Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
250+ 0.52% |
$74.7K - $87.9K
|
47.9K
$21.3M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
248+ 3.49% |
$74.1K - $87.2K
|
7.35K
$3.27M
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
242+ 3.15% |
$72.3K - $85.1K
|
7.92K
$3.52M
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
230+ 3.58% |
$68.7K - $80.9K
|
6.65K
$2.95M
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
212New |
$63.3K - $74.5K
|
212
$94.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
210New |
$62.7K - $73.8K
|
210
$93.3K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
205+ 7.44% |
$61.2K - $72.1K
|
2.96K
$1.31M
|
|
|
Aug 11, 2022
Q2 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
203+ 0.6% |
$60.6K - $71.4K
|
33.8K
$15M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
203+ 3.22% |
$60.6K - $71.4K
|
6.5K
$2.89M
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
200+ 0.39% |
$59.7K - $70.3K
|
52.1K
$23.1M
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
200New |
$59.7K - $70.3K
|
200
$88.9K
|
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
BUY
|
- |
200+ 18.94% |
$59.7K - $70.3K
|
1.26K
$558K
|
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
200+ 33.33% |
$59.7K - $70.3K
|
800
$355K
|
|
|
Aug 11, 2022
Q2 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
193+ 17.11% |
$57.7K - $67.8K
|
1.32K
$587K
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
189+ 10.14% |
$56.5K - $66.4K
|
2.05K
$912K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
184+ 5.14% |
$55K - $64.7K
|
3.76K
$1.67M
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
180+ 18.15% |
$53.8K - $63.3K
|
1.17K
$521K
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
176New |
$52.6K - $61.9K
|
176
$78.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
174+ 6.49% |
$52K - $61.2K
|
2.85K
$1.27M
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
170+ 6.16% |
$50.8K - $59.8K
|
2.93K
$1.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
170+ 5.73% |
$50.8K - $59.8K
|
3.14K
$1.39M
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
169+ 4.17% |
$50.5K - $59.4K
|
4.22K
$1.88M
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
159New |
$47.5K - $55.9K
|
159
$70.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
152+ 11.6% |
$45.4K - $53.4K
|
1.46K
$650K
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
150+ 100.0% |
$44.8K - $52.7K
|
300
$133K
|
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
150+ 18.29% |
$44.8K - $52.7K
|
970
$431K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
148+ 5.31% |
$44.2K - $52K
|
2.94K
$1.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
147+ 2.74% |
$43.9K - $51.7K
|
5.52K
$2.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
143+ 6.49% |
$42.7K - $50.3K
|
2.35K
$1.04M
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
137+ 11.39% |
$40.9K - $48.2K
|
1.34K
$595K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
136+ 2.48% |
$40.6K - $47.8K
|
5.61K
$2.49M
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
135+ 9.36% |
$40.3K - $47.5K
|
1.58K
$701K
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
128+ 6.78% |
$38.2K - $45K
|
2.02K
$896K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
128+ 5.05% |
$38.2K - $45K
|
2.67K
$1.18M
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
127+ 5.01% |
$37.9K - $44.6K
|
2.66K
$1.18M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
125+ 9.32% |
$37.3K - $43.9K
|
1.47K
$651K
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
123+ 1.81% |
$36.7K - $43.2K
|
6.93K
$3.08M
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
116+ 14.41% |
$34.7K - $40.8K
|
921
$409K
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
110+ 5.42% |
$32.9K - $38.7K
|
2.14K
$951K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
110+ 9.27% |
$32.9K - $38.7K
|
1.3K
$576K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
108+ 0.82% |
$32.3K - $38K
|
13.3K
$5.89M
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
106+ 6.21% |
$31.7K - $37.3K
|
1.81K
$805K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
105New |
$31.4K - $36.9K
|
105
$46.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
103New |
$30.8K - $36.2K
|
103
$45.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
101+ 9.47% |
$30.2K - $35.5K
|
1.17K
$519K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
100+ 0.55% |
$29.9K - $35.2K
|
18.3K
$8.15M
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
100+ 15.9% |
$29.9K - $35.2K
|
729
$324K
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
100+ 7.38% |
$29.9K - $35.2K
|
1.46K
$646K
|
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
100+ 2.37% |
$29.9K - $35.2K
|
4.31K
$1.92M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
100+ 7.32% |
$29.9K - $35.2K
|
1.47K
$652K
|