Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
459KNew |
$192M - $207M
|
459K
$203M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
412K+ 8900.93% |
$172M - $186M
|
416K
$184M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
250K+ 42602.73% |
$104M - $113M
|
251K
$111M
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
187K+ 7978.64% |
$78.1M - $84.4M
|
189K
$83.9M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
145K+ 106.08% |
$60.6M - $65.4M
|
282K
$125M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
134K+ 76.14% |
$56M - $60.4M
|
310K
$137M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
92.1K+ 45.29% |
$38.5M - $41.5M
|
295K
$131M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
83.8KNew |
$35M - $37.8M
|
83.8K
$37.1M
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
75.5K+ 324.21% |
$31.5M - $34M
|
98.8K
$43.8M
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
65.1KNew |
$27.2M - $29.4M
|
65.1K
$28.8M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
50.8KNew |
$21.2M - $22.9M
|
50.8K
$22.5M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
46.8K+ 63.18% |
$19.6M - $21.1M
|
121K
$53.6M
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
40.2K+ 255.42% |
$16.8M - $18.1M
|
55.9K
$24.8M
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
38.3K+ 33905.31% |
$16M - $17.3M
|
38.4K
$17M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
35.4K+ 601.39% |
$14.8M - $16M
|
41.3K
$18.3M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
34K+ 1056.19% |
$14.2M - $15.4M
|
37.3K
$16.5M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
32.3KNew |
$13.5M - $14.6M
|
32.3K
$14.3M
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
29.8KNew |
$12.4M - $13.4M
|
29.8K
$13.2M
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
26.8K+ 4402.96% |
$11.2M - $12.1M
|
27.4K
$12.2M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.4K+ 27.85% |
$11M - $11.9M
|
121K
$53.7M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.7K+ 50.27% |
$9.91M - $10.7M
|
70.9K
$31.4M
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
20.2KNew |
$8.44M - $9.12M
|
20.2K
$8.96M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.7K+ 60.02% |
$8.23M - $8.88M
|
52.5K
$23.3M
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
19.6KNew |
$8.2M - $8.85M
|
19.6K
$8.7M
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
18.1KNew |
$7.56M - $8.16M
|
18.1K
$8.02M
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
17.8KNew |
$7.44M - $8.03M
|
17.8K
$7.89M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17.1K+ 98.39% |
$7.14M - $7.71M
|
34.5K
$15.3M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.5K+ 700.34% |
$6.88M - $7.43M
|
18.8K
$8.34M
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
14.9K+ 67.98% |
$6.23M - $6.72M
|
36.8K
$16.3M
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
14.6K+ 1711.46% |
$6.11M - $6.6M
|
15.5K
$6.86M
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
13.9KNew |
$5.81M - $6.28M
|
13.9K
$6.17M
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
13.8KNew |
$5.77M - $6.23M
|
13.8K
$6.12M
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
13.6K+ 34.3% |
$5.68M - $6.13M
|
53.2K
$23.6M
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
11.6KNew |
$4.84M - $5.23M
|
11.6K
$5.14M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
11KNew |
$4.6M - $4.96M
|
11K
$4.88M
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
10.4KNew |
$4.35M - $4.69M
|
10.4K
$4.61M
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
8.86KNew |
$3.7M - $4M
|
8.86K
$3.93M
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
8.7KNew |
$3.63M - $3.92M
|
8.7K
$3.85M
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
8.65KNew |
$3.61M - $3.9M
|
8.65K
$3.83M
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.23K+ 69.34% |
$3.44M - $3.71M
|
20.1K
$8.91M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.04K+ 201.13% |
$3.36M - $3.62M
|
12K
$5.33M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7.57K+ 115.48% |
$3.16M - $3.41M
|
14.1K
$6.26M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.65K+ 99.52% |
$2.78M - $3M
|
13.3K
$5.91M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
6.49K+ 87.04% |
$2.71M - $2.92M
|
13.9K
$6.18M
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.41KNew |
$2.68M - $2.89M
|
6.41K
$2.84M
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
6.26KNew |
$2.62M - $2.82M
|
6.26K
$2.77M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.98KNew |
$2.5M - $2.7M
|
5.98K
$2.65M
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
5.82K+ 3.57% |
$2.43M - $2.62M
|
169K
$74.8M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
5.81KNew |
$2.43M - $2.62M
|
5.81K
$2.57M
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
5.65KNew |
$2.36M - $2.55M
|
5.65K
$2.5M
|