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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
301+ 19.89% |
$116K - $127K
|
1.81K
$788K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
300New |
$116K - $127K
|
300
$130K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
300+ 30.8% |
$116K - $127K
|
1.27K
$553K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
299+ 1.99% |
$116K - $127K
|
15.4K
$6.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
299+ 6.65% |
$116K - $127K
|
4.8K
$2.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
287New |
$111K - $121K
|
287
$125K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
278New |
$108K - $118K
|
278
$121K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
267+ 1.58% |
$103K - $113K
|
17.2K
$7.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
260+ 14.42% |
$101K - $110K
|
2.06K
$896K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
257+ 11.42% |
$99.4K - $109K
|
2.51K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
257+ 3.57% |
$99.4K - $109K
|
7.45K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
255+ 4.13% |
$98.6K - $108K
|
6.43K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
250+ 124.38% |
$96.7K - $106K
|
451
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
243+ 2.21% |
$94K - $103K
|
11.3K
$4.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
232+ 112.08% |
$89.7K - $98.2K
|
439
$191K
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
224+ 2.6% |
$86.6K - $94.8K
|
8.84K
$3.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
215+ 0.76% |
$83.2K - $91K
|
28.5K
$12.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
213+ 23.99% |
$82.4K - $90.1K
|
1.1K
$478K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
206New |
$79.7K - $87.2K
|
206
$89.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
200New |
$77.4K - $84.6K
|
200
$86.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
197+ 2.48% |
$76.2K - $83.4K
|
8.13K
$3.53M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
170+ 36.56% |
$65.8K - $71.9K
|
635
$276K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
170+ 41.46% |
$65.8K - $71.9K
|
580
$252K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
163+ 1.99% |
$63.1K - $69K
|
8.34K
$3.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
158+ 0.29% |
$61.1K - $66.9K
|
55.1K
$23.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
157+ 19.1% |
$60.7K - $66.4K
|
979
$425K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
157+ 1.22% |
$60.7K - $66.4K
|
13K
$5.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
156+ 15.34% |
$60.3K - $66K
|
1.17K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
155+ 2.7% |
$60K - $65.6K
|
5.89K
$2.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
153+ 113.33% |
$59.2K - $64.7K
|
288
$125K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
150+ 11.62% |
$58K - $63.5K
|
1.44K
$626K
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
150New |
$58K - $63.5K
|
150
$65.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
146New |
$56.5K - $61.8K
|
146
$63.4K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
144+ 2.13% |
$55.7K - $60.9K
|
6.89K
$2.99M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
143New |
$55.3K - $60.5K
|
143
$62.1K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
135+ 23.85% |
$52.2K - $57.1K
|
701
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
132+ 2.03% |
$51.1K - $55.9K
|
6.63K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
132+ 33.42% |
$51.1K - $55.9K
|
527
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
125+ 3.05% |
$48.4K - $52.9K
|
4.23K
$1.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
123+ 17.06% |
$47.6K - $52K
|
844
$366K
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
122+ 1.01% |
$47.2K - $51.6K
|
12.2K
$5.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
120+ 10.61% |
$46.4K - $50.8K
|
1.25K
$543K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
117+ 8.78% |
$45.3K - $49.5K
|
1.45K
$629K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
110+ 29.33% |
$42.5K - $46.5K
|
485
$211K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
110+ 0.39% |
$42.5K - $46.5K
|
28.3K
$12.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
110+ 3.88% |
$42.5K - $46.5K
|
2.95K
$1.28M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
105+ 2.96% |
$40.6K - $44.4K
|
3.65K
$1.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
102+ 3.85% |
$39.5K - $43.2K
|
2.75K
$1.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
102+ 3.06% |
$39.5K - $43.2K
|
3.43K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
99+ 2.71% |
$38.3K - $41.9K
|
3.75K
$1.63M
|