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 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
98+ 0.28% |
$37.9K - $41.5K
|
35.7K
$15.5M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
94New |
$36.4K - $39.8K
|
94
$40.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
91+ 5.62% |
$35.2K - $38.5K
|
1.71K
$742K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
91+ 1.09% |
$35.2K - $38.5K
|
8.47K
$3.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
89+ 74.17% |
$34.4K - $37.7K
|
209
$90.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
89+ 1.31% |
$34.4K - $37.7K
|
6.87K
$2.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
84+ 51.85% |
$32.5K - $35.5K
|
246
$107K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
83+ 10.64% |
$32.1K - $35.1K
|
863
$375K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
83+ 0.42% |
$32.1K - $35.1K
|
19.8K
$8.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
80New |
$30.9K - $33.8K
|
80
$34.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
79+ 11.38% |
$30.6K - $33.4K
|
773
$336K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
77New |
$29.8K - $32.6K
|
77
$33.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
75+ 3.58% |
$29K - $31.7K
|
2.17K
$943K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
70+ 4.38% |
$27.1K - $29.6K
|
1.67K
$724K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
66+ 1.96% |
$25.5K - $27.9K
|
3.43K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
66+ 3.91% |
$25.5K - $27.9K
|
1.75K
$761K
|
|
|
Nov 12, 2024
Q3 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
65+ 9.63% |
$25.1K - $27.5K
|
740
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
64+ 0.68% |
$24.8K - $27.1K
|
9.53K
$4.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
61+ 11.73% |
$23.6K - $25.8K
|
581
$252K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
61+ 1.07% |
$23.6K - $25.8K
|
5.74K
$2.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
61New |
$23.6K - $25.8K
|
61
$26.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
60+ 1.95% |
$23.2K - $25.4K
|
3.14K
$1.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
58+ 6.65% |
$22.4K - $24.5K
|
930
$404K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
56+ 2.25% |
$21.7K - $23.7K
|
2.54K
$1.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
55+ 0.25% |
$21.3K - $23.3K
|
22K
$9.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55+ 21.15% |
$21.3K - $23.3K
|
315
$137K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
51+ 52.04% |
$19.7K - $21.6K
|
149
$64.7K
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
51+ 2.64% |
$19.7K - $21.6K
|
1.99K
$862K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
50+ 3.79% |
$19.3K - $21.2K
|
1.37K
$595K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
49+ 2.15% |
$19K - $20.7K
|
2.32K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
48+ 3.01% |
$18.6K - $20.3K
|
1.64K
$713K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
48+ 6.52% |
$18.6K - $20.3K
|
784
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
47+ 1.26% |
$18.2K - $19.9K
|
3.78K
$1.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
45+ 0.37% |
$17.4K - $19K
|
12.2K
$5.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
45New |
$17.4K - $19K
|
45
$19.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
44+ 5.37% |
$17K - $18.6K
|
863
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
44+ 1.01% |
$17K - $18.6K
|
4.39K
$1.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
44+ 0.35% |
$17K - $18.6K
|
12.7K
$5.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
41+ 31.54% |
$15.9K - $17.3K
|
171
$74.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
39New |
$15.1K - $16.5K
|
39
$16.9K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
37+ 616.67% |
$14.3K - $15.7K
|
43
$18.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
35+ 1.01% |
$13.5K - $14.8K
|
3.52K
$1.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35+ 1.34% |
$13.5K - $14.8K
|
2.65K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
34+ 2.45% |
$13.2K - $14.4K
|
1.42K
$617K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
33+ 5.94% |
$12.8K - $14K
|
589
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
31+ 1.84% |
$12K - $13.1K
|
1.72K
$746K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
30+ 0.75% |
$11.6K - $12.7K
|
4.03K
$1.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
28+ 4.65% |
$10.8K - $11.8K
|
630
$274K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
27+ 1.14% |
$10.4K - $11.4K
|
2.4K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
26+ 11.82% |
$10.1K - $11K
|
246
$107K
|