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 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
32+ 0.51% |
$12K - $14.1K
|
6.31K
$2.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
31+ 3.91% |
$11.7K - $13.7K
|
823
$380K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
30+ 0.59% |
$11.3K - $13.2K
|
5.09K
$2.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
30+ 0.3% |
$11.3K - $13.2K
|
10.1K
$4.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
30+ 3.91% |
$11.3K - $13.2K
|
797
$368K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
29+ 2.76% |
$10.9K - $12.8K
|
1.08K
$498K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
29+ 3.99% |
$10.9K - $12.8K
|
756
$349K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
29+ 2.8% |
$10.9K - $12.8K
|
1.07K
$492K
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
29+ 4.51% |
$10.9K - $12.8K
|
672
$310K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29+ 2.78% |
$10.9K - $12.8K
|
1.07K
$494K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
28+ 2.93% |
$10.5K - $12.3K
|
983
$453K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
27+ 0.48% |
$10.2K - $11.9K
|
5.71K
$2.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
26+ 0.69% |
$9.79K - $11.5K
|
3.8K
$1.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
26+ 4.35% |
$9.79K - $11.5K
|
624
$288K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
25+ 2.91% |
$9.41K - $11K
|
885
$408K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
23+ 1.13% |
$8.66K - $10.1K
|
2.05K
$946K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
21+ 3.96% |
$7.91K - $9.25K
|
551
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
21+ 1.98% |
$7.91K - $9.25K
|
1.08K
$500K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
20+ 1.96% |
$7.53K - $8.81K
|
1.04K
$480K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
20+ 3.16% |
$7.53K - $8.81K
|
652
$301K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20+ 2.85% |
$7.53K - $8.81K
|
721
$333K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
20+ 0.51% |
$7.53K - $8.81K
|
3.94K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
20+ 16.81% |
$7.53K - $8.81K
|
139
$64.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
19New |
$7.15K - $8.37K
|
19
$8.76K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
18New |
$6.78K - $7.93K
|
18
$8.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
18+ 1.75% |
$6.78K - $7.93K
|
1.05K
$484K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
16+ 1.66% |
$6.02K - $7.05K
|
978
$451K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
16+ 4.15% |
$6.02K - $7.05K
|
402
$185K
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
15+ 2.18% |
$5.65K - $6.61K
|
703
$324K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13+ 0.48% |
$4.89K - $5.73K
|
2.7K
$1.24M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
13+ 16.25% |
$4.89K - $5.73K
|
93
$42.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
12+ 0.49% |
$4.52K - $5.29K
|
2.44K
$1.13M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
12+ 5.85% |
$4.52K - $5.29K
|
217
$100K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
12+ 0.09% |
$4.52K - $5.29K
|
13.6K
$6.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
11+ 47.83% |
$4.14K - $4.85K
|
34
$15.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
11+ 1.43% |
$4.14K - $4.85K
|
779
$359K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
11+ 0.42% |
$4.14K - $4.85K
|
2.62K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
10New |
$3.76K - $4.41K
|
10
$4.61K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
9+ 0.21% |
$3.39K - $3.97K
|
4.31K
$1.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
9+ 0.66% |
$3.39K - $3.97K
|
1.38K
$635K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
9New |
$3.39K - $3.97K
|
9
$4.15K
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
8+ 0.71% |
$3.01K - $3.53K
|
1.13K
$520K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
8+ 0.16% |
$3.01K - $3.53K
|
4.91K
$2.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7+ 1.28% |
$2.64K - $3.08K
|
553
$255K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7+ 1.32% |
$2.64K - $3.08K
|
539
$249K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.22% |
$2.26K - $2.64K
|
2.75K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
6+ 0.29% |
$2.26K - $2.64K
|
2.1K
$970K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
5+ 0.27% |
$1.88K - $2.2K
|
1.83K
$843K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5+ 0.1% |
$1.88K - $2.2K
|
5.1K
$2.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5+ 0.16% |
$1.88K - $2.2K
|
3.12K
$1.44M
|