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
|
American Investment Services, Inc.
|
BUY
|
- |
5+ 0.25% |
$1.93K - $2.12K
|
1.99K
$863K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
4+ 0.66% |
$1.55K - $1.69K
|
609
$264K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4New |
$1.55K - $1.69K
|
4
$1.74K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4+ 0.09% |
$1.55K - $1.69K
|
4.27K
$1.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.19% |
$1.55K - $1.69K
|
2.13K
$924K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
3+ 0.14% |
$1.16K - $1.27K
|
2.11K
$915K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
3+ 0.13% |
$1.16K - $1.27K
|
2.32K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.19% |
$1.16K - $1.27K
|
1.61K
$697K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
3+ 0.32% |
$1.16K - $1.27K
|
947
$411K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$1.16K - $1.27K
|
1.85K
$802K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
3+ 0.39% |
$1.16K - $1.27K
|
765
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 300.0% |
$1.16K - $1.27K
|
4
$1.74K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
3+ 0.39% |
$1.16K - $1.27K
|
770
$334K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3+ 0.3% |
$1.16K - $1.27K
|
998
$433K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
3+ 0.32% |
$1.16K - $1.27K
|
933
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
3+ 0.26% |
$1.16K - $1.27K
|
1.17K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2+ 0.38% |
$774 - $846
|
532
$231K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2+ 0.35% |
$774 - $846
|
566
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2+ 0.16% |
$774 - $846
|
1.29K
$559K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 0.35% |
$774 - $846
|
580
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2+ 0.25% |
$774 - $846
|
800
$347K
|
|
|
Nov 05, 2024
Q3 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
2+ 0.12% |
$774 - $846
|
1.69K
$734K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
2+ 0.27% |
$774 - $846
|
756
$328K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.54% |
$774 - $846
|
374
$162K
|
|
|
Nov 14, 2024
Q3 2024
|
Birinyi Associates Inc
|
BUY
|
- |
2+ 0.01% |
$774 - $846
|
13.5K
$5.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2+ 0.26% |
$774 - $846
|
763
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
2+ 0.33% |
$774 - $846
|
606
$263K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2+ 0.33% |
$774 - $846
|
602
$261K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2+ 0.06% |
$774 - $846
|
3.46K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.05% |
$387 - $423
|
2.07K
$899K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.19% |
$387 - $423
|
522
$227K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1+ 0.16% |
$387 - $423
|
619
$269K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.15% |
$387 - $423
|
685
$297K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1+ 0.19% |
$387 - $423
|
537
$233K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.25% |
$387 - $423
|
395
$172K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.24% |
$387 - $423
|
413
$179K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.11% |
$387 - $423
|
948
$412K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.26% |
$387 - $423
|
386
$168K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.09% |
$387 - $423
|
1.06K
$461K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
BUY
|
- |
1+ 0.09% |
$387 - $423
|
1.18K
$511K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.09% |
$387 - $423
|
1.07K
$466K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$387 - $423
|
3.12K
$1.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1+ 0.08% |
$387 - $423
|
1.2K
$521K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.58% |
$387 - $423
|
174
$75.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.11% |
$387 - $423
|
930
$404K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.37% |
$387 - $423
|
272
$118K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.09% |
$387 - $423
|
1.07K
$462K
|
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
1New |
$387 - $423
|
1
$434
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
1+ 0.17% |
$387 - $423
|
597
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
1+ 0.19% |
$387 - $423
|
531
$231K
|