Purchases and Sales Made in Q3 2023 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 Q3 2023. 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
Nov 14, 2023 Q3 2023
Prosperitas Financial LLC

Valencia, CA
BUY
 -
735
New
$246K - $262K
735 $328K
Oct 16, 2023 Q3 2023
H&H Retirement Design & Management Inc

BUY
 -
722
New
$242K - $257K
722 $322K
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
BUY
 -
720
New
$241K - $256K
720 $321K
Nov 03, 2023 Q3 2023
Strategic Wealth Investment Group, LLC

BUY
 -
719
+ 1.65%
$241K - $256K
44.3K $19.8M
Oct 27, 2023 Q3 2023
Td Asset Management Inc

BUY
 -
700
+ 29.17%
$234K - $249K
3.1K $1.38M
Aug 28, 2024 Q3 2023
Centennial Bank/Ar/

Conway, AR
BUY
 -
700
+ 27.45%
$234K - $249K
3.25K $1.45M
Nov 09, 2023 Q3 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
697
New
$233K - $248K
697 $311K
Nov 13, 2023 Q3 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
695
New
$233K - $248K
695 $310K
Oct 27, 2023 Q3 2023
Foster Group, Inc.

BUY
 -
680
+ 4.39%
$228K - $242K
16.2K $7.22M
Nov 14, 2023 Q3 2023
Aaf Wealth Management, LLC

BUY
 -
679
New
$227K - $242K
679 $303K
Nov 06, 2023 Q3 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
675
New
$226K - $240K
675 $301K
Nov 13, 2023 Q3 2023
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
652
New
$218K - $232K
652 $291K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
647
+ 2.18%
$217K - $230K
30.4K $13.6M
Oct 10, 2023 Q3 2023
Mechanics Bank Trust Department

BUY
 -
646
+ 2.32%
$216K - $230K
28.5K $12.7M
Oct 25, 2023 Q3 2023
Arkansas Financial Group, Inc.

BUY
 -
645
+ 0.28%
$216K - $230K
232K $104M
Oct 27, 2023 Q3 2023
Mwa Asset Management

Lexington, MA
BUY
 -
621
New
$208K - $221K
621 $277K
Oct 23, 2023 Q3 2023
Rmr Wealth Builders

BUY
 -
616
+ 8.68%
$206K - $219K
7.71K $3.44M
Nov 06, 2023 Q3 2023
Aldebaran Financial Inc.

BUY
 -
606
New
$203K - $216K
606 $270K
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
BUY
 -
575
+ 22.99%
$193K - $205K
3.08K $1.37M
Oct 31, 2023 Q3 2023
Cutter & CO Brokerage, Inc.

BUY
 -
569
+ 17.51%
$191K - $203K
3.82K $1.7M
Nov 02, 2023 Q3 2023
Pittenger & Anderson Inc

BUY
 -
543
+ 2.05%
$182K - $193K
27.1K $12.1M
Nov 13, 2023 Q3 2023
Bison Wealth, LLC

BUY
 -
530
+ 12.37%
$178K - $189K
4.81K $2.15M
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
530
+ 11.5%
$178K - $189K
5.14K $2.29M
Nov 13, 2023 Q3 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
525
New
$176K - $187K
525 $234K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
523
+ 3.33%
$175K - $186K
16.2K $7.24M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
520
+ 1.34%
$174K - $185K
39.3K $17.5M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
492
+ 13.65%
$165K - $175K
4.1K $1.83M
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
483
+ 15.09%
$162K - $172K
3.68K $1.64M
Oct 23, 2023 Q3 2023
Pettinga Financial Advisors, LLC

BUY
 -
480
+ 3.59%
$161K - $171K
13.9K $6.18M
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
427
+ 2.06%
$143K - $152K
21.1K $9.42M
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
421
New
$141K - $150K
421 $188K
Nov 14, 2023 Q3 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
419
+ 23.73%
$140K - $149K
2.19K $975K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
417
+ 0.72%
$140K - $149K
58K $25.9M
Oct 26, 2023 Q3 2023
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
400
+ 43.48%
$134K - $142K
1.32K $589K
Nov 14, 2023 Q3 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
395
+ 3.53%
$132K - $141K
11.6K $5.17M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
368
+ 4.28%
$123K - $131K
8.96K $4M
Oct 31, 2023 Q3 2023
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
368
+ 56.53%
$123K - $131K
1.02K $455K
Nov 17, 2023 Q3 2023
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
356
+ 6.3%
$119K - $127K
6.01K $2.68M
Oct 24, 2023 Q3 2023
Capital Advisors Inc

BUY
 -
353
+ 25.67%
$118K - $126K
1.73K $771K
Nov 02, 2023 Q3 2023
Diversified, LLC

BUY
 -
352
+ 38.05%
$118K - $125K
1.28K $570K
Oct 04, 2023 Q3 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
334
+ 5.06%
$112K - $119K
6.93K $3.09M
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
328
New
$110K - $117K
328 $146K
Nov 02, 2023 Q3 2023
Coldstream Capital Management Inc

BUY
 -
320
+ 32.65%
$107K - $114K
1.3K $580K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
318
+ 44.98%
$107K - $113K
1.03K $457K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
318
+ 44.98%
$107K - $113K
1.03K $457K
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
315
+ 7.79%
$106K - $112K
4.36K $1.94M
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
311
+ 53.34%
$104K - $111K
894 $399K
Jan 15, 2025 Q3 2023
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
301
+ 56.26%
$101K - $107K
836 $373K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
301
+ 20.2%
$101K - $107K
1.79K $799K

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