Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5New |
$1.89K - $2K
|
5
$2.1K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$1.89K - $2K
|
6.1K
$2.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5+ 0.22% |
$1.89K - $2K
|
2.31K
$970K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5+ 0.08% |
$1.89K - $2K
|
6.13K
$2.57M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
5+ 10.0% |
$1.89K - $2K
|
55
$23.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5+ 0.08% |
$1.89K - $2K
|
6.63K
$2.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4+ 0.31% |
$1.51K - $1.6K
|
1.31K
$549K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
4+ 0.43% |
$1.51K - $1.6K
|
930
$390K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
4+ 0.34% |
$1.51K - $1.6K
|
1.17K
$491K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4+ 0.44% |
$1.51K - $1.6K
|
917
$385K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3+ 0.4% |
$1.13K - $1.2K
|
761
$319K
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3+ 0.5% |
$1.13K - $1.2K
|
600
$252K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
3+ 0.41% |
$1.13K - $1.2K
|
742
$311K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.19% |
$1.13K - $1.2K
|
1.6K
$672K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
3+ 0.19% |
$1.13K - $1.2K
|
1.61K
$674K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3+ 0.43% |
$1.13K - $1.2K
|
694
$291K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
3+ 0.14% |
$1.13K - $1.2K
|
2.1K
$882K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3+ 0.2% |
$1.13K - $1.2K
|
1.53K
$643K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
3+ 0.14% |
$1.13K - $1.2K
|
2.21K
$925K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
3+ 0.12% |
$1.13K - $1.2K
|
2.61K
$1.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3+ 0.57% |
$1.13K - $1.2K
|
530
$222K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3+ 0.09% |
$1.13K - $1.2K
|
3.46K
$1.45M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.24% |
$755 - $800
|
849
$356K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.51% |
$755 - $800
|
394
$165K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.18% |
$755 - $800
|
1.14K
$478K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.49% |
$755 - $800
|
412
$173K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
2+ 0.38% |
$755 - $800
|
530
$222K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
2+ 0.33% |
$755 - $800
|
604
$253K
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
2+ 0.21% |
$755 - $800
|
944
$396K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2+ 0.04% |
$755 - $800
|
4.94K
$2.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
2+ 0.17% |
$755 - $800
|
1.2K
$503K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
2+ 0.16% |
$755 - $800
|
1.29K
$539K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2+ 0.27% |
$755 - $800
|
741
$311K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 0.35% |
$755 - $800
|
578
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
2New |
$755 - $800
|
2
$839
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
2+ 0.1% |
$755 - $800
|
1.93K
$811K
|
|
|
Jul 11, 2024
Q2 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2+ 0.12% |
$755 - $800
|
1.74K
$729K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2+ 0.17% |
$755 - $800
|
1.18K
$494K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2+ 0.21% |
$755 - $800
|
974
$408K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1+ 0.06% |
$377 - $400
|
1.58K
$663K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1+ 0.06% |
$377 - $400
|
1.63K
$685K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1+ 0.15% |
$377 - $400
|
657
$275K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.27% |
$377 - $400
|
372
$156K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1+ 0.18% |
$377 - $400
|
564
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1+ 0.04% |
$377 - $400
|
2.66K
$1.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1New |
$377 - $400
|
1
$419
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1+ 0.13% |
$377 - $400
|
798
$335K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.18% |
$377 - $400
|
571
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.01% |
$377 - $400
|
7.51K
$3.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1+ 0.11% |
$377 - $400
|
911
$382K
|