Purchases and Sales Made in Q1 2024 in Spdr Dow Jones Industrial Average ETF Trust (DIA)

DIA Quotes by TradingView

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
Sep 27, 2024 Q1 2024
Sage Advisors, LLC

Boulder, CO
BUY
 -
1.2K
+ 69.76%
$449K - $479K
2.93K $1.3M
May 14, 2024 Q1 2024
Select Asset Management & Trust

Mechanicsburg, PA
BUY
 -
1.19K
+ 1.49%
$443K - $473K
80.7K $35.9M
May 08, 2024 Q1 2024
Keystone Financial Group

BUY
 -
1.16K
+ 18.44%
$434K - $463K
7.48K $3.32M
May 09, 2024 Q1 2024
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
1.14K
New
$426K - $455K
1.14K $508K
May 09, 2024 Q1 2024
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
1.13K
New
$422K - $450K
1.13K $502K
Apr 24, 2024 Q1 2024
Pinnacle Wealth Management Group, Inc.

BUY
 -
1.12K
New
$419K - $447K
1.12K $499K
May 14, 2024 Q1 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.12K
+ 5.94%
$417K - $445K
20K $8.87M
Apr 15, 2024 Q1 2024
Scharf Investments, LLC

BUY
 -
1.1K
New
$408K - $436K
1.1K $486K
May 03, 2024 Q1 2024
Coulter & Justus Financial Services, LLC

BUY
 -
1.09K
New
$407K - $434K
1.09K $485K
May 08, 2024 Q1 2024
Avantax Advisory Services, Inc.

BUY
 -
1.04K
+ 2.31%
$387K - $412K
46K $20.4M
Apr 29, 2024 Q1 2024
Kanawha Capital Management LLC

BUY
 -
1.02K
New
$380K - $406K
1.02K $453K
May 09, 2024 Q1 2024
Prevail Innovative Wealth Advisors, LLC

Leawood, KS
BUY
 -
997
New
$372K - $397K
997 $443K
May 09, 2024 Q1 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
987
+ 1.54%
$368K - $393K
65.3K $29M
Apr 30, 2024 Q1 2024
Spider Rock Advisors, LLC

BUY
 -
986
New
$368K - $392K
986 $438K
Apr 24, 2024 Q1 2024
Brown Advisory Inc

BUY
 -
985
+ 8.0%
$367K - $392K
13.3K $5.91M
Apr 19, 2024 Q1 2024
Wealthfront Advisers LLC

BUY
 -
968
+ 34.68%
$361K - $385K
3.76K $1.67M
May 16, 2024 Q1 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
951
+ 6.22%
$354K - $378K
16.2K $7.21M
Apr 24, 2024 Q1 2024
Summit Financial, LLC

Parsippany, NJ
BUY
 -
944
+ 27.18%
$352K - $375K
4.42K $1.96M
Aug 13, 2024 Q1 2024
Sharp Financial Services, LLC

Horsham, PA
BUY
 -
944
+ 11.39%
$352K - $375K
9.23K $4.1M
May 09, 2024 Q1 2024
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
931
+ 5.11%
$347K - $370K
19.2K $8.51M
May 06, 2024 Q1 2024
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
896
+ 26.67%
$334K - $356K
4.26K $1.89M
May 15, 2024 Q1 2024
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
881
New
$328K - $350K
881 $391K
Apr 24, 2024 Q1 2024
Wespac Advisors, LLC

BUY
 -
881
New
$328K - $350K
881 $391K
May 14, 2024 Q1 2024
Allie Family Office LLC

BUY
 -
876
+ 58.71%
$327K - $348K
2.37K $1.05M
Apr 29, 2024 Q1 2024
M3 Advisory Group, LLC

Needham Heights, MA
BUY
 -
862
New
$321K - $343K
862 $383K
Apr 17, 2024 Q1 2024
D.B. Root & Company, LLC

BUY
 -
855
New
$319K - $340K
855 $380K
May 20, 2024 Q1 2024
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
854
New
$318K - $340K
854 $379K
Aug 28, 2024 Q1 2024
Farmers National Bank

Danville, KY
BUY
 -
836
+ 126.48%
$312K - $333K
1.5K $665K
Apr 19, 2024 Q1 2024
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
834
New
$311K - $332K
834 $371K
Apr 30, 2024 Q1 2024
Mission Wealth Management, LP

BUY
 -
829
+ 18.4%
$309K - $330K
5.34K $2.37M
May 07, 2024 Q1 2024
Americana Partners, LLC

Houston, TX
BUY
 -
829
New
$309K - $330K
829 $368K
May 03, 2024 Q1 2024
Ria Advisory Group LLC

Ames, IA
BUY
 -
819
New
$305K - $326K
819 $364K
Aug 06, 2024 Q1 2024
Alpine Global Management, LLC

New York, NY
BUY
 -
783
New
$292K - $311K
783 $348K
May 14, 2024 Q1 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
780
New
$291K - $310K
780 $347K
Aug 13, 2024 Q1 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
774
+ 6.88%
$288K - $308K
12K $5.34M
Apr 30, 2024 Q1 2024
J.W. Cole Advisors, Inc.

BUY
 -
751
+ 3.77%
$280K - $299K
20.7K $9.18M
Apr 24, 2024 Q1 2024
Private Trust CO Na

BUY
 -
747
+ 45.05%
$278K - $297K
2.41K $1.07M
May 14, 2024 Q1 2024
Centaurus Financial, Inc.

BUY
 -
745
+ 18.69%
$278K - $296K
4.73K $2.1M
May 14, 2024 Q1 2024
Wedbush Securities Inc

BUY
 -
737
+ 2.68%
$275K - $293K
28.3K $12.6M
Apr 24, 2024 Q1 2024
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
736
New
$274K - $293K
736 $327K
May 15, 2024 Q1 2024
Toroso Investments, LLC

Massapequa, NY
BUY
 -
725
+ 41.83%
$270K - $288K
2.46K $1.09M
May 13, 2024 Q1 2024
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
721
New
$269K - $287K
721 $320K
May 13, 2024 Q1 2024
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
713
+ 57.73%
$266K - $284K
1.95K $865K
Jul 18, 2024 Q1 2024
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
712
New
$265K - $283K
712 $316K
Sep 11, 2024 Q1 2024
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
711
+ 8.55%
$265K - $283K
9.03K $4.01M
Apr 23, 2024 Q1 2024
Wesbanco Bank Inc

BUY
 -
688
New
$256K - $274K
688 $306K
May 08, 2024 Q1 2024
Mai Capital Management

BUY
 -
685
+ 11.87%
$255K - $272K
6.45K $2.87M
May 14, 2024 Q1 2024
Mgo One Seven LLC

Beachwood, OH
BUY
 -
679
+ 28.91%
$253K - $270K
3.03K $1.35M
May 15, 2024 Q1 2024
Josh Arnold Investment Consultant, LLC

Edina, MN
BUY
 -
678
New
$253K - $270K
678 $301K

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