Purchases and Sales Made in Q4 2023 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 2023. 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 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
11+ 1.05% |
$3.57K - $4.15K
|
1.06K
$471K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11New |
$3.57K - $4.15K
|
11
$4.89K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
11+ 0.72% |
$3.57K - $4.15K
|
1.53K
$681K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
10+ 0.9% |
$3.24K - $3.77K
|
1.13K
$501K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
10New |
$3.24K - $3.77K
|
10
$4.45K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10+ 0.66% |
$3.24K - $3.77K
|
1.51K
$673K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
10+ 0.25% |
$3.24K - $3.77K
|
3.96K
$1.76M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
9+ 0.46% |
$2.92K - $3.39K
|
1.97K
$874K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
9+ 0.29% |
$2.92K - $3.39K
|
3.13K
$1.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
8+ 0.53% |
$2.59K - $3.02K
|
1.51K
$670K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
8+ 1.06% |
$2.59K - $3.02K
|
766
$341K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
7+ 0.12% |
$2.27K - $2.64K
|
5.62K
$2.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
7+ 0.44% |
$2.27K - $2.64K
|
1.6K
$709K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
6+ 0.27% |
$1.95K - $2.26K
|
2.19K
$973K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
6+ 0.55% |
$1.95K - $2.26K
|
1.1K
$489K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
6New |
$1.95K - $2.26K
|
6
$2.67K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6New |
$1.95K - $2.26K
|
6
$2.67K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
5+ 0.43% |
$1.62K - $1.89K
|
1.16K
$517K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
5+ 0.2% |
$1.62K - $1.89K
|
2.5K
$1.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
5+ 0.55% |
$1.62K - $1.89K
|
922
$410K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
5+ 0.24% |
$1.62K - $1.89K
|
2.05K
$913K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
5+ 0.21% |
$1.62K - $1.89K
|
2.39K
$1.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
4+ 0.16% |
$1.3K - $1.51K
|
2.45K
$1.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
4+ 0.41% |
$1.3K - $1.51K
|
983
$437K
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
4+ 0.48% |
$1.3K - $1.51K
|
837
$372K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4+ 0.3% |
$1.3K - $1.51K
|
1.34K
$596K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 0.64% |
$1.3K - $1.51K
|
626
$278K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4+ 0.01% |
$1.3K - $1.51K
|
30.2K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.0% |
$973 - $1.13K
|
61.6K
$27.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3New |
$973 - $1.13K
|
3
$1.33K
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.26% |
$973 - $1.13K
|
1.17K
$518K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$973 - $1.13K
|
6.09K
$2.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
3+ 0.49% |
$973 - $1.13K
|
620
$276K
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
3+ 0.48% |
$973 - $1.13K
|
632
$281K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
3+ 0.23% |
$973 - $1.13K
|
1.28K
$569K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
3+ 0.25% |
$973 - $1.13K
|
1.2K
$531K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.24% |
$648 - $754
|
845
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
2+ 0.21% |
$648 - $754
|
933
$415K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
2New |
$648 - $754
|
2
$889
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
BUY
|
- |
2+ 0.16% |
$648 - $754
|
1.28K
$568K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2+ 0.05% |
$648 - $754
|
3.64K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.16% |
$648 - $754
|
1.27K
$566K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.52% |
$648 - $754
|
390
$173K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.52% |
$648 - $754
|
385
$171K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.54% |
$648 - $754
|
369
$164K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2+ 0.27% |
$648 - $754
|
738
$328K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 5.0% |
$648 - $754
|
42
$18.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2+ 0.12% |
$648 - $754
|
1.63K
$725K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2+ 0.17% |
$648 - $754
|
1.17K
$521K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.31% |
$324 - $377
|
326
$145K
|