Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
68New |
$28.4K - $30.7K
|
68
$28.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
64+ 17.11% |
$26.7K - $28.9K
|
438
$186K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
63+ 21.0% |
$26.3K - $28.4K
|
363
$154K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
63+ 1.79% |
$26.3K - $28.4K
|
3.58K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
60+ 3.42% |
$25.1K - $27.1K
|
1.81K
$771K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
58+ 2.68% |
$24.2K - $26.2K
|
2.22K
$946K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
56+ 2.06% |
$23.4K - $25.3K
|
2.77K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
56+ 1.46% |
$23.4K - $25.3K
|
3.88K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
55+ 6.28% |
$23K - $24.8K
|
931
$396K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
55+ 1.3% |
$23K - $24.8K
|
4.28K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
53New |
$22.1K - $23.9K
|
53
$22.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
53+ 9.96% |
$22.1K - $23.9K
|
585
$249K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
52+ 9.52% |
$21.7K - $23.4K
|
598
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
52+ 0.81% |
$21.7K - $23.4K
|
6.48K
$2.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
52+ 650.0% |
$21.7K - $23.4K
|
60
$25.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
52+ 650.0% |
$21.7K - $23.4K
|
60
$25.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
52New |
$21.7K - $23.4K
|
52
$22.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
51New |
$21.3K - $23K
|
51
$21.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
51+ 1.31% |
$21.3K - $23K
|
3.95K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
51+ 16.78% |
$21.3K - $23K
|
355
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
50+ 4.1% |
$20.9K - $22.5K
|
1.27K
$540K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
50+ 5.61% |
$20.9K - $22.5K
|
941
$400K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
49+ 2.93% |
$20.5K - $22.1K
|
1.72K
$733K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
47+ 5.64% |
$19.6K - $21.2K
|
880
$374K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
47+ 5.99% |
$19.6K - $21.2K
|
831
$354K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
46+ 7.24% |
$19.2K - $20.7K
|
681
$290K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
46+ 0.05% |
$19.2K - $20.7K
|
88.4K
$37.6M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
45+ 7.95% |
$18.8K - $20.3K
|
611
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
43+ 0.48% |
$18K - $19.4K
|
8.95K
$3.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
43+ 1.56% |
$18K - $19.4K
|
2.8K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
42+ 1.29% |
$17.5K - $18.9K
|
3.3K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
39+ 6.67% |
$16.3K - $17.6K
|
624
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
39+ 0.16% |
$16.3K - $17.6K
|
25.1K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
38+ 2.71% |
$15.9K - $17.1K
|
1.44K
$613K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
35+ 1.18% |
$14.6K - $15.8K
|
2.99K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
35+ 0.94% |
$14.6K - $15.8K
|
3.74K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
35+ 2.68% |
$14.6K - $15.8K
|
1.34K
$570K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
34+ 6.97% |
$14.2K - $15.3K
|
522
$222K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
33New |
$13.8K - $14.9K
|
33
$14K
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
33+ 4.29% |
$13.8K - $14.9K
|
802
$341K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
33+ 1.42% |
$13.8K - $14.9K
|
2.36K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
33+ 0.69% |
$13.8K - $14.9K
|
4.78K
$2.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
32+ 0.38% |
$13.4K - $14.4K
|
8.38K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
30+ 1.55% |
$12.5K - $13.5K
|
1.96K
$836K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
29+ 4.03% |
$12.1K - $13.1K
|
749
$319K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
29+ 0.61% |
$12.1K - $13.1K
|
4.78K
$2.03M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
29+ 3.36% |
$12.1K - $13.1K
|
892
$380K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
26+ 60.47% |
$10.9K - $11.7K
|
69
$29.4K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
26New |
$10.9K - $11.7K
|
26
$11.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
26+ 0.76% |
$10.9K - $11.7K
|
3.46K
$1.47M
|