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 |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-5- 0.76% |
$2.09K - $2.25K
|
656
$292K
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-5- 0.84% |
$2.09K - $2.25K
|
592
$263K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-5- 0.82% |
$2.09K - $2.25K
|
604
$268K
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-5- 1.16% |
$2.09K - $2.25K
|
427
$190K
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-7- 0.19% |
$2.92K - $3.16K
|
3.77K
$1.68M
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-7- 1.68% |
$2.92K - $3.16K
|
410
$182K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-7- 3.08% |
$2.92K - $3.16K
|
220
$97.8K
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-7- 0.2% |
$2.92K - $3.16K
|
3.43K
$1.52M
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-8- 0.72% |
$3.34K - $3.61K
|
1.1K
$490K
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-9- 0.06% |
$3.76K - $4.06K
|
15.8K
$7.02M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-10- 0.29% |
$4.18K - $4.51K
|
3.4K
$1.51M
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-10- 0.48% |
$4.18K - $4.51K
|
2.05K
$912K
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-10- 1.48% |
$4.18K - $4.51K
|
665
$296K
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-10- 0.64% |
$4.18K - $4.51K
|
1.54K
$686K
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-10- 1.09% |
$4.18K - $4.51K
|
911
$405K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-10- 3.18% |
$4.18K - $4.51K
|
304
$135K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-10- 2.56% |
$4.18K - $4.51K
|
381
$169K
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-10- 0.6% |
$4.18K - $4.51K
|
1.67K
$742K
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-10- 0.58% |
$4.18K - $4.51K
|
1.72K
$764K
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-10- 0.54% |
$4.18K - $4.51K
|
1.86K
$826K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10- 40.0% |
$4.18K - $4.51K
|
15
$6.67K
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-10- 20.0% |
$4.18K - $4.51K
|
40
$17.8K
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-11- 1.86% |
$4.59K - $4.96K
|
579
$257K
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-11- 1.3% |
$4.59K - $4.96K
|
833
$370K
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-12- 0.31% |
$5.01K - $5.41K
|
3.84K
$1.71M
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-12- 0.17% |
$5.01K - $5.41K
|
7.17K
$3.19M
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-12- 7.79% |
$5.01K - $5.41K
|
142
$63.1K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-12- 2.6% |
$5.01K - $5.41K
|
450
$200K
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
SELL
|
- |
-13- 1.46% |
$5.43K - $5.86K
|
877
$390K
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-14- 1.82% |
$5.85K - $6.31K
|
755
$336K
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-14- 2.51% |
$5.85K - $6.31K
|
544
$242K
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-15- 1.14% |
$6.27K - $6.76K
|
1.31K
$581K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-15- 5.21% |
$6.27K - $6.76K
|
273
$121K
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-17- 1.03% |
$7.1K - $7.67K
|
1.64K
$728K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-18- 0.67% |
$7.52K - $8.12K
|
2.68K
$1.19M
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-18- 2.43% |
$7.52K - $8.12K
|
724
$322K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-19- 2.36% |
$7.94K - $8.57K
|
785
$349K
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-20- 1.37% |
$8.35K - $9.02K
|
1.44K
$641K
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-20- 1.21% |
$8.35K - $9.02K
|
1.63K
$724K
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-20- 1.08% |
$8.35K - $9.02K
|
1.83K
$812K
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-20- 2.95% |
$8.35K - $9.02K
|
657
$292K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-21- 0.11% |
$8.77K - $9.47K
|
19.5K
$8.69M
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-21- 2.52% |
$8.77K - $9.47K
|
812
$361K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-22- 2.45% |
$9.19K - $9.92K
|
876
$389K
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-22- 3.99% |
$9.19K - $9.92K
|
530
$236K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-23- 2.29% |
$9.61K - $10.4K
|
983
$437K
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-23- 0.15% |
$9.61K - $10.4K
|
14.9K
$6.64M
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-23- 0.41% |
$9.61K - $10.4K
|
5.61K
$2.5M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-23- 1.41% |
$9.61K - $10.4K
|
1.61K
$716K
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-24- 13.79% |
$10K - $10.8K
|
150
$66.7K
|