Purchases and Sales Made in Q3 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-633- 16.59% |
$245K - $268K
|
3.18K
$1.38M
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-773- 20.76% |
$299K - $327K
|
2.95K
$1.28M
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-1.1K- 50.0% |
$424K - $463K
|
1.1K
$473K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.13K- 18.23% |
$436K - $477K
|
5.06K
$2.19M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.16K- 35.53% |
$449K - $491K
|
2.11K
$910K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.49K- 18.57% |
$578K - $632K
|
6.55K
$2.83M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.54K- 15.17% |
$597K - $653K
|
8.63K
$3.73M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.58K- 16.42% |
$612K - $669K
|
8.06K
$3.48M
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.72K- 14.96% |
$664K - $726K
|
9.76K
$4.22M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.93K- 20.31% |
$745K - $815K
|
7.56K
$3.27M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.05K- 43.98% |
$791K - $865K
|
2.61K
$1.13M
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2.1K- 5.72% |
$811K - $887K
|
34.5K
$14.9M
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.38K- 5.88% |
$922K - $1.01M
|
38.2K
$16.5M
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.01K- 40.61% |
$1.16M - $1.27M
|
4.4K
$1.9M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.73K- 59.04% |
$2.21M - $2.42M
|
3.97K
$1.72M
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-15K- 96.48% |
$5.79M - $6.34M
|
546
$236K
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-349K- 66.5% |
$135M - $148M
|
176K
$76.1M
|