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 |
---|---|---|---|---|---|---|---|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.48KNew |
$432K - $511K
|
1.48K
$642K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.45K+ 15.25% |
$423K - $501K
|
10.9K
$4.75M
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
1.43K+ 6.03% |
$416K - $493K
|
25K
$10.9M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.4K+ 7.27% |
$408K - $484K
|
20.6K
$8.96M
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
1.34K+ 12.01% |
$392K - $465K
|
12.5K
$5.44M
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.34KNew |
$392K - $464K
|
1.34K
$582K
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.34K+ 72.4% |
$391K - $463K
|
3.19K
$1.38M
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.31K+ 116.09% |
$383K - $454K
|
2.44K
$1.06M
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.3KNew |
$380K - $451K
|
1.3K
$566K
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.3KNew |
$380K - $450K
|
1.3K
$564K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 17.92% |
$377K - $447K
|
8.5K
$3.69M
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
1.29KNew |
$376K - $446K
|
1.29K
$559K
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.29K+ 11.39% |
$375K - $445K
|
12.6K
$5.45M
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.27KNew |
$370K - $439K
|
1.27K
$551K
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.25K+ 11.22% |
$363K - $431K
|
12.3K
$5.36M
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.22KNew |
$355K - $420K
|
1.22K
$528K
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
1.21KNew |
$352K - $417K
|
1.21K
$523K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.19K+ 2.47% |
$346K - $410K
|
49.1K
$21.3M
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.18KNew |
$346K - $410K
|
1.18K
$514K
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.17KNew |
$343K - $406K
|
1.17K
$510K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.17K+ 44.18% |
$340K - $403K
|
3.8K
$1.65M
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.16K+ 2.15% |
$339K - $401K
|
55K
$23.9M
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.15K+ 38.84% |
$336K - $399K
|
4.12K
$1.79M
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 150.26% |
$333K - $395K
|
1.9K
$826K
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.14KNew |
$332K - $393K
|
1.14K
$493K
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.12KNew |
$328K - $389K
|
1.12K
$488K
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.1K+ 2.04% |
$321K - $380K
|
55K
$23.9M
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.09KNew |
$319K - $378K
|
1.09K
$475K
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
1.09KNew |
$317K - $375K
|
1.09K
$471K
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
1.08K+ 59.13% |
$316K - $374K
|
2.91K
$1.26M
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.08K+ 41.06% |
$314K - $373K
|
3.7K
$1.61M
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.07KNew |
$313K - $371K
|
1.07K
$466K
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
1.07KNew |
$312K - $370K
|
1.07K
$465K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 65.75% |
$307K - $363K
|
2.65K
$1.15M
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.03KNew |
$300K - $355K
|
1.03K
$446K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.03K+ 6.31% |
$300K - $355K
|
17.3K
$7.51M
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 6.8% |
$299K - $355K
|
16.1K
$6.99M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.02KNew |
$297K - $352K
|
1.02K
$442K
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
967New |
$282K - $335K
|
967
$420K
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
958New |
$280K - $332K
|
958
$416K
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
948+ 25.4% |
$277K - $328K
|
4.68K
$2.03M
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
937+ 52.55% |
$274K - $324K
|
2.72K
$1.18M
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
920New |
$269K - $318K
|
920
$399K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
918+ 15.35% |
$268K - $318K
|
6.9K
$3M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
915+ 2.77% |
$267K - $317K
|
34K
$14.8M
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
902New |
$263K - $312K
|
902
$392K
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
897New |
$262K - $310K
|
897
$389K
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
861New |
$251K - $298K
|
861
$374K
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
853New |
$249K - $295K
|
853
$370K
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
834New |
$243K - $289K
|
834
$362K
|