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 1,366 institutions that hold shares in the stock, with a total of 31.5 Million shares, which have been reported (via 13F filing form) to have a value of $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
784
shares
|
$350,542
0.01% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
784
shares
|
$350,542
0.05% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
782
shares
|
$349,647
0.02% of portfolio
|
Q4 2024
Reduced 45.73%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
781
shares
|
$349,200
0.08% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
780
shares
|
$348,753
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
779
shares
|
$348,306
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
775
shares
|
$346,518
0.18% of portfolio
|
Q4 2021
Reduced 1.52%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
775
shares
|
$346,518
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
773
shares
|
$345,623
0.11% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
773
shares
|
$345,623
0.02% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
769
shares
|
$343,835
0.33% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
769
shares
|
$343,835
0.07% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
766
shares
|
$342,493
0.03% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
765
shares
|
$342,046
0.12% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
765
shares
|
$342,046
0.1% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
762
shares
|
$340,705
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
760
shares
|
$339,811
0.0% of portfolio
|
Q3 2024
Added 413.51%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
759
shares
|
$339,364
0.08% of portfolio
|
Q4 2024
Reduced 29.98%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
759
shares
|
$339,364
0.03% of portfolio
|
Q3 2020
New holding
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
758
shares
|
$338,916
0.01% of portfolio
|
Q4 2022
Reduced 28.08%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
754
shares
|
$337,128
0.12% of portfolio
|
Q2 2022
Reduced 6.22%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
750
shares
|
$335,340
0.03% of portfolio
|
Q4 2023
Added 5.63%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
750
shares
|
$335,340
0.03% of portfolio
|
Q3 2020
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
749
shares
|
$334,892
0.05% of portfolio
|
Q3 2024
Reduced 35.54%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
748
shares
|
$334,445
0.02% of portfolio
|
Q3 2024
Reduced 9.66%
|