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 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
590New |
$172K - $204K
|
590
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
586New |
$171K - $203K
|
586
$254K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
566+ 14.33% |
$165K - $196K
|
4.52K
$1.96M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
563+ 35.12% |
$164K - $195K
|
2.17K
$940K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
555+ 3.04% |
$162K - $192K
|
18.8K
$8.18M
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
555+ 925.0% |
$162K - $192K
|
615
$267K
|
|
|
Jan 23, 2023
Q4 2022
|
Goodwin Daniel L
|
BUY
|
- |
538+ 8.32% |
$157K - $186K
|
7K
$3.04M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
533New |
$156K - $184K
|
533
$231K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
531+ 79.85% |
$155K - $184K
|
1.2K
$519K
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
513+ 7.63% |
$150K - $178K
|
7.24K
$3.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
510+ 36.48% |
$149K - $176K
|
1.91K
$828K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
507+ 21.76% |
$148K - $175K
|
2.84K
$1.23M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
501New |
$146K - $173K
|
501
$218K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
490+ 53.55% |
$143K - $170K
|
1.41K
$610K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
485+ 30.62% |
$142K - $168K
|
2.07K
$898K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
481+ 15.05% |
$140K - $166K
|
3.68K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
471+ 22.39% |
$138K - $163K
|
2.58K
$1.12M
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
453+ 3.45% |
$132K - $157K
|
13.6K
$5.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
452+ 10.22% |
$132K - $156K
|
4.87K
$2.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
435+ 11.11% |
$127K - $151K
|
4.35K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
431+ 10.52% |
$126K - $149K
|
4.53K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
431+ 5.03% |
$126K - $149K
|
9K
$3.91M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
428+ 1.62% |
$125K - $148K
|
26.8K
$11.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
417New |
$122K - $144K
|
417
$181K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
415+ 5.93% |
$121K - $144K
|
7.41K
$3.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
408+ 13.93% |
$119K - $141K
|
3.34K
$1.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
406+ 23.09% |
$119K - $141K
|
2.16K
$940K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
403+ 1.4% |
$118K - $139K
|
29.1K
$12.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
399+ 34.02% |
$116K - $138K
|
1.57K
$683K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
387+ 10.04% |
$113K - $134K
|
4.24K
$1.84M
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
BUY
|
- |
357+ 28.07% |
$104K - $124K
|
1.63K
$707K
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
348+ 1.94% |
$102K - $120K
|
18.3K
$7.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
347+ 19.41% |
$101K - $120K
|
2.14K
$927K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
347+ 5.48% |
$101K - $120K
|
6.68K
$2.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
345+ 1.22% |
$101K - $119K
|
28.6K
$12.4M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
323New |
$94.3K - $112K
|
323
$140K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
323New |
$94.3K - $112K
|
323
$140K
|
|
|
Feb 13, 2023
Q4 2022
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
308+ 17.51% |
$89.9K - $107K
|
2.07K
$897K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
302+ 32.37% |
$88.2K - $105K
|
1.24K
$536K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
301+ 1.59% |
$87.9K - $104K
|
19.2K
$8.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
300+ 8.82% |
$87.6K - $104K
|
3.7K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
294New |
$85.8K - $102K
|
294
$128K
|
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
289+ 0.73% |
$84.4K - $100K
|
39.7K
$17.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
278+ 0.83% |
$81.2K - $96.2K
|
33.8K
$14.7M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
275+ 10.16% |
$80.3K - $95.2K
|
2.98K
$1.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
275+ 34.99% |
$80.3K - $95.2K
|
1.06K
$461K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
266New |
$77.7K - $92.1K
|
266
$115K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
242New |
$70.7K - $83.7K
|
242
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
235New |
$68.6K - $81.3K
|
235
$102K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
232+ 10.29% |
$67.7K - $80.3K
|
2.49K
$1.08M
|