Purchases and Sales Made in Q3 2022 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 Q3 2022. 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, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-19- 7.6% |
$5.46K - $6.49K
|
231
$103K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-21- 0.79% |
$6.03K - $7.18K
|
2.64K
$1.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-22- 0.83% |
$6.32K - $7.52K
|
2.64K
$1.18M
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-23- 0.38% |
$6.61K - $7.86K
|
5.97K
$2.66M
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-23- 0.44% |
$6.61K - $7.86K
|
5.25K
$2.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-24- 0.4% |
$6.9K - $8.2K
|
6.02K
$2.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-24- 1.91% |
$6.9K - $8.2K
|
1.23K
$550K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-24- 70.59% |
$6.9K - $8.2K
|
10
$4.46K
|
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-25- 3.05% |
$7.18K - $8.54K
|
795
$355K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-25- 1.41% |
$7.18K - $8.54K
|
1.75K
$780K
|
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-25- 29.41% |
$7.18K - $8.54K
|
60
$26.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-26- 2.73% |
$7.47K - $8.89K
|
925
$413K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-29- 0.23% |
$8.33K - $9.91K
|
12.6K
$5.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-29- 3.06% |
$8.33K - $9.91K
|
918
$410K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-30- 0.96% |
$8.62K - $10.3K
|
3.11K
$1.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-32- 2.47% |
$9.19K - $10.9K
|
1.26K
$563K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-32- 0.77% |
$9.19K - $10.9K
|
4.12K
$1.84M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-39- 2.66% |
$11.2K - $13.3K
|
1.43K
$637K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-40- 3.99% |
$11.5K - $13.7K
|
963
$430K
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-41- 4.61% |
$11.8K - $14K
|
849
$379K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-41- 1.13% |
$11.8K - $14K
|
3.57K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-42- 0.65% |
$12.1K - $14.4K
|
6.4K
$2.86M
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-49- 0.29% |
$14.1K - $16.7K
|
16.7K
$7.47M
|
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-49- 3.96% |
$14.1K - $16.7K
|
1.19K
$530K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-49- 0.91% |
$14.1K - $16.7K
|
5.32K
$2.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-50- 4.52% |
$14.4K - $17.1K
|
1.06K
$471K
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-53- 0.43% |
$15.2K - $18.1K
|
12.3K
$5.48M
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-55- 6.7% |
$15.8K - $18.8K
|
766
$342K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-56- 1.99% |
$16.1K - $19.1K
|
2.76K
$1.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-62- 0.63% |
$17.8K - $21.2K
|
9.8K
$4.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-65- 1.51% |
$18.7K - $22.2K
|
4.25K
$1.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-67- 0.83% |
$19.2K - $22.9K
|
8.05K
$3.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-69- 1.76% |
$19.8K - $23.6K
|
3.84K
$1.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-70- 33.02% |
$20.1K - $23.9K
|
142
$63.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-70- 1.27% |
$20.1K - $23.9K
|
5.46K
$2.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-70- 6.51% |
$20.1K - $23.9K
|
1.01K
$449K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-71- 5.91% |
$20.4K - $24.3K
|
1.13K
$505K
|
|
|
Oct 11, 2022
Q3 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-74- 1.82% |
$21.3K - $25.3K
|
3.98K
$1.78M
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-75- 1.74% |
$21.5K - $25.6K
|
4.24K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 1.64% |
$21.5K - $25.6K
|
4.51K
$2.01M
|
|
|
Sep 07, 2023
Q3 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-77- 0.62% |
$22.1K - $26.3K
|
12.3K
$5.49M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-79- 5.1% |
$22.7K - $27K
|
1.47K
$656K
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-80- 1.99% |
$23K - $27.3K
|
3.95K
$1.76M
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-88- 1.56% |
$25.3K - $30.1K
|
5.55K
$2.47M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-88- 2.88% |
$25.3K - $30.1K
|
2.97K
$1.32M
|
|
|
Nov 08, 2022
Q3 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-91- 3.22% |
$26.1K - $31.1K
|
2.73K
$1.22M
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-94- 3.76% |
$27K - $32.1K
|
2.41K
$1.07M
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
SELL
|
- |
-96- 7.41% |
$27.6K - $32.8K
|
1.2K
$535K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-97- 3.39% |
$27.9K - $33.1K
|
2.77K
$1.23M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
SELL
|
- |
-98- 12.39% |
$28.2K - $33.5K
|
693
$309K
|