Purchases and Sales Made in Q1 2023 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 2023. 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 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-44- 5.12% |
$14K - $15.1K
|
815
$363K
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-45- 88.24% |
$14.3K - $15.4K
|
6
$2.67K
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-46- 1.49% |
$14.7K - $15.8K
|
3.04K
$1.36M
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-49- 2.61% |
$15.6K - $16.8K
|
1.83K
$815K
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-50- 5.36% |
$15.9K - $17.2K
|
883
$393K
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-50- 3.13% |
$15.9K - $17.2K
|
1.55K
$688K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-50- 2.92% |
$15.9K - $17.2K
|
1.66K
$741K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-51- 1.2% |
$16.2K - $17.5K
|
4.19K
$1.87M
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-52- 0.87% |
$16.6K - $17.8K
|
5.91K
$2.63M
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-52- 1.77% |
$16.6K - $17.8K
|
2.88K
$1.28M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-53- 1.62% |
$16.9K - $18.2K
|
3.23K
$1.44M
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-54- 2.23% |
$17.2K - $18.5K
|
2.36K
$1.05M
|
|
May 11, 2023
Q1 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-55- 1.0% |
$17.5K - $18.9K
|
5.45K
$2.43M
|
|
May 12, 2023
Q1 2023
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-55- 2.87% |
$17.5K - $18.9K
|
1.86K
$828K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-56- 19.05% |
$17.8K - $19.2K
|
238
$106K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-58- 2.37% |
$18.5K - $19.9K
|
2.39K
$1.06M
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-59- 2.32% |
$18.8K - $20.2K
|
2.48K
$1.11M
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-59- 7.82% |
$18.8K - $20.2K
|
695
$310K
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-60- 1.34% |
$19.1K - $20.6K
|
4.43K
$1.98M
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-61- 4.94% |
$19.4K - $20.9K
|
1.17K
$523K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-61- 4.3% |
$19.4K - $20.9K
|
1.36K
$605K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-62- 1.69% |
$19.7K - $21.3K
|
3.61K
$1.61M
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-62- 2.95% |
$19.7K - $21.3K
|
2.04K
$909K
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-63- 1.69% |
$20.1K - $21.6K
|
3.65K
$1.63M
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-65- 3.0% |
$20.7K - $22.3K
|
2.1K
$935K
|
|
May 05, 2023
Q1 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-65- 8.78% |
$20.7K - $22.3K
|
675
$301K
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-67- 6.73% |
$21.3K - $23K
|
928
$413K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-67- 1.33% |
$21.3K - $23K
|
4.98K
$2.22M
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-67- 3.17% |
$21.3K - $23K
|
2.04K
$911K
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-67- 2.35% |
$21.3K - $23K
|
2.78K
$1.24M
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-68- 4.37% |
$21.7K - $23.3K
|
1.49K
$663K
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-70- 9.72% |
$22.3K - $24K
|
650
$290K
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-70- 0.84% |
$22.3K - $24K
|
8.22K
$3.66M
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-70- 6.11% |
$22.3K - $24K
|
1.08K
$479K
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-75- 1.82% |
$23.9K - $25.7K
|
4.05K
$1.8M
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-75- 6.86% |
$23.9K - $25.7K
|
1.02K
$454K
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-75- 5.94% |
$23.9K - $25.7K
|
1.19K
$529K
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-75- 1.47% |
$23.9K - $25.7K
|
5.02K
$2.24M
|
|
May 12, 2023
Q1 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-75- 9.93% |
$23.9K - $25.7K
|
680
$303K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-78- 1.66% |
$24.8K - $26.8K
|
4.62K
$2.06M
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-85- 0.34% |
$27.1K - $29.2K
|
25K
$11.1M
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-88- 9.2% |
$28K - $30.2K
|
869
$387K
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-89- 1.68% |
$28.3K - $30.5K
|
5.22K
$2.32M
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-90- 5.67% |
$28.7K - $30.9K
|
1.5K
$667K
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-90- 7.04% |
$28.7K - $30.9K
|
1.19K
$530K
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-95- 4.78% |
$30.3K - $32.6K
|
1.89K
$842K
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-99- 0.6% |
$31.5K - $34K
|
16.4K
$7.31M
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-100- 13.77% |
$31.9K - $34.3K
|
626
$279K
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-100Closed |
$31.9K - $34.3K
|
0
$0
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-100- 11.76% |
$31.9K - $34.3K
|
750
$334K
|