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
|
Secure Asset Management, LLC
|
BUY
|
- |
157+ 25.65% |
$58.5K - $62.4K
|
769
$342K
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
155+ 3.09% |
$57.8K - $61.7K
|
5.17K
$2.3M
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
153+ 3.87% |
$57K - $60.9K
|
4.11K
$1.82M
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
153+ 164.52% |
$57K - $60.9K
|
246
$109K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
152+ 2.81% |
$56.7K - $60.5K
|
5.57K
$2.47M
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
151+ 10.9% |
$56.3K - $60.1K
|
1.54K
$682K
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
150+ 22.29% |
$55.9K - $59.7K
|
823
$366K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
149New |
$55.5K - $59.3K
|
149
$66.2K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
148New |
$55.2K - $58.9K
|
148
$65.8K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
148+ 14.44% |
$55.2K - $58.9K
|
1.17K
$521K
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
145+ 9.22% |
$54K - $57.7K
|
1.72K
$763K
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
134+ 14.77% |
$49.9K - $53.3K
|
1.04K
$462K
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
132+ 11.78% |
$49.2K - $52.5K
|
1.25K
$557K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
130+ 96.3% |
$48.5K - $51.7K
|
265
$118K
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
130+ 1.88% |
$48.5K - $51.7K
|
7.03K
$3.12M
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
128+ 10.21% |
$47.7K - $50.9K
|
1.38K
$614K
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
127+ 2.8% |
$47.3K - $50.5K
|
4.67K
$2.07M
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
125+ 6.6% |
$46.6K - $49.7K
|
2.02K
$897K
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
122+ 3.92% |
$45.5K - $48.5K
|
3.24K
$1.44M
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
120+ 2.98% |
$44.7K - $47.7K
|
4.14K
$1.84M
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
117+ 15.27% |
$43.6K - $46.5K
|
883
$392K
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
114+ 16.57% |
$42.5K - $45.3K
|
802
$356K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
111+ 3.12% |
$41.4K - $44.2K
|
3.67K
$1.63M
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
105+ 14.29% |
$39.1K - $41.8K
|
840
$373K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
103+ 5.4% |
$38.4K - $41K
|
2.01K
$893K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
101+ 59.06% |
$37.6K - $40.2K
|
272
$121K
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
100+ 0.51% |
$37.3K - $39.8K
|
19.6K
$8.69M
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
100New |
$37.3K - $39.8K
|
100
$44.4K
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
100+ 17.04% |
$37.3K - $39.8K
|
687
$305K
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
99+ 2.05% |
$36.9K - $39.4K
|
4.92K
$2.19M
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
95+ 8.44% |
$35.4K - $37.8K
|
1.22K
$542K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
92+ 11.78% |
$34.3K - $36.6K
|
873
$388K
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
92+ 2.48% |
$34.3K - $36.6K
|
3.81K
$1.69M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
91+ 1.44% |
$33.9K - $36.2K
|
6.4K
$2.84M
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
91New |
$33.9K - $36.2K
|
91
$40.4K
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
88+ 0.62% |
$32.8K - $35K
|
14.3K
$6.37M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
82New |
$30.6K - $32.6K
|
82
$36.4K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
80+ 22.22% |
$29.8K - $31.8K
|
440
$195K
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
79+ 3.13% |
$29.4K - $31.4K
|
2.6K
$1.16M
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
70+ 32.56% |
$26.1K - $27.8K
|
285
$127K
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
68+ 12.25% |
$25.3K - $27K
|
623
$277K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
65+ 0.91% |
$24.2K - $25.9K
|
7.22K
$3.21M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
63New |
$23.5K - $25.1K
|
63
$28K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
63+ 2.63% |
$23.5K - $25.1K
|
2.46K
$1.09M
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
60New |
$22.4K - $23.9K
|
60
$26.7K
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
60+ 7.22% |
$22.4K - $23.9K
|
891
$396K
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
60+ 0.55% |
$22.4K - $23.9K
|
10.9K
$4.85M
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
60+ 3.0% |
$22.4K - $23.9K
|
2.06K
$916K
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
58+ 1.95% |
$21.6K - $23.1K
|
3.04K
$1.35M
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
55+ 2.35% |
$20.5K - $21.9K
|
2.39K
$1.06M
|