.32K
|
1.27K
$588K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3- 0.79% |
$1.13K - $1.32K
|
379
$175K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3- 0.12% |
$1.13K - $1.32K
|
2.61K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-3- 0.16% |
$1.13K - $1.32K
|
1.91K
$879K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-4- 6.78% |
$1.51K - $1.76K
|
55
$25.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4- 0.12% |
$1.51K - $1.76K
|
3.2K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-4- 0.61% |
$1.51K - $1.76K
|
655
$302K
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-5- 0.38% |
$1.88K - $2.2K
|
1.3K
$600K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5- 0.2% |
$1.88K - $2.2K
|
2.52K
$1.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-6- 0.4% |
$2.26K - $2.64K
|
1.49K
$689K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-6- 1.22% |
$2.26K - $2.64K
|
485
$224K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-7- 1.32% |
$2.64K - $3.08K
|
522
$241K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-7- 1.22% |
$2.64K - $3.08K
|
569
$262K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7- 0.83% |
$2.64K - $3.08K
|
840
$387K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-8- 1.11% |
$3.01K - $3.53K
|
713
$329K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-9- 0.74% |
$3.39K - $3.97K
|
1.2K
$555K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-9Closed |
$3.39K - $3.97K
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-10- 0.19% |
$3.76K - $4.41K
|
5.17K
$2.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-10- 0.06% |
$3.76K - $4.41K
|
17.5K
$8.06M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-10- 1.44% |
$3.76K - $4.41K
|
684
$316K
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-10- 0.48% |
$3.76K - $4.41K
|
2.09K
$962K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-11- 0.33% |
$4.14K - $4.85K
|
3.32K
$1.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-11- 0.28% |
$4.14K - $4.85K
|
3.98K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-11- 0.12% |
$4.14K - $4.85K
|
8.93K
$4.12M
|