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 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
25+ 0.9% |
$9.67K - $10.6K
|
2.81K
$1.22M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
25+ 1.5% |
$9.67K - $10.6K
|
1.69K
$733K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
25+ 1.86% |
$9.67K - $10.6K
|
1.37K
$596K
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
25+ 4.67% |
$9.67K - $10.6K
|
560
$243K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
23+ 1.18% |
$8.9K - $9.73K
|
1.98K
$858K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
22+ 0.73% |
$8.51K - $9.31K
|
3.05K
$1.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
22+ 4.01% |
$8.51K - $9.31K
|
570
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
21+ 2.13% |
$8.12K - $8.89K
|
1.01K
$437K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
21+ 0.29% |
$8.12K - $8.89K
|
7.18K
$3.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
20+ 1.3% |
$7.74K - $8.46K
|
1.56K
$676K
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
20+ 0.82% |
$7.74K - $8.46K
|
2.46K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
20+ 3.27% |
$7.74K - $8.46K
|
632
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
18+ 0.77% |
$6.96K - $7.62K
|
2.35K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
17+ 0.19% |
$6.58K - $7.19K
|
9.01K
$3.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
17+ 1.36% |
$6.58K - $7.19K
|
1.27K
$551K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
17+ 0.1% |
$6.58K - $7.19K
|
16.3K
$7.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
17+ 1.39% |
$6.58K - $7.19K
|
1.24K
$540K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
15+ 1.09% |
$5.8K - $6.35K
|
1.39K
$605K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
15+ 0.35% |
$5.8K - $6.35K
|
4.28K
$1.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
15+ 0.51% |
$5.8K - $6.35K
|
2.98K
$1.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
15+ 1.2% |
$5.8K - $6.35K
|
1.27K
$551K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
14+ 0.36% |
$5.42K - $5.92K
|
3.95K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
13+ 1.28% |
$5.03K - $5.5K
|
1.03K
$448K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
13+ 0.03% |
$5.03K - $5.5K
|
47.3K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
13+ 0.1% |
$5.03K - $5.5K
|
12.4K
$5.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
12+ 0.71% |
$4.64K - $5.08K
|
1.69K
$735K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
12+ 2.19% |
$4.64K - $5.08K
|
561
$244K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
12+ 0.35% |
$4.64K - $5.08K
|
3.43K
$1.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
11+ 1.69% |
$4.25K - $4.65K
|
661
$287K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
11+ 0.16% |
$4.25K - $4.65K
|
6.85K
$2.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
11+ 0.32% |
$4.25K - $4.65K
|
3.42K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11+ 0.06% |
$4.25K - $4.65K
|
19.6K
$8.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 3.29% |
$3.87K - $4.23K
|
314
$136K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
10New |
$3.87K - $4.23K
|
10
$4.34K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 66.67% |
$3.87K - $4.23K
|
25
$10.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
9+ 0.05% |
$3.48K - $3.81K
|
19.4K
$8.44M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
8+ 0.39% |
$3.09K - $3.38K
|
2.08K
$903K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
8New |
$3.09K - $3.38K
|
8
$3.47K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8+ 0.24% |
$3.09K - $3.38K
|
3.37K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
8New |
$3.09K - $3.38K
|
8
$3.47K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8+ 14.04% |
$3.09K - $3.38K
|
65
$28.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
7+ 0.21% |
$2.71K - $2.96K
|
3.37K
$1.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
7+ 0.6% |
$2.71K - $2.96K
|
1.17K
$509K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
6+ 0.34% |
$2.32K - $2.54K
|
1.79K
$775K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 0.77% |
$2.32K - $2.54K
|
784
$340K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.12% |
$2.32K - $2.54K
|
4.94K
$2.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6+ 0.32% |
$2.32K - $2.54K
|
1.85K
$805K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5+ 0.31% |
$1.93K - $2.12K
|
1.61K
$700K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5+ 0.21% |
$1.93K - $2.12K
|
2.43K
$1.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
5+ 0.62% |
$1.93K - $2.12K
|
810
$352K
|