Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-242- 16.24% |
$90.2K - $96.3K
|
1.25K
$556K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-246- 4.04% |
$91.7K - $97.8K
|
5.85K
$2.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-246- 0.12% |
$91.7K - $97.8K
|
204K
$91M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-247- 2.0% |
$92.1K - $98.2K
|
12.1K
$5.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-251- 2.71% |
$93.6K - $99.8K
|
9.02K
$4.02M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-256- 1.91% |
$95.4K - $102K
|
13.2K
$5.86M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-269Closed |
$100K - $107K
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-269- 12.7% |
$100K - $107K
|
1.85K
$824K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-270- 1.56% |
$101K - $107K
|
17.1K
$7.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-274- 2.28% |
$102K - $109K
|
11.7K
$5.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-280- 0.7% |
$104K - $111K
|
39.8K
$17.7M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-289- 5.89% |
$108K - $115K
|
4.62K
$2.06M
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-294- 5.14% |
$110K - $117K
|
5.43K
$2.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-298- 2.14% |
$111K - $119K
|
13.7K
$6.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-298- 13.92% |
$111K - $119K
|
1.84K
$821K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-299- 16.68% |
$111K - $119K
|
1.49K
$666K
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-300- 18.16% |
$112K - $119K
|
1.35K
$602K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-300- 28.44% |
$112K - $119K
|
755
$336K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-307- 7.25% |
$114K - $122K
|
3.93K
$1.75M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-311- 33.3% |
$116K - $124K
|
623
$278K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-314- 1.53% |
$117K - $125K
|
20.3K
$9.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
SELL
|
- |
-315- 1.02% |
$117K - $125K
|
30.6K
$13.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-322- 8.84% |
$120K - $128K
|
3.32K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-322- 31.79% |
$120K - $128K
|
691
$308K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-325- 1.63% |
$121K - $129K
|
19.7K
$8.76M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-327- 1.22% |
$122K - $130K
|
26.4K
$11.8M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-329- 28.34% |
$123K - $131K
|
832
$371K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-335- 8.67% |
$125K - $133K
|
3.53K
$1.57M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-356- 6.22% |
$133K - $142K
|
5.37K
$2.39M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-359- 1.9% |
$134K - $143K
|
18.5K
$8.24M
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-359- 38.4% |
$134K - $143K
|
576
$257K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-361- 4.2% |
$135K - $144K
|
8.24K
$3.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-365- 0.97% |
$136K - $145K
|
37.3K
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-373- 14.99% |
$139K - $148K
|
2.12K
$942K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-378- 12.1% |
$141K - $150K
|
2.75K
$1.22M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-381- 17.37% |
$142K - $152K
|
1.81K
$808K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-387- 0.81% |
$144K - $154K
|
47.5K
$21.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-392- 25.72% |
$146K - $156K
|
1.13K
$504K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-398- 42.93% |
$148K - $158K
|
529
$236K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-400- 28.51% |
$149K - $159K
|
1K
$447K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-405- 4.31% |
$151K - $161K
|
8.99K
$4M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-411- 24.15% |
$153K - $163K
|
1.29K
$575K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-424- 7.33% |
$158K - $169K
|
5.36K
$2.39M
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-425- 2.09% |
$158K - $169K
|
19.9K
$8.85M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-428- 8.68% |
$160K - $170K
|
4.5K
$2.01M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-436- 48.55% |
$163K - $173K
|
462
$206K
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-440- 30.64% |
$164K - $175K
|
996
$444K
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-450- 32.23% |
$168K - $179K
|
946
$421K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-468- 26.4% |
$174K - $186K
|
1.31K
$581K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-475- 31.19% |
$177K - $189K
|
1.05K
$467K
|