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 1,364 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
600
shares
|
$266,472
0.13% of portfolio
|
Q4 2023
Reduced 51.69%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
600
shares
|
$266,472
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
598
shares
|
$265,583
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
597
shares
|
$265,139
0.02% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 22, 2025 Q4 2024 |
597
shares
|
$265,139
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
595
shares
|
$264,251
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
595
shares
|
$264,251
0.04% of portfolio
|
Q4 2024
Added 495.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
590
shares
|
$262,030
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
590
shares
|
$262,030
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
589
shares
|
$261,586
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
589
shares
|
$261,586
0.03% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
589
shares
|
$261,586
0.11% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Elite Life Management LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
588
shares
|
$261,142
0.81% of portfolio
|
Q4 2023
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
587
shares
|
$260,698
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
587
shares
|
$260,698
0.08% of portfolio
|
Q3 2024
Reduced 99.66%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
585
shares
|
$259,810
0.07% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
585
shares
|
$259,810
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
583
shares
|
$258,921
0.0% of portfolio
|
Q1 2023
Reduced 84.52%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
581
shares
|
$258,033
0.61% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
580
shares
|
$257,589
0.19% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
580
shares
|
$257,589
0.05% of portfolio
|
Q3 2024
Added 41.46%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
575
shares
|
$255,369
0.04% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
575
shares
|
$255,369
0.05% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
575
shares
|
$255,369
0.02% of portfolio
|
Q3 2024
Reduced 14.18%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
575
shares
|
$255,369
0.17% of portfolio
|
Q2 2024
Reduced 3.52%
|