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 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
1.05K+ 162.25% |
$440K - $475K
|
1.7K
$754K
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1KNew |
$419K - $452K
|
1K
$444K
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1KNew |
$418K - $451K
|
1K
$443K
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
976+ 10.0% |
$408K - $440K
|
10.7K
$4.76M
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
954+ 3.21% |
$398K - $430K
|
30.6K
$13.6M
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
916+ 70.03% |
$383K - $413K
|
2.22K
$985K
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
913New |
$381K - $412K
|
913
$405K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
913+ 13.7% |
$381K - $412K
|
7.58K
$3.36M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
907+ 24.84% |
$379K - $409K
|
4.56K
$2.02M
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
904+ 45.66% |
$378K - $408K
|
2.88K
$1.28M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
896New |
$374K - $404K
|
896
$397K
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
887+ 0.61% |
$370K - $400K
|
147K
$65M
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
886New |
$370K - $400K
|
886
$393K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
877+ 24.87% |
$366K - $395K
|
4.4K
$1.95M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
862+ 22.18% |
$360K - $389K
|
4.75K
$2.1M
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
860New |
$359K - $388K
|
860
$381K
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
845New |
$353K - $381K
|
845
$374K
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
834New |
$348K - $376K
|
834
$370K
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
834New |
$348K - $376K
|
834
$370K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
833+ 11.98% |
$348K - $376K
|
7.79K
$3.45M
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
827+ 122.7% |
$345K - $373K
|
1.5K
$665K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
823+ 1.49% |
$344K - $371K
|
55.9K
$24.8M
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
818+ 135.66% |
$342K - $369K
|
1.42K
$630K
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
807New |
$337K - $364K
|
807
$358K
|
|
Jan 30, 2025
Q4 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
782+ 25.2% |
$327K - $353K
|
3.89K
$1.72M
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
777New |
$325K - $350K
|
777
$344K
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
770New |
$322K - $347K
|
770
$341K
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
762New |
$318K - $344K
|
762
$338K
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
750+ 20.63% |
$313K - $338K
|
4.39K
$1.94M
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
743New |
$310K - $335K
|
743
$329K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
727New |
$304K - $328K
|
727
$322K
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
707+ 31.59% |
$295K - $319K
|
2.95K
$1.3M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
704New |
$294K - $317K
|
704
$312K
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
691New |
$289K - $312K
|
691
$306K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
683+ 98.56% |
$285K - $308K
|
1.38K
$610K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
681New |
$284K - $307K
|
681
$302K
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
679New |
$284K - $306K
|
679
$301K
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
657+ 8.08% |
$274K - $296K
|
8.79K
$3.9M
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
653New |
$273K - $294K
|
653
$289K
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
651New |
$272K - $294K
|
651
$288K
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
639New |
$267K - $288K
|
639
$283K
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
636New |
$266K - $287K
|
636
$282K
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
632+ 98.75% |
$264K - $285K
|
1.27K
$564K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
626+ 0.63% |
$261K - $282K
|
99.3K
$44M
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
626New |
$261K - $282K
|
626
$277K
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
617New |
$258K - $278K
|
617
$273K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
609+ 8.86% |
$254K - $275K
|
7.48K
$3.32M
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
600+ 85.47% |
$251K - $271K
|
1.3K
$577K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
575New |
$240K - $259K
|
575
$255K
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
574+ 2.44% |
$240K - $259K
|
24.1K
$10.7M
|