Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
79+ 3.79% |
$23.1K - $27.3K
|
2.16K
$908K
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
77+ 11.03% |
$22.5K - $26.6K
|
775
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
76New |
$22.2K - $26.3K
|
76
$31.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
76+ 2.31% |
$22.2K - $26.3K
|
3.37K
$1.41M
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
74+ 4.87% |
$21.6K - $25.6K
|
1.6K
$669K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
71+ 2.84% |
$20.7K - $24.6K
|
2.57K
$1.08M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
67+ 2.41% |
$19.6K - $23.2K
|
2.85K
$1.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
64+ 0.52% |
$18.7K - $22.1K
|
12.4K
$5.19M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
64+ 3.91% |
$18.7K - $22.1K
|
1.7K
$714K
|
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
BUY
|
- |
62+ 1.4% |
$18.1K - $21.5K
|
4.5K
$1.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
59+ 1.37% |
$17.2K - $20.4K
|
4.37K
$1.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
56+ 2.15% |
$16.3K - $19.4K
|
2.66K
$1.12M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
56+ 1.36% |
$16.3K - $19.4K
|
4.17K
$1.75M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
55+ 3.52% |
$16.1K - $19K
|
1.62K
$679K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
55+ 3.52% |
$16.1K - $19K
|
1.62K
$679K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
54+ 3.78% |
$15.8K - $18.7K
|
1.48K
$621K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
54+ 1.88% |
$15.8K - $18.7K
|
2.93K
$1.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
53+ 0.39% |
$15.5K - $18.3K
|
13.5K
$5.67M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
52+ 1.71% |
$15.2K - $18K
|
3.1K
$1.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
51+ 4.86% |
$14.9K - $17.6K
|
1.1K
$462K
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
50+ 2.56% |
$14.6K - $17.3K
|
2.01K
$841K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
49+ 1.77% |
$14.3K - $17K
|
2.82K
$1.19M
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
43+ 1.12% |
$12.6K - $14.9K
|
3.89K
$1.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
41+ 2.8% |
$12K - $14.2K
|
1.51K
$632K
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
41+ 3.85% |
$12K - $14.2K
|
1.11K
$464K
|
|
|
Feb 09, 2023
Q4 2022
|
Allie Family Office LLC
|
BUY
|
- |
40+ 0.91% |
$11.7K - $13.8K
|
4.43K
$1.86M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
40New |
$11.7K - $13.8K
|
40
$16.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
38New |
$11.1K - $13.2K
|
38
$15.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
37+ 1.03% |
$10.8K - $12.8K
|
3.62K
$1.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
37+ 5.34% |
$10.8K - $12.8K
|
730
$306K
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
35+ 4.8% |
$10.2K - $12.1K
|
764
$321K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
35+ 2.69% |
$10.2K - $12.1K
|
1.34K
$561K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
32+ 11.47% |
$9.34K - $11.1K
|
311
$131K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
32+ 16.24% |
$9.34K - $11.1K
|
229
$96.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
32+ 4.17% |
$9.34K - $11.1K
|
800
$336K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
30+ 0.17% |
$8.76K - $10.4K
|
17.4K
$7.31M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
29+ 51.79% |
$8.47K - $10K
|
85
$35.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
28+ 1.99% |
$8.17K - $9.69K
|
1.43K
$601K
|
|
|
Jan 20, 2023
Q4 2022
|
Hall Private Wealth Advisors
|
BUY
|
- |
27+ 2.92% |
$7.88K - $9.34K
|
953
$400K
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
25+ 1.26% |
$7.3K - $8.65K
|
2.01K
$843K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
25New |
$7.3K - $8.65K
|
25
$10.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
25+ 3.42% |
$7.3K - $8.65K
|
755
$317K
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
25+ 1.25% |
$7.3K - $8.65K
|
2.03K
$851K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
23+ 0.36% |
$6.72K - $7.96K
|
6.43K
$2.7M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
20+ 1.37% |
$5.84K - $6.92K
|
1.48K
$621K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
20New |
$5.84K - $6.92K
|
20
$8.39K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
20New |
$5.84K - $6.92K
|
20
$8.39K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
20+ 0.52% |
$5.84K - $6.92K
|
3.89K
$1.63M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
19+ 9.64% |
$5.55K - $6.58K
|
216
$90.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
19+ 0.14% |
$5.55K - $6.58K
|
13.4K
$5.61M
|