Purchases and Sales Made in Q4 2022 in Spdr Dow Jones Industrial Average ETF Trust (DIA)

DIA Quotes by TradingView

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 27, 2023 Q4 2022
Gallagher Benefit Services, Inc.

Rolling Meadows, IL
BUY
 -
833
New
$243K - $288K
833 $362K
Feb 13, 2023 Q4 2022
Executive Wealth Management, LLC

BUY
 -
829
+ 248.2%
$242K - $287K
1.16K $505K
Jan 10, 2023 Q4 2022
Coldstream Capital Management Inc

BUY
 -
829
New
$242K - $287K
829 $360K
Feb 06, 2023 Q4 2022
Avidian Wealth Solutions, LLC

BUY
 -
827
+ 33.7%
$241K - $286K
3.28K $1.42M
Jan 25, 2023 Q4 2022
Steel Peak Wealth Management LLC

BUY
 -
812
+ 3.57%
$237K - $281K
23.6K $10.2M
Jan 13, 2023 Q4 2022
Merit Financial Group, LLC

BUY
 -
800
+ 74.7%
$234K - $277K
1.87K $812K
Feb 03, 2023 Q4 2022
Am Investment Strategies LLC

BUY
 -
800
New
$234K - $277K
800 $347K
Feb 10, 2023 Q4 2022
Banque Cantonale Vaudoise

BUY
 -
785
+ 137.72%
$229K - $272K
1.36K $588K
Feb 14, 2023 Q4 2022
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
775
New
$226K - $268K
775 $336K
Jan 02, 2024 Q4 2022
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
754
New
$220K - $261K
754 $327K
Feb 10, 2023 Q4 2022
Wealthfront Advisers LLC

BUY
 -
749
New
$219K - $259K
749 $325K
Mar 10, 2023 Q4 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
741
New
$216K - $256K
741 $322K
Feb 09, 2023 Q4 2022
Ellerson Group Inc /Adv

Annapolis, MD
BUY
 -
740
New
$216K - $256K
740 $321K
Jan 31, 2023 Q4 2022
Wespac Advisors, LLC

BUY
 -
736
New
$215K - $255K
736 $320K
Jan 17, 2023 Q4 2022
Diversified Trust CO

BUY
 -
730
New
$213K - $253K
730 $317K
Feb 13, 2023 Q4 2022
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
721
New
$211K - $250K
721 $313K
Jan 24, 2023 Q4 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
716
New
$209K - $248K
716 $311K
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
712
New
$208K - $246K
712 $309K
Feb 10, 2023 Q4 2022
Patten Group, Inc.

BUY
 -
701
New
$205K - $243K
701 $304K
Feb 07, 2023 Q4 2022
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
694
New
$203K - $240K
694 $301K
Jan 31, 2023 Q4 2022
Kestra Private Wealth Services, LLC

BUY
 -
690
+ 5.17%
$201K - $239K
14K $6.1M
Jan 19, 2023 Q4 2022
Cfm Wealth Partners LLC

BUY
 -
687
New
$201K - $238K
687 $298K
Jan 30, 2023 Q4 2022
Castle Rock Wealth Management, LLC

BUY
 -
682
+ 28.32%
$199K - $236K
3.09K $1.34M
Jan 18, 2023 Q4 2022
Activest Wealth Management

BUY
 -
680
+ 4.4%
$199K - $235K
16.2K $7.01M
Jan 25, 2023 Q4 2022
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
680
New
$199K - $235K
680 $295K
Jan 23, 2023 Q4 2022
True Wealth Advisors, LLC

BUY
 -
678
+ 2.37%
$198K - $235K
29.2K $12.7M
Feb 08, 2023 Q4 2022
Sound View Wealth Advisors Group, LLC

BUY
 -
675
+ 4.47%
$197K - $234K
15.8K $6.85M
Jan 13, 2023 Q4 2022
Ferguson Wellman Capital Management, Inc

BUY
 -
674
New
$197K - $233K
674 $293K
Feb 13, 2023 Q4 2022
Boston Research & Management Inc

Manchester, MA
BUY
 -
670
New
$196K - $232K
670 $291K
Jan 20, 2023 Q4 2022
Secure Asset Management, LLC

BUY
 -
654
New
$191K - $226K
654 $284K
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
651
+ 41.33%
$190K - $225K
2.23K $967K
Feb 13, 2023 Q4 2022
Zevenbergen Capital Investments LLC

Seattle, WA
BUY
 -
650
New
$190K - $225K
650 $282K
Jan 25, 2023 Q4 2022
Cadinha & CO LLC

BUY
 -
650
New
$190K - $225K
650 $282K
Feb 09, 2023 Q4 2022
Group One Trading, L.P.

Chicago, IL
BUY
 -
645
New
$188K - $223K
645 $280K
Feb 08, 2023 Q4 2022
Levy Wealth Management Group, LLC

BUY
 -
639
New
$187K - $221K
639 $277K
Jan 24, 2023 Q4 2022
Norris Perne & French LLP

Grand Rapids, MI
BUY
 -
637
New
$186K - $220K
637 $277K
Feb 14, 2023 Q4 2022
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
636
+ 69.28%
$186K - $220K
1.55K $675K
Jan 17, 2023 Q4 2022
Lvz, Inc.

BUY
 -
632
New
$185K - $219K
632 $274K
Feb 07, 2023 Q4 2022
Modera Wealth Management, LLC

BUY
 -
632
New
$185K - $219K
632 $274K
Feb 13, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
625
New
$182K - $216K
625 $271K
May 28, 2024 Q4 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
622
New
$182K - $215K
622 $270K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
621
+ 100.0%
$181K - $215K
1.24K $539K
Mar 12, 2024 Q4 2022
Executive Wealth Group LLC

Kirkland, WA
BUY
 -
620
New
$181K - $215K
620 $269K
Feb 14, 2023 Q4 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
619
+ 4421.43%
$181K - $214K
633 $275K
Feb 06, 2023 Q4 2022
Brandywine Oak Private Wealth LLC

BUY
 -
619
New
$181K - $214K
619 $269K
Feb 06, 2023 Q4 2022
Black Diamond Financial, LLC

BUY
 -
608
New
$178K - $210K
608 $264K
Feb 13, 2023 Q4 2022
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
605
New
$177K - $209K
605 $263K
Feb 15, 2023 Q4 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
601
+ 9.68%
$175K - $208K
6.81K $2.96M
Feb 02, 2023 Q4 2022
Institute For Wealth Management, Llc.

BUY
 -
591
+ 18.7%
$173K - $205K
3.75K $1.63M

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