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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,700
shares
|
$762,739
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
1,693
shares
|
$759,598
0.05% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
1,693
shares
|
$759,598
0.32% of portfolio
|
Q3 2024
Reduced 21.15%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
1,689
shares
|
$757,803
0.51% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
1,680
shares
|
$753,765
0.17% of portfolio
|
Q2 2024
Added 1.51%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
1,676
shares
|
$751,970
0.22% of portfolio
|
Q4 2024
Added 19.71%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,664
shares
|
$746,586
0.04% of portfolio
|
Q1 2023
Reduced 2.92%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1,664
shares
|
$746,586
0.27% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,662
shares
|
$745,689
0.09% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
1,649
shares
|
$739,856
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
1,639
shares
|
$735,370
0.09% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
1,638
shares
|
$734,921
0.09% of portfolio
|
Q3 2023
Added 2.38%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jan 27, 2025 Q4 2024 |
1,638
shares
|
$734,921
0.35% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
1,637
shares
|
$734,472
0.34% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
1,634
shares
|
$733,126
0.01% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
1,631
shares
|
$731,780
0.09% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
1,629
shares
|
$730,883
0.38% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
1,626
shares
|
$729,537
0.01% of portfolio
|
Q4 2024
Added 29.05%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
1,618
shares
|
$725,948
0.18% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
1,609
shares
|
$721,910
0.0% of portfolio
|
Q3 2022
Added 0.5%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
1,607
shares
|
$721,012
0.13% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
1,607
shares
|
$721,012
0.08% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,607
shares
|
$721,012
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
1,577
shares
|
$707,552
0.05% of portfolio
|
Q4 2024
Reduced 11.75%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
1,569
shares
|
$703,963
0.09% of portfolio
|
Q3 2024
Reduced 0.7%
|