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 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.55K- 4.69% |
$576K - $615K
|
31.4K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.57K- 62.22% |
$584K - $623K
|
951
$422K
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.57K- 1.86% |
$586K - $625K
|
82.8K
$36.8M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.58K- 12.78% |
$590K - $630K
|
10.8K
$4.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.63K- 23.14% |
$609K - $650K
|
5.42K
$2.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.65K- 0.71% |
$616K - $658K
|
231K
$103M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.69K- 15.88% |
$631K - $674K
|
8.97K
$3.98M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.7K- 10.97% |
$632K - $675K
|
13.8K
$6.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1.74K- 26.53% |
$647K - $690K
|
4.81K
$2.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.78K- 76.01% |
$662K - $707K
|
561
$249K
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.81K- 6.05% |
$676K - $721K
|
28.1K
$12.5M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.82K- 4.13% |
$680K - $726K
|
42.3K
$18.8M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.87K- 3.1% |
$696K - $743K
|
58.5K
$26M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.98K- 4.81% |
$739K - $788K
|
39.2K
$17.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.03K- 11.76% |
$757K - $808K
|
15.2K
$6.77M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.06K- 10.08% |
$769K - $821K
|
18.4K
$8.17M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.07K- 17.72% |
$771K - $823K
|
9.61K
$4.27M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.13K- 8.85% |
$794K - $847K
|
21.9K
$9.74M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.17K- 13.71% |
$807K - $861K
|
13.6K
$6.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-2.17K- 1.22% |
$810K - $864K
|
175K
$77.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-2.21K- 27.7% |
$825K - $881K
|
5.78K
$2.57M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.23K- 7.05% |
$830K - $886K
|
29.4K
$13M
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-2.35K- 6.51% |
$876K - $935K
|
33.7K
$15M
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
SELL
|
- |
-2.4K- 76.13% |
$894K - $954K
|
752
$334K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.41KClosed |
$898K - $958K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.52K- 1.59% |
$940K - $1M
|
157K
$69.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.7K- 20.06% |
$1.01M - $1.08M
|
10.8K
$4.79M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.78K- 11.87% |
$1.04M - $1.11M
|
20.7K
$9.17M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.83K- 5.47% |
$1.05M - $1.12M
|
48.9K
$21.7M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.9K- 97.06% |
$1.08M - $1.15M
|
88
$39.1K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-2.96K- 9.07% |
$1.1M - $1.18M
|
29.7K
$13.2M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-3.03K- 4.43% |
$1.13M - $1.21M
|
65.5K
$29.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.22K- 23.83% |
$1.2M - $1.28M
|
10.3K
$4.57M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.26K- 2.68% |
$1.21M - $1.3M
|
118K
$52.5M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.41K- 25.19% |
$1.27M - $1.36M
|
10.1K
$4.49M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.46K- 17.77% |
$1.29M - $1.38M
|
16K
$7.12M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.66K- 48.91% |
$1.36M - $1.45M
|
3.82K
$1.7M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.7K- 33.54% |
$1.38M - $1.47M
|
7.34K
$3.26M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-3.97K- 29.37% |
$1.48M - $1.58M
|
9.54K
$4.24M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-4.15K- 2.07% |
$1.55M - $1.65M
|
197K
$87.3M
|
|
|
May 14, 2024
Q1 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-4.47K- 2.69% |
$1.67M - $1.78M
|
162K
$71.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.62K- 8.67% |
$1.72M - $1.84M
|
48.6K
$21.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.65K- 29.9% |
$1.73M - $1.85M
|
10.9K
$4.84M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.11K- 1.75% |
$1.91M - $2.03M
|
286K
$127M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.13K- 30.26% |
$1.91M - $2.04M
|
11.8K
$5.25M
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-5.66K- 60.55% |
$2.11M - $2.25M
|
3.69K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.72K- 48.29% |
$2.13M - $2.27M
|
6.12K
$2.72M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.76K- 48.57% |
$2.15M - $2.29M
|
6.09K
$2.71M
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-5.8K- 47.3% |
$2.16M - $2.31M
|
6.46K
$2.87M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.91K- 0.28% |
$2.2M - $2.35M
|
2.07M
$919M
|