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 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
454New |
$171K - $200K
|
454
$209K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
438+ 9.16% |
$165K - $193K
|
5.22K
$2.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
BUY
|
- |
391+ 54.53% |
$147K - $172K
|
1.11K
$511K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
391+ 29.18% |
$147K - $172K
|
1.73K
$798K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
387+ 21.9% |
$146K - $171K
|
2.15K
$994K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
383+ 3.45% |
$144K - $169K
|
11.5K
$5.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
374+ 9.91% |
$141K - $165K
|
4.15K
$1.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
370New |
$139K - $163K
|
370
$171K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
367+ 9.83% |
$138K - $162K
|
4.1K
$1.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
354+ 28.73% |
$133K - $156K
|
1.59K
$732K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
353+ 8.78% |
$133K - $156K
|
4.37K
$2.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
350+ 18.32% |
$132K - $154K
|
2.26K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
348+ 39.15% |
$131K - $153K
|
1.24K
$571K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
342+ 26.19% |
$129K - $151K
|
1.65K
$760K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
341+ 4.57% |
$128K - $150K
|
7.81K
$3.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
332+ 39.9% |
$125K - $146K
|
1.16K
$537K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
330+ 4.98% |
$124K - $145K
|
6.96K
$3.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
329+ 0.92% |
$124K - $145K
|
36K
$16.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
323New |
$122K - $142K
|
323
$149K
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
317+ 40.75% |
$119K - $140K
|
1.1K
$505K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
314+ 104.67% |
$118K - $138K
|
614
$283K
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
311+ 41.41% |
$117K - $137K
|
1.06K
$490K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
300New |
$113K - $132K
|
300
$138K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
300+ 48.54% |
$113K - $132K
|
918
$423K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
295+ 1.17% |
$111K - $130K
|
25.5K
$11.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Ashford Advisors, LLC
|
BUY
|
- |
293+ 7.32% |
$110K - $129K
|
4.29K
$1.98M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
288+ 4.12% |
$108K - $127K
|
7.28K
$3.36M
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
282+ 42.47% |
$106K - $124K
|
946
$436K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
281+ 20.94% |
$106K - $124K
|
1.62K
$749K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
BUY
|
- |
280+ 56.0% |
$105K - $123K
|
780
$360K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
276+ 17.15% |
$104K - $122K
|
1.89K
$869K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
267+ 1.11% |
$101K - $118K
|
24.3K
$11.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
266+ 8.86% |
$100K - $117K
|
3.27K
$1.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
265+ 1.48% |
$99.8K - $117K
|
18.1K
$8.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
261+ 34.8% |
$98.3K - $115K
|
1.01K
$466K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
259+ 15.9% |
$97.5K - $114K
|
1.89K
$871K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
256+ 5.64% |
$96.4K - $113K
|
4.8K
$2.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
253+ 5.22% |
$95.2K - $111K
|
5.1K
$2.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
240+ 7.24% |
$90.4K - $106K
|
3.56K
$1.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
236+ 6.54% |
$88.8K - $104K
|
3.84K
$1.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
233+ 10.03% |
$87.7K - $103K
|
2.56K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
228+ 2.3% |
$85.8K - $100K
|
10.1K
$4.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
227+ 1.53% |
$85.5K - $100K
|
15.1K
$6.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
227New |
$85.5K - $100K
|
227
$105K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
214+ 9.9% |
$80.6K - $94.3K
|
2.38K
$1.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
205+ 38.68% |
$77.2K - $90.3K
|
735
$339K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
201+ 17.66% |
$75.7K - $88.6K
|
1.34K
$618K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
201+ 20.1% |
$75.7K - $88.6K
|
1.2K
$554K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
200+ 39.68% |
$75.3K - $88.1K
|
704
$325K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
198+ 7.58% |
$74.5K - $87.2K
|
2.81K
$1.3M
|