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 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
668+ 5.3% |
$249K - $266K
|
13.3K
$5.9M
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
650New |
$242K - $259K
|
650
$289K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
649+ 33.28% |
$242K - $258K
|
2.6K
$1.15M
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
647+ 41.5% |
$241K - $257K
|
2.21K
$980K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
642+ 3.16% |
$239K - $255K
|
21K
$9.31M
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
637+ 4.57% |
$237K - $253K
|
14.6K
$6.48M
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
618+ 3.63% |
$230K - $246K
|
17.6K
$7.83M
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
610+ 102.35% |
$227K - $243K
|
1.21K
$536K
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
600+ 21.46% |
$224K - $239K
|
3.4K
$1.51M
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
598New |
$223K - $238K
|
598
$266K
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
597New |
$223K - $237K
|
597
$265K
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
590+ 17.63% |
$220K - $235K
|
3.94K
$1.75M
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
590New |
$220K - $235K
|
590
$262K
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
585New |
$218K - $233K
|
585
$260K
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
584New |
$218K - $232K
|
584
$259K
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
579+ 87.33% |
$216K - $230K
|
1.24K
$552K
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
576+ 54.34% |
$215K - $229K
|
1.64K
$727K
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
570New |
$212K - $227K
|
570
$253K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
563New |
$210K - $224K
|
563
$250K
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
557New |
$208K - $222K
|
557
$247K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
547+ 7.3% |
$204K - $218K
|
8.04K
$3.57M
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
541+ 14.33% |
$202K - $215K
|
4.32K
$1.92M
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
537+ 83.91% |
$200K - $214K
|
1.18K
$523K
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
536+ 80.0% |
$200K - $213K
|
1.21K
$536K
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
530+ 8.28% |
$198K - $211K
|
6.93K
$3.08M
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
528New |
$197K - $210K
|
528
$234K
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
528New |
$197K - $210K
|
528
$234K
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
527New |
$196K - $210K
|
527
$234K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
527+ 1.08% |
$196K - $210K
|
49.3K
$21.9M
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
525+ 77.21% |
$196K - $209K
|
1.21K
$535K
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
525New |
$196K - $209K
|
525
$233K
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
525New |
$196K - $209K
|
525
$233K
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
520New |
$194K - $207K
|
520
$231K
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
520New |
$194K - $207K
|
520
$231K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
519New |
$193K - $206K
|
519
$230K
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
517New |
$193K - $206K
|
517
$230K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
510New |
$190K - $203K
|
510
$227K
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
509New |
$190K - $202K
|
509
$226K
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
508+ 49.71% |
$189K - $202K
|
1.53K
$680K
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
505New |
$188K - $201K
|
505
$224K
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
504New |
$188K - $200K
|
504
$224K
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
500New |
$186K - $199K
|
500
$222K
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
493+ 30.53% |
$184K - $196K
|
2.11K
$936K
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
483+ 77.9% |
$180K - $192K
|
1.1K
$490K
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
479+ 3.84% |
$179K - $191K
|
12.9K
$5.75M
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
478+ 3.68% |
$178K - $190K
|
13.5K
$5.98M
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
476+ 24.02% |
$177K - $189K
|
2.46K
$1.09M
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
467+ 16.31% |
$174K - $186K
|
3.33K
$1.48M
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
465+ 7.34% |
$173K - $185K
|
6.8K
$3.02M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
464+ 2.8% |
$173K - $185K
|
17.1K
$7.58M
|