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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-476- 19.11% |
$177K - $189K
|
2.02K
$898K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-478- 13.29% |
$178K - $190K
|
3.12K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-483- 7.59% |
$180K - $192K
|
5.88K
$2.62M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-500- 8.28% |
$186K - $199K
|
5.54K
$2.47M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-515- 2.03% |
$192K - $205K
|
24.8K
$11M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-520- 7.68% |
$194K - $207K
|
6.25K
$2.79M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-523- 66.04% |
$195K - $208K
|
269
$120K
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-540- 8.52% |
$201K - $215K
|
5.8K
$2.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-547- 14.36% |
$204K - $218K
|
3.26K
$1.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-552- 3.35% |
$206K - $220K
|
16K
$7.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-561- 14.54% |
$209K - $223K
|
3.3K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-565- 50.9% |
$211K - $225K
|
545
$243K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-565- 6.21% |
$211K - $225K
|
8.53K
$3.8M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-575- 50.0% |
$214K - $229K
|
575
$256K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-576- 93.66% |
$215K - $229K
|
39
$17.4K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-586- 23.27% |
$218K - $233K
|
1.93K
$861K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-622- 4.46% |
$232K - $247K
|
13.3K
$5.94M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-643- 4.93% |
$240K - $256K
|
12.4K
$5.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-645- 49.31% |
$240K - $257K
|
663
$295K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-667- 50.53% |
$249K - $265K
|
653
$291K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-676- 27.61% |
$252K - $269K
|
1.77K
$789K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-680- 4.2% |
$253K - $270K
|
15.5K
$6.91M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-680- 4.78% |
$253K - $270K
|
13.5K
$6.03M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-687- 3.02% |
$256K - $273K
|
22.1K
$9.84M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-713- 31.18% |
$266K - $284K
|
1.57K
$701K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-720- 29.99% |
$268K - $286K
|
1.68K
$749K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-746- 3.94% |
$278K - $297K
|
18.2K
$8.11M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-795- 3.16% |
$296K - $316K
|
24.4K
$10.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-858- 14.91% |
$320K - $341K
|
4.9K
$2.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-872- 20.89% |
$325K - $347K
|
3.3K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-911- 4.39% |
$340K - $362K
|
19.8K
$8.84M
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-924- 9.89% |
$344K - $368K
|
8.42K
$3.75M
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-930- 43.66% |
$347K - $370K
|
1.2K
$535K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-941- 74.68% |
$351K - $374K
|
319
$142K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-949- 6.11% |
$354K - $377K
|
14.6K
$6.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.01K- 16.45% |
$377K - $403K
|
5.14K
$2.29M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.03K- 6.42% |
$384K - $410K
|
15K
$6.69M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.09K- 37.77% |
$407K - $435K
|
1.8K
$802K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.1K- 4.8% |
$409K - $437K
|
21.8K
$9.71M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.2K- 2.9% |
$447K - $477K
|
40.2K
$17.9M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.2K- 4.52% |
$449K - $479K
|
25.4K
$11.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.22K- 3.18% |
$454K - $484K
|
37.1K
$16.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 3.93% |
$456K - $486K
|
29.9K
$13.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.23K- 58.03% |
$457K - $487K
|
886
$395K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.24K- 19.27% |
$463K - $494K
|
5.2K
$2.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.29K- 7.63% |
$479K - $511K
|
15.6K
$6.93M
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.31K- 4.12% |
$487K - $520K
|
30.4K
$13.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.36K- 6.19% |
$507K - $541K
|
20.6K
$9.18M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.44K- 7.07% |
$537K - $574K
|
19K
$8.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.5K- 11.54% |
$560K - $597K
|
11.5K
$5.13M
|