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 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-20- 1.37% |
$8.35K - $9.02K
|
1.44K
$639K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-20- 1.08% |
$8.35K - $9.02K
|
1.83K
$809K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-22- 2.45% |
$9.19K - $9.92K
|
876
$388K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-23- 2.29% |
$9.61K - $10.4K
|
983
$436K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-23- 0.15% |
$9.61K - $10.4K
|
14.9K
$6.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-24- 13.79% |
$10K - $10.8K
|
150
$66.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-24- 0.63% |
$10K - $10.8K
|
3.79K
$1.68M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-25- 1.25% |
$10.4K - $11.3K
|
1.98K
$877K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-27- 0.78% |
$11.3K - $12.2K
|
3.43K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-27- 3.4% |
$11.3K - $12.2K
|
768
$340K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-30- 75.0% |
$12.5K - $13.5K
|
10
$4.43K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-30- 50.0% |
$12.5K - $13.5K
|
30
$13.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-30- 0.33% |
$12.5K - $13.5K
|
8.98K
$3.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-31- 0.93% |
$12.9K - $14K
|
3.31K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-31- 3.31% |
$12.9K - $14K
|
905
$401K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-31- 1.46% |
$12.9K - $14K
|
2.1K
$929K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-33- 5.17% |
$13.8K - $14.9K
|
605
$268K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-34- 1.21% |
$14.2K - $15.3K
|
2.77K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-35- 0.71% |
$14.6K - $15.8K
|
4.9K
$2.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-35- 35.0% |
$14.6K - $15.8K
|
65
$28.8K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-36- 1.05% |
$15K - $16.2K
|
3.39K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-45- 1.72% |
$18.8K - $20.3K
|
2.57K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-45- 5.39% |
$18.8K - $20.3K
|
790
$350K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-49- 0.67% |
$20.5K - $22.1K
|
7.23K
$3.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-50- 7.91% |
$20.9K - $22.5K
|
582
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-50- 2.53% |
$20.9K - $22.5K
|
1.93K
$855K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-50- 2.96% |
$20.9K - $22.5K
|
1.64K
$726K
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-52- 3.08% |
$21.7K - $23.4K
|
1.64K
$726K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-54- 1.34% |
$22.6K - $24.4K
|
3.97K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-56- 4.68% |
$23.4K - $25.3K
|
1.14K
$505K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-64- 65.31% |
$26.7K - $28.9K
|
34
$15.1K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-65- 9.27% |
$27.1K - $29.3K
|
636
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-66- 1.48% |
$27.6K - $29.8K
|
4.38K
$1.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-68- 1.92% |
$28.4K - $30.7K
|
3.47K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-68- 8.16% |
$28.4K - $30.7K
|
765
$339K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-72- 0.54% |
$30.1K - $32.5K
|
13.2K
$5.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-74- 1.31% |
$30.9K - $33.4K
|
5.58K
$2.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-78- 0.61% |
$32.6K - $35.2K
|
12.6K
$5.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-80- 2.17% |
$33.4K - $36.1K
|
3.62K
$1.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-81- 10.71% |
$33.8K - $36.5K
|
675
$299K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-84- 34.15% |
$35.1K - $37.9K
|
162
$71.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-84- 0.55% |
$35.1K - $37.9K
|
15.3K
$6.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-86- 3.2% |
$35.9K - $38.8K
|
2.6K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-88- 10.58% |
$36.8K - $39.7K
|
744
$330K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-89- 0.95% |
$37.2K - $40.1K
|
9.32K
$4.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-89- 1.55% |
$37.2K - $40.1K
|
5.66K
$2.51M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-90- 1.71% |
$37.6K - $40.6K
|
5.19K
$2.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-96- 1.59% |
$40.1K - $43.3K
|
5.95K
$2.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-96- 1.3% |
$40.1K - $43.3K
|
7.29K
$3.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-96- 64.86% |
$40.1K - $43.3K
|
52
$23K
|