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 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
231+ 11.49% |
$67.4K - $79.9K
|
2.24K
$973K
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
214+ 8.3% |
$62.5K - $74.1K
|
2.79K
$1.21M
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
200New |
$58.4K - $69.2K
|
200
$86.8K
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
194+ 64.67% |
$56.6K - $67.1K
|
494
$214K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
192New |
$56.1K - $66.4K
|
192
$83.4K
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
188+ 2.05% |
$54.9K - $65.1K
|
9.36K
$4.07M
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
186+ 9.66% |
$54.3K - $64.4K
|
2.11K
$917K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
177+ 8.16% |
$51.7K - $61.3K
|
2.35K
$1.02M
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
176+ 9.13% |
$51.4K - $60.9K
|
2.1K
$913K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
171New |
$49.9K - $59.2K
|
171
$74.2K
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
167New |
$48.8K - $57.8K
|
167
$72.5K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
165+ 392.86% |
$48.2K - $57.1K
|
207
$89.9K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
165+ 4.05% |
$48.2K - $57.1K
|
4.24K
$1.84M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
161New |
$47K - $55.7K
|
161
$69.9K
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
160+ 27.83% |
$46.7K - $55.4K
|
735
$319K
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
154+ 3080.0% |
$45K - $53.3K
|
159
$69K
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
151+ 0.32% |
$44.1K - $52.3K
|
47.9K
$20.8M
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
150New |
$43.8K - $51.9K
|
150
$65.1K
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
149+ 0.9% |
$43.5K - $51.6K
|
16.7K
$7.24M
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
147+ 7.17% |
$42.9K - $50.9K
|
2.2K
$954K
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
146+ 9.34% |
$42.6K - $50.5K
|
1.71K
$742K
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
145+ 6.03% |
$42.3K - $50.2K
|
2.55K
$1.11M
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
132+ 8.15% |
$38.5K - $45.7K
|
1.75K
$760K
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
132+ 4.79% |
$38.5K - $45.7K
|
2.89K
$1.25M
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
130+ 3.47% |
$38K - $45K
|
3.88K
$1.68M
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
121+ 3.42% |
$35.3K - $41.9K
|
3.66K
$1.59M
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
120+ 0.45% |
$35K - $41.5K
|
26.8K
$11.6M
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
118+ 0.89% |
$34.5K - $40.8K
|
13.4K
$5.82M
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
111+ 1.67% |
$32.4K - $38.4K
|
6.75K
$2.93M
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
109New |
$31.8K - $37.7K
|
109
$47.3K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
108+ 189.47% |
$31.5K - $37.4K
|
165
$71.6K
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
106+ 5.08% |
$30.9K - $36.7K
|
2.19K
$952K
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
105New |
$30.7K - $36.3K
|
105
$45.6K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
101+ 7.54% |
$29.5K - $35K
|
1.44K
$626K
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
101+ 11.23% |
$29.5K - $35K
|
1K
$434K
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
100+ 0.25% |
$29.2K - $34.6K
|
40K
$17.4M
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
100New |
$29.2K - $34.6K
|
100
$43.4K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
100New |
$29.2K - $34.6K
|
100
$43.4K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
92+ 0.74% |
$26.9K - $31.8K
|
12.5K
$5.43M
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
92+ 1.12% |
$26.9K - $31.8K
|
8.29K
$3.6M
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
91+ 4.08% |
$26.6K - $31.5K
|
2.32K
$1.01M
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
90+ 5.36% |
$26.3K - $31.1K
|
1.77K
$768K
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
89+ 2.97% |
$26K - $30.8K
|
3.09K
$1.34M
|
|
Feb 10, 2023
Q4 2022
|
Fortune 45 LLC
|
BUY
|
- |
88+ 1.01% |
$25.7K - $30.5K
|
8.76K
$3.8M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
82+ 1.21% |
$23.9K - $28.4K
|
6.88K
$2.99M
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
80New |
$23.4K - $27.7K
|
80
$34.7K
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
79+ 3.79% |
$23.1K - $27.3K
|
2.16K
$940K
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
77+ 11.03% |
$22.5K - $26.6K
|
775
$336K
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
76+ 2.31% |
$22.2K - $26.3K
|
3.37K
$1.46M
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
76New |
$22.2K - $26.3K
|
76
$33K
|