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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
305+ 2.5% |
$127K - $138K
|
12.5K
$5.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
303+ 3.67% |
$127K - $137K
|
8.56K
$3.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
299+ 4.92% |
$125K - $135K
|
6.37K
$2.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
298+ 36.65% |
$124K - $134K
|
1.11K
$466K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
296+ 12.09% |
$124K - $133K
|
2.75K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
287+ 18.16% |
$120K - $129K
|
1.87K
$783K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
287+ 6.14% |
$120K - $129K
|
4.97K
$2.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
285+ 57.11% |
$119K - $129K
|
784
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
277+ 28.5% |
$116K - $125K
|
1.25K
$524K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
276+ 19.71% |
$115K - $124K
|
1.68K
$703K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
275New |
$115K - $124K
|
275
$115K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
271+ 5.09% |
$113K - $122K
|
5.6K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
270+ 36.78% |
$113K - $122K
|
1K
$421K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
269+ 23.78% |
$112K - $121K
|
1.4K
$587K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
261+ 1.97% |
$109K - $118K
|
13.5K
$5.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
259+ 8.89% |
$108K - $117K
|
3.17K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
252+ 11.19% |
$105K - $114K
|
2.51K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
250+ 274.73% |
$104K - $113K
|
341
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
249+ 1.43% |
$104K - $112K
|
17.6K
$7.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
248New |
$104K - $112K
|
248
$104K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
247+ 76.71% |
$103K - $111K
|
569
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
244+ 6.93% |
$102K - $110K
|
3.77K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
238+ 7.79% |
$99.4K - $107K
|
3.29K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
236+ 1.88% |
$98.6K - $106K
|
12.8K
$5.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
232+ 17.46% |
$96.9K - $105K
|
1.56K
$655K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
229+ 2.66% |
$95.7K - $103K
|
8.82K
$3.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
228+ 51.94% |
$95.2K - $103K
|
667
$280K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
225+ 0.91% |
$94K - $101K
|
25.1K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
220+ 146.67% |
$91.9K - $99.2K
|
370
$155K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
220+ 7.01% |
$91.9K - $99.2K
|
3.36K
$1.41M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
219New |
$91.5K - $98.8K
|
219
$91.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
217New |
$90.6K - $97.9K
|
217
$91.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
214+ 0.46% |
$89.4K - $96.5K
|
46.3K
$19.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
210+ 6.5% |
$87.7K - $94.7K
|
3.44K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
209+ 2.96% |
$87.3K - $94.2K
|
7.26K
$3.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
207+ 6.94% |
$86.5K - $93.3K
|
3.19K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
204+ 0.31% |
$85.2K - $92K
|
66.7K
$28M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
204+ 82.93% |
$85.2K - $92K
|
450
$189K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
202+ 3.96% |
$84.4K - $91.1K
|
5.31K
$2.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
201+ 17.66% |
$84K - $90.6K
|
1.34K
$562K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
200+ 19.38% |
$83.5K - $90.2K
|
1.23K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
199+ 10.1% |
$83.1K - $89.7K
|
2.17K
$911K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
190New |
$79.4K - $85.7K
|
190
$79.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
189+ 27.0% |
$78.9K - $85.2K
|
889
$373K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
187+ 19.6% |
$78.1K - $84.3K
|
1.14K
$479K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
185+ 25.14% |
$77.3K - $83.4K
|
921
$386K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
184+ 0.62% |
$76.9K - $83K
|
29.8K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
179+ 11.16% |
$74.8K - $80.7K
|
1.78K
$748K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
177+ 2.89% |
$73.9K - $79.8K
|
6.3K
$2.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
175New |
$73.1K - $78.9K
|
175
$73.4K
|