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 1,510 institutions that hold shares in the stock, with a total of 33.6 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,104
shares
|
$520,867
0.0% of portfolio
|
Q4 2022
Reduced 33.17%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
1,101
shares
|
$519,451
0.12% of portfolio
|
Q1 2025
Reduced 21.41%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
1,101
shares
|
$519,451
0.01% of portfolio
|
Q2 2024
Reduced 23.59%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,100
shares
|
$518,980
0.03% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
1,099
shares
|
$518,508
0.01% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
1,096
shares
|
$517,092
0.0% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Scharf Investments, LLC
|
Nov 13, 2025 Q3 2025 |
1,095
shares
|
$516,621
0.02% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,093
shares
|
$515,677
0.01% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
1,092
shares
|
$515,205
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,092
shares
|
$515,205
0.0% of portfolio
|
Q3 2025
Added 26.39%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,084
shares
|
$511,431
0.11% of portfolio
|
Q1 2025
Added 42.82%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
1,083
shares
|
$510,959
0.06% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
1,079
shares
|
$509,072
0.19% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
1,078
shares
|
$508,600
0.28% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
1,077
shares
|
$508,128
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
1,073
shares
|
$506,241
0.15% of portfolio
|
Q3 2025
Added 101.31%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
1,068
shares
|
$503,882
0.16% of portfolio
|
Q3 2025
Added 63.05%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
1,065
shares
|
$502,467
0.07% of portfolio
|
Q4 2023
Reduced 4.14%
|
|
|
Momentum Wealth Planning, LLC
Estero, FL |
Nov 12, 2025 Q3 2025 |
1,064
shares
|
$501,995
0.39% of portfolio
|
Q3 2025
Reduced 8.59%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
1,062
shares
|
$501,051
0.3% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
1,061
shares
|
$500,579
0.22% of portfolio
|
Q3 2025
Reduced 18.45%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
1,053
shares
|
$496,805
0.01% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
1,052
shares
|
$496,333
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
1,052
shares
|
$496,333
0.02% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
1,052
shares
|
$496,333
0.3% of portfolio
|
Q3 2025
Added 0.96%
|
|