Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
103+ 5.73% |
$33.6K - $37.9K
|
1.9K
$797K
|
|
May 06, 2022
Q1 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
100+ 12.9% |
$32.7K - $36.8K
|
875
$367K
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
100+ 0.64% |
$32.7K - $36.8K
|
15.8K
$6.64M
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
99+ 1.57% |
$32.3K - $36.4K
|
6.42K
$2.69M
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
97+ 0.78% |
$31.7K - $35.7K
|
12.5K
$5.27M
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
95+ 4.5% |
$31K - $34.9K
|
2.2K
$925K
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
95+ 8.46% |
$31K - $34.9K
|
1.22K
$511K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
95+ 950.0% |
$31K - $34.9K
|
105
$44.1K
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
94+ 7.91% |
$30.7K - $34.6K
|
1.28K
$538K
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
94+ 7.91% |
$30.7K - $34.6K
|
1.28K
$538K
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
89+ 13.05% |
$29.1K - $32.7K
|
771
$324K
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
87New |
$28.4K - $32K
|
87
$36.5K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
84+ 4.76% |
$27.4K - $30.9K
|
1.85K
$775K
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
84+ 311.11% |
$27.4K - $30.9K
|
111
$46.6K
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
79+ 6.61% |
$25.8K - $29.1K
|
1.28K
$535K
|
|
Apr 20, 2022
Q1 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
67New |
$21.9K - $24.6K
|
67
$28.1K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
65+ 34.21% |
$21.2K - $23.9K
|
255
$107K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
60New |
$19.6K - $22.1K
|
60
$25.2K
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
59+ 2.26% |
$19.3K - $21.7K
|
2.66K
$1.12M
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
57+ 3.62% |
$18.6K - $21K
|
1.63K
$685K
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
55+ 3.43% |
$18K - $20.2K
|
1.66K
$696K
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
52+ 0.77% |
$17K - $19.1K
|
6.81K
$2.86M
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
51+ 8.32% |
$16.7K - $18.8K
|
664
$279K
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
51+ 7.12% |
$16.7K - $18.8K
|
767
$322K
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
50+ 5.51% |
$16.3K - $18.4K
|
958
$402K
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
50+ 6.46% |
$16.3K - $18.4K
|
824
$346K
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
47+ 1.71% |
$15.3K - $17.3K
|
2.79K
$1.17M
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
47New |
$15.3K - $17.3K
|
47
$19.7K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
45+ 13.89% |
$14.7K - $16.6K
|
369
$155K
|
|
May 11, 2022
Q1 2022
|
Fortune 45 LLC
|
BUY
|
- |
43+ 0.22% |
$14K - $15.8K
|
19.5K
$8.18M
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
40+ 0.77% |
$13.1K - $14.7K
|
5.24K
$2.2M
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
40+ 5.06% |
$13.1K - $14.7K
|
830
$348K
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
39+ 4.5% |
$12.7K - $14.3K
|
906
$380K
|
|
Feb 20, 2025
Q1 2022
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
38+ 3.48% |
$12.4K - $14K
|
1.13K
$474K
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
36+ 150.0% |
$11.8K - $13.2K
|
60
$25.2K
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
36+ 2.16% |
$11.8K - $13.2K
|
1.71K
$716K
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
36+ 3.51% |
$11.8K - $13.2K
|
1.06K
$446K
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
35+ 875.0% |
$11.4K - $12.9K
|
39
$16.4K
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
33+ 1.63% |
$10.8K - $12.1K
|
2.06K
$865K
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
31+ 1.15% |
$10.1K - $11.4K
|
2.73K
$1.15M
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
30+ 0.16% |
$9.8K - $11K
|
19.1K
$8.01M
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
30+ 20.0% |
$9.8K - $11K
|
180
$75.5K
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
28+ 1.91% |
$9.14K - $10.3K
|
1.49K
$626K
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
BUY
|
- |
28+ 2.26% |
$9.14K - $10.3K
|
1.27K
$532K
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
28+ 6.05% |
$9.14K - $10.3K
|
491
$206K
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
25New |
$8.16K - $9.2K
|
25
$10.5K
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
25+ 2.27% |
$8.16K - $9.2K
|
1.13K
$472K
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
23+ 1.12% |
$7.51K - $8.46K
|
2.07K
$869K
|
|
May 09, 2022
Q1 2022
|
Cypress Capital, LLC
|
BUY
|
- |
22+ 0.57% |
$7.18K - $8.09K
|
3.91K
$1.64M
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
22New |
$7.18K - $8.09K
|
22
$9.23K
|