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
|
Advisory Alpha, LLC
|
BUY
|
- |
87+ 1.74% |
$36.3K - $39.2K
|
5.09K
$2.27M
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
81+ 5.04% |
$33.8K - $36.5K
|
1.69K
$753K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
80+ 2.48% |
$33.4K - $36.1K
|
3.31K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
74+ 1.07% |
$30.9K - $33.4K
|
6.96K
$3.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
69+ 11.84% |
$28.8K - $31.1K
|
652
$291K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
69+ 2.59% |
$28.8K - $31.1K
|
2.73K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
68New |
$28.4K - $30.7K
|
68
$30.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
64+ 17.11% |
$26.7K - $28.9K
|
438
$195K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
63+ 1.79% |
$26.3K - $28.4K
|
3.58K
$1.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
60+ 3.42% |
$25.1K - $27.1K
|
1.81K
$809K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
58+ 2.68% |
$24.2K - $26.2K
|
2.22K
$992K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
55+ 1.3% |
$23K - $24.8K
|
4.28K
$1.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
53+ 9.96% |
$22.1K - $23.9K
|
585
$261K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
52New |
$21.7K - $23.4K
|
52
$23.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
52+ 9.52% |
$21.7K - $23.4K
|
598
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
52+ 0.81% |
$21.7K - $23.4K
|
6.48K
$2.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
51+ 16.78% |
$21.3K - $23K
|
355
$158K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
51+ 1.31% |
$21.3K - $23K
|
3.95K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
51New |
$21.3K - $23K
|
51
$22.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
50+ 5.61% |
$20.9K - $22.5K
|
941
$420K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
49+ 2.93% |
$20.5K - $22.1K
|
1.72K
$768K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
47+ 5.99% |
$19.6K - $21.2K
|
831
$371K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
47+ 5.64% |
$19.6K - $21.2K
|
880
$393K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
46+ 0.05% |
$19.2K - $20.7K
|
88.4K
$39.5M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
45+ 7.95% |
$18.8K - $20.3K
|
611
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
43+ 0.48% |
$18K - $19.4K
|
8.95K
$3.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
43+ 1.56% |
$18K - $19.4K
|
2.8K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
42+ 1.29% |
$17.5K - $18.9K
|
3.3K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
38+ 2.71% |
$15.9K - $17.1K
|
1.44K
$643K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
35+ 2.68% |
$14.6K - $15.8K
|
1.34K
$598K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
35+ 1.18% |
$14.6K - $15.8K
|
2.99K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
34+ 6.97% |
$14.2K - $15.3K
|
522
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
33New |
$13.8K - $14.9K
|
33
$14.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
33+ 1.42% |
$13.8K - $14.9K
|
2.36K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
33+ 4.29% |
$13.8K - $14.9K
|
802
$358K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
33+ 0.69% |
$13.8K - $14.9K
|
4.78K
$2.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
32+ 0.38% |
$13.4K - $14.4K
|
8.38K
$3.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
29+ 0.61% |
$12.1K - $13.1K
|
4.78K
$2.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
29+ 4.03% |
$12.1K - $13.1K
|
749
$334K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
26+ 60.47% |
$10.9K - $11.7K
|
69
$30.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
26+ 0.76% |
$10.9K - $11.7K
|
3.46K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
25+ 4.66% |
$10.4K - $11.3K
|
562
$251K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
22+ 0.17% |
$9.19K - $9.92K
|
12.8K
$5.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
22New |
$9.19K - $9.92K
|
22
$9.81K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
22+ 1.32% |
$9.19K - $9.92K
|
1.69K
$753K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
21+ 0.16% |
$8.77K - $9.47K
|
13.1K
$5.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
20+ 39.22% |
$8.35K - $9.02K
|
71
$31.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19+ 1.16% |
$7.94K - $8.57K
|
1.66K
$741K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
17+ 0.82% |
$7.1K - $7.67K
|
2.1K
$935K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
17+ 0.13% |
$7.1K - $7.67K
|
13K
$5.82M
|