Purchases and Sales Made in Q2 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2.53K+ 7.87% |
$828K - $871K
|
34.6K
$15.4M
|
|
Aug 14, 2023
Q2 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.5KNew |
$819K - $862K
|
2.5K
$1.11M
|
|
Oct 20, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.5KNew |
$818K - $861K
|
2.5K
$1.11M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.49K+ 8.05% |
$816K - $858K
|
33.4K
$14.8M
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
2.48KNew |
$812K - $854K
|
2.48K
$1.1M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.38K+ 376.9% |
$781K - $821K
|
3.01K
$1.34M
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.37KNew |
$777K - $817K
|
2.37K
$1.05M
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.36K+ 644.14% |
$775K - $815K
|
2.73K
$1.21M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.31K+ 11.93% |
$755K - $795K
|
21.6K
$9.6M
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.25KNew |
$737K - $776K
|
2.25K
$999K
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.2KNew |
$720K - $757K
|
2.2K
$975K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.16K+ 1.97% |
$709K - $745K
|
112K
$49.7M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.16K+ 300.56% |
$707K - $744K
|
2.88K
$1.28M
|
|
Jul 27, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
2.09K+ 2.59% |
$685K - $721K
|
82.8K
$36.8M
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.07K+ 2.42% |
$678K - $713K
|
87.7K
$38.9M
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.03KNew |
$666K - $701K
|
2.03K
$902K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
2.01KNew |
$659K - $694K
|
2.01K
$894K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.01K+ 2.82% |
$658K - $692K
|
73.2K
$32.5M
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.98KNew |
$649K - $683K
|
1.98K
$879K
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.94K+ 52.51% |
$637K - $670K
|
5.64K
$2.51M
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 21.81% |
$635K - $668K
|
10.8K
$4.8M
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.92KNew |
$628K - $661K
|
1.92K
$851K
|
|
Aug 08, 2023
Q2 2023
|
Birinyi Associates Inc
|
BUY
|
- |
1.9K+ 10.23% |
$624K - $656K
|
20.5K
$9.1M
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.87K+ 62.29% |
$614K - $646K
|
4.88K
$2.17M
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.79K+ 206.0% |
$585K - $616K
|
2.65K
$1.18M
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.78KNew |
$583K - $614K
|
1.78K
$791K
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.71K+ 3.2% |
$560K - $590K
|
55.2K
$24.5M
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.69K+ 8.67% |
$553K - $582K
|
21.1K
$9.39M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.67K+ 270.06% |
$547K - $575K
|
2.29K
$1.02M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.65K+ 8.71% |
$540K - $569K
|
20.6K
$9.14M
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.62K+ 9.95% |
$530K - $557K
|
17.9K
$7.93M
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.6K+ 13.63% |
$526K - $553K
|
13.4K
$5.94M
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
1.6K+ 2.72% |
$525K - $553K
|
60.5K
$26.9M
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.59K+ 7.82% |
$520K - $547K
|
21.9K
$9.72M
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.58K+ 14.54% |
$519K - $545K
|
12.5K
$5.54M
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.55KNew |
$509K - $535K
|
1.55K
$690K
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.55K+ 152.26% |
$508K - $534K
|
2.57K
$1.14M
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.44KNew |
$471K - $495K
|
1.44K
$638K
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.43K+ 41.23% |
$469K - $493K
|
4.9K
$2.18M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.37KNew |
$447K - $471K
|
1.37K
$606K
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
1.34K+ 33.7% |
$438K - $461K
|
5.3K
$2.36M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.26K+ 17.07% |
$414K - $436K
|
8.67K
$3.85M
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.21KNew |
$396K - $416K
|
1.21K
$536K
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.16K+ 21.95% |
$380K - $399K
|
6.43K
$2.86M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.09K+ 17.3% |
$356K - $374K
|
7.36K
$3.27M
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.07KNew |
$350K - $368K
|
1.07K
$474K
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.05K+ 142.88% |
$345K - $363K
|
1.79K
$795K
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.05KNew |
$345K - $363K
|
1.05K
$467K
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
994New |
$326K - $343K
|
994
$441K
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
987New |
$323K - $340K
|
987
$438K
|