Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-110- 3.77% |
$32.1K - $38.1K
|
2.8K
$1.22M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-113- 2.35% |
$33K - $39.1K
|
4.7K
$2.04M
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-117- 2.94% |
$34.2K - $40.5K
|
3.87K
$1.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-123- 1.53% |
$35.9K - $42.6K
|
7.93K
$3.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-127- 22.4% |
$37.1K - $43.9K
|
440
$191K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-128- 0.38% |
$37.4K - $44.3K
|
33.7K
$14.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-133- 5.64% |
$38.8K - $46K
|
2.23K
$966K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-133- 5.25% |
$38.8K - $46K
|
2.4K
$1.04M
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
SELL
|
- |
-137- 0.17% |
$40K - $47.4K
|
78.8K
$34.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-138- 9.26% |
$40.3K - $47.8K
|
1.35K
$587K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-142- 0.3% |
$41.5K - $49.1K
|
47.7K
$20.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-147- 3.65% |
$42.9K - $50.9K
|
3.89K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-150- 15.46% |
$43.8K - $51.9K
|
820
$356K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-152- 3.78% |
$44.4K - $52.6K
|
3.86K
$1.68M
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-156- 14.72% |
$45.5K - $54K
|
904
$393K
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-168- 5.09% |
$49K - $58.1K
|
3.13K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-170- 17.44% |
$49.6K - $58.8K
|
805
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-174- 2.93% |
$50.8K - $60.2K
|
5.77K
$2.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-180- 1.08% |
$52.6K - $62.3K
|
16.6K
$7.19M
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-188- 14.97% |
$54.9K - $65.1K
|
1.07K
$464K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-189- 9.21% |
$55.2K - $65.4K
|
1.86K
$809K
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-190- 20.02% |
$55.5K - $65.8K
|
759
$330K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-196- 3.44% |
$57.2K - $67.8K
|
5.5K
$2.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-198- 4.67% |
$57.8K - $68.5K
|
4.04K
$1.75M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-200- 3.52% |
$58.4K - $69.2K
|
5.48K
$2.38M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-200- 6.98% |
$58.4K - $69.2K
|
2.67K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-200- 2.78% |
$58.4K - $69.2K
|
7K
$3.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-200- 21.81% |
$58.4K - $69.2K
|
717
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
SELL
|
- |
-205- 17.08% |
$59.9K - $70.9K
|
995
$432K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-223- 42.64% |
$65.1K - $77.2K
|
300
$130K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-223- 19.09% |
$65.1K - $77.2K
|
945
$410K
|
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-225- 0.37% |
$65.7K - $77.9K
|
60.9K
$26.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-228- 4.51% |
$66.6K - $78.9K
|
4.82K
$2.09M
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-232- 1.65% |
$67.7K - $80.3K
|
13.8K
$6M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-234- 1.4% |
$68.3K - $81K
|
16.5K
$7.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-234- 8.46% |
$68.3K - $81K
|
2.53K
$1.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-237- 3.41% |
$69.2K - $82K
|
6.71K
$2.91M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-241- 0.91% |
$70.4K - $83.4K
|
26.4K
$11.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-246- 14.89% |
$71.8K - $85.1K
|
1.41K
$610K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-284- 91.61% |
$82.9K - $98.3K
|
26
$11.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-293- 13.85% |
$85.5K - $101K
|
1.82K
$791K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-296- 0.83% |
$86.4K - $102K
|
35.5K
$15.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-296- 28.08% |
$86.4K - $102K
|
758
$329K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-296- 30.39% |
$86.4K - $102K
|
678
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-300- 1.75% |
$87.6K - $104K
|
16.8K
$7.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-303- 0.24% |
$88.5K - $105K
|
124K
$53.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-305- 2.0% |
$89K - $106K
|
15K
$6.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-310- 5.14% |
$90.5K - $107K
|
5.73K
$2.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-317- 18.54% |
$92.6K - $110K
|
1.39K
$605K
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-326- 11.93% |
$95.2K - $113K
|
2.41K
$1.04M
|