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 1,508 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 |
|---|---|---|---|---|---|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
612
shares
|
$288,741
0.2% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
611
shares
|
$288,269
0.08% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
610
shares
|
$287,798
0.0% of portfolio
|
Q2 2025
Reduced 14.08%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
609
shares
|
$287,326
0.01% of portfolio
|
Q4 2024
Reduced 97.78%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
609
shares
|
$287,326
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
608
shares
|
$286,854
0.03% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Nov 12, 2025 Q3 2025 |
608
shares
|
$286,854
0.23% of portfolio
|
Q4 2023
Added 25.49%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
607
shares
|
$286,382
0.01% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
606
shares
|
$285,910
0.05% of portfolio
|
Q3 2025
Reduced 14.16%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
603
shares
|
$284,495
0.16% of portfolio
|
Q3 2025
Reduced 21.48%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
602
shares
|
$284,023
0.01% of portfolio
|
Q3 2025
Reduced 10.01%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
600
shares
|
$283,080
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
600
shares
|
$283,080
0.01% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
600
shares
|
$283,080
0.13% of portfolio
|
Q4 2023
Reduced 51.69%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
600
shares
|
$283,080
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Harbor Group, Inc.
|
Jan 12, 2026 Q4 2025 |
599
shares
|
$282,608
0.04% of portfolio
|
Q4 2025
Added 0.5%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 09, 2025 Q3 2025 |
597
shares
|
$281,664
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
596
shares
|
$281,192
0.25% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
594
shares
|
$280,249
0.0% of portfolio
|
Q3 2025
Reduced 8.62%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
593
shares
|
$279,777
0.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Oct 14, 2025 Q3 2025 |
593
shares
|
$279,777
0.22% of portfolio
|
Q3 2025
Reduced 45.84%
|
|
|
Sather Financial Group Inc
|
Oct 22, 2025 Q3 2025 |
590
shares
|
$278,362
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
590
shares
|
$278,362
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
590
shares
|
$278,362
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jan 06, 2026 Q4 2025 |
589
shares
|
$277,890
0.12% of portfolio
|
Q4 2025
Added 13.27%
|
|