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 |
|---|---|---|---|---|---|
|
Scharf Investments, LLC
|
Jan 23, 2025 Q4 2024 |
1,095
shares
|
$491,293
0.02% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
1,092
shares
|
$489,947
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
1,076
shares
|
$482,768
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
1,075
shares
|
$482,320
0.2% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
1,068
shares
|
$479,179
0.06% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,065
shares
|
$477,833
0.13% of portfolio
|
Q4 2023
Reduced 4.14%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
1,065
shares
|
$477,833
0.03% of portfolio
|
Q4 2024
Added 85.22%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,062
shares
|
$476,487
0.06% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
1,060
shares
|
$475,590
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
1,052
shares
|
$472,000
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
1,035
shares
|
$464,373
0.0% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
1,032
shares
|
$463,027
0.01% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
1,027
shares
|
$460,784
0.02% of portfolio
|
Q2 2023
Reduced 8.87%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
1,022
shares
|
$458,540
0.02% of portfolio
|
Q3 2024
Reduced 32.09%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,022
shares
|
$458,540
0.05% of portfolio
|
Q3 2021
Reduced 0.87%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
1,020
shares
|
$457,643
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,007
shares
|
$451,810
0.01% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
1,001
shares
|
$449,118
0.02% of portfolio
|
Q4 2024
Added 67.39%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
1,001
shares
|
$449,118
0.33% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
1,000
shares
|
$448,670
0.28% of portfolio
|
Q2 2023
Reduced 0.89%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,000
shares
|
$448,670
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
1,000
shares
|
$448,670
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Pinz Capital Management, LP
New York, NY |
Nov 15, 2022 Q3 2022 |
1,000
shares
|
$448,670
0.52% of portfolio
|
Q3 2022
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
999
shares
|
$448,221
0.03% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 14, 2025 Q4 2024 |
999
shares
|
$448,221
0.44% of portfolio
|
Q3 2024
New holding
|