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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
197+ 2.79% |
$74.2K - $86.8K
|
7.27K
$3.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
194+ 7.85% |
$73K - $85.5K
|
2.67K
$1.23M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
191+ 14.67% |
$71.9K - $84.2K
|
1.49K
$689K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
188+ 0.75% |
$70.8K - $82.8K
|
25.2K
$11.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
185New |
$69.6K - $81.5K
|
185
$85.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
183+ 4.95% |
$68.9K - $80.6K
|
3.88K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
177+ 0.91% |
$66.6K - $78K
|
19.7K
$9.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
172+ 0.91% |
$64.8K - $75.8K
|
19.2K
$8.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
170+ 1.87% |
$64K - $74.9K
|
9.28K
$4.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
169+ 66.8% |
$63.6K - $74.5K
|
422
$195K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
164+ 4.18% |
$61.7K - $72.3K
|
4.09K
$1.89M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
163+ 0.95% |
$61.4K - $71.8K
|
17.3K
$7.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
156+ 1.3% |
$58.7K - $68.7K
|
12.2K
$5.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
156+ 1.88% |
$58.7K - $68.7K
|
8.46K
$3.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
156+ 1.35% |
$58.7K - $68.7K
|
11.7K
$5.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
155+ 13.75% |
$58.4K - $68.3K
|
1.28K
$591K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
153New |
$57.6K - $67.4K
|
153
$70.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
151+ 4.19% |
$56.8K - $66.5K
|
3.75K
$1.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
151+ 28.07% |
$56.8K - $66.5K
|
689
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
150+ 18.23% |
$56.5K - $66.1K
|
973
$449K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
150+ 24.79% |
$56.5K - $66.1K
|
755
$348K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
150+ 48.08% |
$56.5K - $66.1K
|
462
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
147+ 2.99% |
$55.3K - $64.8K
|
5.07K
$2.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
142New |
$53.5K - $62.6K
|
142
$65.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
141+ 6.79% |
$53.1K - $62.1K
|
2.22K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
137+ 0.78% |
$51.6K - $60.4K
|
17.7K
$8.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
135+ 8.9% |
$50.8K - $59.5K
|
1.65K
$762K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
135+ 3.28% |
$50.8K - $59.5K
|
4.25K
$1.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
134+ 223.33% |
$50.4K - $59K
|
194
$89.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
132+ 3.09% |
$49.7K - $58.2K
|
4.4K
$2.03M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
132+ 29.8% |
$49.7K - $58.2K
|
575
$265K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
131+ 14.35% |
$49.3K - $57.7K
|
1.04K
$482K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
130+ 16.77% |
$48.9K - $57.3K
|
905
$417K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
128+ 5.57% |
$48.2K - $56.4K
|
2.43K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
128+ 0.78% |
$48.2K - $56.4K
|
16.5K
$7.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
121+ 17.54% |
$45.6K - $53.3K
|
811
$374K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
116+ 4.92% |
$43.7K - $51.1K
|
2.48K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
116+ 6.59% |
$43.7K - $51.1K
|
1.88K
$866K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
115+ 1.36% |
$43.3K - $50.7K
|
8.57K
$3.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
114+ 2.57% |
$42.9K - $50.2K
|
4.55K
$2.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
113+ 0.33% |
$42.5K - $49.8K
|
34.7K
$16M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
109+ 10.2% |
$41K - $48K
|
1.18K
$543K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
106+ 3.06% |
$39.9K - $46.7K
|
3.57K
$1.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
105+ 9.93% |
$39.5K - $46.3K
|
1.16K
$536K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
103+ 7.47% |
$38.8K - $45.4K
|
1.48K
$684K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
100New |
$37.6K - $44.1K
|
100
$46.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100+ 89.29% |
$37.6K - $44.1K
|
212
$97.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
100+ 6.18% |
$37.6K - $44.1K
|
1.72K
$793K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
100+ 15.97% |
$37.6K - $44.1K
|
726
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
99+ 0.68% |
$37.3K - $43.6K
|
14.7K
$6.78M
|