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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
17+ 0.2% |
$5.08K - $5.98K
|
8.37K
$3.72M
|
|
|
Jul 21, 2022
Q2 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
17+ 0.7% |
$5.08K - $5.98K
|
2.43K
$1.08M
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
17+ 0.48% |
$5.08K - $5.98K
|
3.59K
$1.59M
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
17+ 0.47% |
$5.08K - $5.98K
|
3.6K
$1.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
16+ 0.71% |
$4.78K - $5.62K
|
2.26K
$1M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
16+ 1.14% |
$4.78K - $5.62K
|
1.42K
$628K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
15+ 10.07% |
$4.48K - $5.27K
|
164
$72.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
14+ 1.03% |
$4.18K - $4.92K
|
1.38K
$611K
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
13+ 1.7% |
$3.88K - $4.57K
|
777
$345K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
13+ 1.39% |
$3.88K - $4.57K
|
947
$421K
|
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12+ 0.61% |
$3.58K - $4.22K
|
1.98K
$881K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11+ 0.39% |
$3.29K - $3.87K
|
2.87K
$1.27M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11+ 0.27% |
$3.29K - $3.87K
|
4.1K
$1.82M
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11+ 0.47% |
$3.29K - $3.87K
|
2.37K
$1.05M
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
10+ 0.23% |
$2.99K - $3.52K
|
4.41K
$1.96M
|
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10+ 0.23% |
$2.99K - $3.52K
|
4.31K
$1.92M
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
10New |
$2.99K - $3.52K
|
10
$4.44K
|
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
BUY
|
- |
10+ 0.5% |
$2.99K - $3.52K
|
1.99K
$885K
|
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
BUY
|
- |
9+ 0.43% |
$2.69K - $3.16K
|
2.11K
$935K
|
|
|
Aug 11, 2022
Q2 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
9+ 0.47% |
$2.69K - $3.16K
|
1.93K
$856K
|
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
8+ 0.35% |
$2.39K - $2.81K
|
2.27K
$1.01M
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
8+ 0.5% |
$2.39K - $2.81K
|
1.6K
$711K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.47% |
$2.39K - $2.81K
|
1.72K
$763K
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
8+ 0.57% |
$2.39K - $2.81K
|
1.41K
$624K
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
8+ 0.5% |
$2.39K - $2.81K
|
1.6K
$711K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
7+ 77.78% |
$2.09K - $2.46K
|
16
$7.11K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
7New |
$2.09K - $2.46K
|
7
$3.11K
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
7+ 0.06% |
$2.09K - $2.46K
|
11.8K
$5.25M
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6+ 0.41% |
$1.79K - $2.11K
|
1.48K
$657K
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
6+ 0.83% |
$1.79K - $2.11K
|
729
$324K
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6+ 0.92% |
$1.79K - $2.11K
|
661
$294K
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
6+ 0.14% |
$1.79K - $2.11K
|
4.3K
$1.91M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
6+ 0.22% |
$1.79K - $2.11K
|
2.72K
$1.21M
|
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
BUY
|
- |
5+ 0.03% |
$1.49K - $1.76K
|
14.9K
$6.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
5+ 0.12% |
$1.49K - $1.76K
|
4.07K
$1.81M
|
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
5+ 0.47% |
$1.49K - $1.76K
|
1.06K
$472K
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4+ 0.12% |
$1.19K - $1.41K
|
3.47K
$1.54M
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4+ 0.43% |
$1.19K - $1.41K
|
925
$411K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 2.17% |
$1.19K - $1.41K
|
188
$83.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
4+ 0.35% |
$1.19K - $1.41K
|
1.14K
$504K
|
|
|
Jul 20, 2022
Q2 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
3+ 0.16% |
$896 - $1.05K
|
1.83K
$813K
|
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.25% |
$597 - $703
|
808
$359K
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
2+ 0.28% |
$597 - $703
|
727
$323K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.53% |
$597 - $703
|
379
$168K
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.21% |
$597 - $703
|
934
$415K
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.08% |
$597 - $703
|
2.56K
$1.14M
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 0.22% |
$597 - $703
|
919
$408K
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
2+ 0.11% |
$597 - $703
|
1.81K
$805K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 0.67% |
$597 - $703
|
302
$134K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.96% |
$597 - $703
|
211
$93.7K
|