Purchases and Sales Made in Q2 2025 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 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
Jul 11, 2025 Q2 2025
Wealth Management Partners, LLC

BUY
 -
1.05K
+ 37.63%
$393K - $460K
3.82K $1.76M
Aug 14, 2025 Q2 2025
Money Concepts Capital Corp

BUY
 -
1.04K
+ 25.53%
$390K - $456K
5.09K $2.35M
Aug 05, 2025 Q2 2025
Fourth Dimension Wealth, LLC

Middleburg Heights, OH
BUY
 -
1.02K
+ 6.3%
$383K - $448K
17.2K $7.92M
Jul 29, 2025 Q2 2025
Calamos Wealth Management LLC

BUY
 -
1K
New
$377K - $441K
1K $462K
Aug 13, 2025 Q2 2025
Sassicaia Capital Advisers LLC

Jericho, NY
BUY
 -
1K
New
$376K - $441K
1K $461K
Aug 13, 2025 Q2 2025
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
998
+ 5.65%
$376K - $440K
18.6K $8.6M
Aug 07, 2025 Q2 2025
Pinnacle Holdings, LLC

Tulsa, OK
BUY
 -
939
+ 3.81%
$354K - $414K
25.6K $11.8M
Jul 23, 2025 Q2 2025
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
914
+ 24.14%
$344K - $403K
4.7K $2.17M
Aug 04, 2025 Q2 2025
Leeward Financial Partners, LLC

BUY
 -
905
New
$341K - $399K
905 $417K
Jul 25, 2025 Q2 2025
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
888
+ 2.44%
$334K - $391K
37.3K $17.2M
Jul 31, 2025 Q2 2025
Vaughan David Investments LLC

Peoria, IL
BUY
 -
825
New
$311K - $364K
825 $381K
Aug 14, 2025 Q2 2025
Toroso Investments, LLC

Massapequa, NY
BUY
 -
823
+ 91.65%
$310K - $363K
1.72K $794K
Aug 07, 2025 Q2 2025
Evoke Wealth, LLC

BUY
 -
798
+ 26.68%
$300K - $352K
3.79K $1.75M
Jul 23, 2025 Q2 2025
Leo Wealth, LLC

Hurst, TX
BUY
 -
792
+ 20.37%
$298K - $349K
4.68K $2.16M
Jul 29, 2025 Q2 2025
Stratos Wealth Advisors, LLC

BUY
 -
783
+ 3.39%
$295K - $345K
23.9K $11M
Aug 11, 2025 Q2 2025
Guidance Point Advisors, LLC

BUY
 -
775
+ 160.79%
$292K - $342K
1.26K $580K
Aug 07, 2025 Q2 2025
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
772
+ 15.51%
$291K - $340K
5.75K $2.65M
Aug 12, 2025 Q2 2025
Bokf, Na

Tulsa, OK
BUY
 -
765
New
$288K - $337K
765 $353K
Jul 10, 2025 Q2 2025
Sumitomo Mitsui Ds Asset Management Company, LTD

BUY
 -
754
+ 25.7%
$284K - $332K
3.69K $1.7M
Jul 15, 2025 Q2 2025
Spectrum Planning & Advisory Services Inc.

BUY
 -
749
New
$282K - $330K
749 $345K
Jul 23, 2025 Q2 2025
Valmark Advisers, Inc.

BUY
 -
730
+ 24.95%
$275K - $322K
3.66K $1.69M
Jul 28, 2025 Q2 2025
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
725
+ 82.95%
$273K - $319K
1.6K $738K
Aug 08, 2025 Q2 2025
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
724
+ 306.78%
$273K - $319K
960 $443K
Jul 09, 2025 Q2 2025
Sovran Advisors, LLC

San Diego, CA
BUY
 -
722
+ 106.96%
$272K - $318K
1.4K $644K
Aug 14, 2025 Q2 2025
Coastal Bridge Advisors, LLC

BUY
 -
719
New
$271K - $317K
719 $332K
Jul 22, 2025 Q2 2025
Valeo Financial Advisors, LLC

BUY
 -
713
+ 37.43%
$268K - $314K
2.62K $1.21M
Aug 12, 2025 Q2 2025
Boreal Capital Management LLC

Miami, FL
BUY
 -
710
New
$267K - $313K
710 $327K
Jul 29, 2025 Q2 2025
Silver Oak Wealth Management LLC

Edina, MN
BUY
 -
706
New
$266K - $311K
706 $326K
Jul 17, 2025 Q2 2025
Catalytic Wealth Ria, LLC

Cambridge, MA
BUY
 -
705
New
$265K - $311K
705 $325K
Aug 07, 2025 Q2 2025
Laffer Tengler Investments

Nashville, TN
BUY
 -
700
New
$264K - $308K
700 $323K
Aug 13, 2025 Q2 2025
Annandale Capital, LLC

Dallas, TX
BUY
 -
698
New
$263K - $308K
698 $322K
Jul 08, 2025 Q2 2025
Melone Private Wealth, LLC

BUY
 -
697
+ 2.52%
$262K - $307K
28.4K $13.1M
Jul 10, 2025 Q2 2025
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
690
+ 6.7%
$260K - $304K
11K $5.07M
Aug 06, 2025 Q2 2025
Atlantic Union Bankshares Corp

BUY
 -
682
New
$257K - $301K
682 $315K
Sep 04, 2025 Q2 2025
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
677
+ 0.29%
$255K - $298K
238K $110M
Aug 13, 2025 Q2 2025
First Trust Advisors LP

Wheaton, IL
BUY
 -
671
+ 68.54%
$253K - $296K
1.65K $761K
Aug 11, 2025 Q2 2025
Independent Advisor Alliance

BUY
 -
669
New
$252K - $295K
669 $309K
Jul 30, 2025 Q2 2025
Chokshi & Queen Wealth Advisors, Inc

San Diego, CA
BUY
 -
669
+ 36.3%
$252K - $295K
2.51K $1.16M
Aug 07, 2025 Q2 2025
Weil Company, Inc.

BUY
 -
666
New
$251K - $293K
666 $307K
Aug 01, 2025 Q2 2025
Brookwood Investment Group LLC

Phoenix, AZ
BUY
 -
657
+ 14.03%
$247K - $290K
5.34K $2.46M
Aug 14, 2025 Q2 2025
Murphy & Mullick Capital Management Corp

Smithtown, NY
BUY
 -
656
+ 232.62%
$247K - $289K
938 $433K
Jul 11, 2025 Q2 2025
Kapstone Financial Advisors LLC

Dayton, OH
BUY
 -
653
New
$246K - $288K
653 $301K
Jul 18, 2025 Q2 2025
Pure Financial Advisors, LLC

BUY
 -
650
New
$245K - $286K
650 $300K
Jul 30, 2025 Q2 2025
Guardian Asset Advisors, LLC

Mechanicsburg, PA
BUY
 -
648
+ 4.83%
$244K - $286K
14.1K $6.49M
Jul 16, 2025 Q2 2025
Marmo Financial Group, LLC

Johnson City, TN
BUY
 -
636
New
$239K - $280K
636 $293K
Aug 12, 2025 Q2 2025
Calton & Associates, Inc.

BUY
 -
630
New
$237K - $278K
630 $291K
Aug 13, 2025 Q2 2025
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
616
New
$232K - $271K
616 $284K
Jul 07, 2025 Q2 2025
Greenfield Savings Bank

BUY
 -
612
+ 9.16%
$230K - $270K
7.29K $3.36M
Aug 14, 2025 Q2 2025
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
605
+ 5.27%
$228K - $267K
12.1K $5.58M

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