Institutional Ownership 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). We have compiled data on the 1,392 institutions that hold shares in the stock, with a total of 32.3 Million shares, which have been reported (via 13F filing form) to have a value of $14.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
2,834
shares
|
$1.27 Million
0.65% of portfolio
|
Q4 2024
Added 23.59%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
2,817
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2022
Reduced 40.17%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
2,801
shares
|
$1.26 Million
0.07% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
2,800
shares
|
$1.26 Million
0.3% of portfolio
|
Q4 2020
Added 40.0%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
2,797
shares
|
$1.25 Million
0.44% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
2,777
shares
|
$1.25 Million
0.52% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
2,774
shares
|
$1.24 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
2,762
shares
|
$1.24 Million
0.09% of portfolio
|
Q1 2023
Reduced 5.15%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
2,748
shares
|
$1.23 Million
0.18% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
2,745
shares
|
$1.23 Million
0.42% of portfolio
|
Q4 2024
Added 12.09%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
2,728
shares
|
$1.22 Million
0.13% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,722
shares
|
$1.22 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
2,713
shares
|
$1.22 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
2,691
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2023
Added 0.9%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,686
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
2,683
shares
|
$1.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
2,667
shares
|
$1.2 Million
0.05% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
2,661
shares
|
$1.19 Million
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,633
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2024
Added 20.12%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,622
shares
|
$1.18 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,620
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
2,618
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Added 45.69%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
2,608
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.46%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
2,607
shares
|
$1.17 Million
1.2% of portfolio
|
Q2 2024
Reduced 20.93%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
2,603
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2024
Added 17.62%
|