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 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.59KNew |
$966K - $1.03M
|
2.59K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.57K+ 108.26% |
$958K - $1.02M
|
4.94K
$2.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.57K+ 6.08% |
$956K - $1.02M
|
44.8K
$19.9M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.56K+ 385.84% |
$955K - $1.02M
|
3.23K
$1.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.56KNew |
$954K - $1.02M
|
2.56K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.54K+ 7.65% |
$947K - $1.01M
|
35.7K
$15.9M
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2.48KNew |
$923K - $985K
|
2.48K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
2.46K+ 11.81% |
$916K - $978K
|
23.3K
$10.3M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.42K+ 121.81% |
$901K - $962K
|
4.4K
$1.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.38K+ 85.04% |
$888K - $947K
|
5.18K
$2.3M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.31K+ 40.81% |
$861K - $919K
|
7.97K
$3.54M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.28K+ 17.34% |
$851K - $908K
|
15.4K
$6.86M
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.26K+ 11.75% |
$842K - $899K
|
21.5K
$9.54M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.19KNew |
$817K - $871K
|
2.19K
$973K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.11KNew |
$788K - $841K
|
2.11K
$939K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.11K+ 3.42% |
$786K - $839K
|
63.8K
$28.3M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.05KNew |
$762K - $813K
|
2.05K
$908K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.99KNew |
$741K - $790K
|
1.99K
$882K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.94K+ 28.88% |
$722K - $770K
|
8.64K
$3.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.91K+ 121.8% |
$712K - $760K
|
3.48K
$1.55M
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.88K+ 3.32% |
$701K - $748K
|
58.6K
$26M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.87K+ 2.76% |
$697K - $744K
|
69.6K
$30.9M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.87K+ 159.25% |
$696K - $743K
|
3.04K
$1.35M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.86K+ 265.15% |
$695K - $741K
|
2.57K
$1.14M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.79K+ 2.2% |
$669K - $714K
|
83.4K
$37M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.75K+ 211.86% |
$652K - $696K
|
2.58K
$1.14M
|
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.74KNew |
$647K - $691K
|
1.74K
$771K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.7KNew |
$634K - $676K
|
1.7K
$755K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.68KNew |
$626K - $668K
|
1.68K
$746K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.67K+ 6.07% |
$624K - $666K
|
29.2K
$13M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.67K+ 266.83% |
$624K - $665K
|
2.3K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.64K+ 2.35% |
$613K - $654K
|
71.7K
$31.9M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.63K+ 239.21% |
$607K - $648K
|
2.31K
$1.03M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1.58K+ 5.94% |
$588K - $627K
|
28.1K
$12.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
1.58KNew |
$587K - $626K
|
1.58K
$699K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.56KNew |
$580K - $619K
|
1.56K
$691K
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.52KNew |
$568K - $606K
|
1.52K
$676K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.48K+ 69.17% |
$552K - $589K
|
3.62K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.44KNew |
$538K - $574K
|
1.44K
$641K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.44KNew |
$537K - $573K
|
1.44K
$640K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.39K+ 2.57% |
$517K - $552K
|
55.4K
$24.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.38KNew |
$512K - $547K
|
1.38K
$611K
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.37KNew |
$510K - $544K
|
1.37K
$608K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.35K+ 224.58% |
$504K - $538K
|
1.95K
$868K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.35K+ 4.69% |
$501K - $535K
|
30K
$13.3M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.3K+ 48.78% |
$486K - $519K
|
3.98K
$1.77M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.3KNew |
$486K - $518K
|
1.3K
$579K
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
1.27K+ 201.11% |
$474K - $506K
|
1.9K
$845K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.25K+ 9.68% |
$465K - $496K
|
14.1K
$6.28M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
1.21K+ 1.99% |
$450K - $480K
|
62K
$27.5M
|