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 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.65K+ 99.52% |
$2.78M - $3M
|
13.3K
$5.94M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
6.49K+ 87.04% |
$2.71M - $2.92M
|
13.9K
$6.22M
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
6.46K+ 53.17% |
$2.7M - $2.91M
|
18.6K
$8.3M
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.41KNew |
$2.68M - $2.89M
|
6.41K
$2.86M
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
6.26KNew |
$2.62M - $2.82M
|
6.26K
$2.79M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.98KNew |
$2.5M - $2.7M
|
5.98K
$2.67M
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
5.82K+ 3.57% |
$2.43M - $2.62M
|
169K
$75.3M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
5.81KNew |
$2.43M - $2.62M
|
5.81K
$2.59M
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
5.65KNew |
$2.36M - $2.55M
|
5.65K
$2.52M
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.5K+ 57.39% |
$2.3M - $2.48M
|
15.1K
$6.73M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
5.21K+ 8.33% |
$2.18M - $2.35M
|
67.8K
$30.2M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.05K+ 11.69% |
$2.11M - $2.28M
|
48.2K
$21.5M
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.96KNew |
$2.07M - $2.24M
|
4.96K
$2.21M
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
4.59KNew |
$1.92M - $2.07M
|
4.59K
$2.05M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.58K+ 17.37% |
$1.91M - $2.06M
|
30.9K
$13.8M
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.4KNew |
$1.84M - $1.99M
|
4.4K
$1.96M
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.3KNew |
$1.79M - $1.94M
|
4.3K
$1.92M
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
4.03K+ 0.75% |
$1.68M - $1.82M
|
538K
$240M
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
3.9KNew |
$1.63M - $1.76M
|
3.9K
$1.74M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.74K+ 26.41% |
$1.56M - $1.69M
|
17.9K
$7.99M
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.73KNew |
$1.56M - $1.68M
|
3.73K
$1.67M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.7K+ 12.61% |
$1.55M - $1.67M
|
33.1K
$14.7M
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.66K+ 84.92% |
$1.53M - $1.65M
|
7.96K
$3.55M
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3.59KNew |
$1.5M - $1.62M
|
3.59K
$1.6M
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
3.28K+ 11.66% |
$1.37M - $1.48M
|
31.4K
$14M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.28K+ 123.71% |
$1.37M - $1.48M
|
5.93K
$2.64M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.16K+ 2.06% |
$1.32M - $1.42M
|
157K
$70M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.03K+ 10.98% |
$1.26M - $1.37M
|
30.6K
$13.7M
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
2.92KNew |
$1.22M - $1.32M
|
2.92K
$1.3M
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.72K+ 35.96% |
$1.14M - $1.23M
|
10.3K
$4.58M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.71K+ 5.95% |
$1.13M - $1.22M
|
48.3K
$21.5M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.7K+ 36.57% |
$1.13M - $1.22M
|
10.1K
$4.5M
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.58K+ 3.96% |
$1.08M - $1.17M
|
67.9K
$30.3M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.5K+ 605.81% |
$1.05M - $1.13M
|
2.92K
$1.3M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.46K+ 10.31% |
$1.03M - $1.11M
|
26.3K
$11.7M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.43KNew |
$1.02M - $1.1M
|
2.43K
$1.08M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.34K+ 7.45% |
$979K - $1.06M
|
33.8K
$15.1M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.32K+ 40.38% |
$968K - $1.05M
|
8.06K
$3.6M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.21K+ 17.24% |
$924K - $997K
|
15K
$6.71M
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
2.16KNew |
$902K - $974K
|
2.16K
$964K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.14K+ 107.38% |
$893K - $965K
|
4.13K
$1.84M
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.99K+ 12.81% |
$830K - $896K
|
17.5K
$7.8M
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.94KNew |
$809K - $873K
|
1.94K
$864K
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.91K+ 64.59% |
$798K - $861K
|
4.87K
$2.17M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.88K+ 318.51% |
$784K - $846K
|
2.47K
$1.1M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.83K+ 149.92% |
$763K - $823K
|
3.04K
$1.36M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.82KNew |
$760K - $821K
|
1.82K
$812K
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
1.79KNew |
$746K - $805K
|
1.79K
$797K
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.7KNew |
$708K - $765K
|
1.7K
$757K
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.68K+ 350.0% |
$702K - $758K
|
2.16K
$964K
|