Latest Institutional Transactions on Spdr Dow Jones Industrial Average ETF Trust (DIA)
This table provides information on the latest institutional transactions involving Spdr Dow Jones Industrial Average ETF Trust (DIA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
4+ 0.43% |
$1.67K - $1.8K
|
937
$416K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1+ 0.02% |
$418 - $451
|
4.28K
$1.9M
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-5.47K- 9.22% |
$2.29M - $2.47M
|
53.9K
$23.9M
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.37% |
$418 - $451
|
273
$121K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
35.4K+ 601.39% |
$14.8M - $16M
|
41.3K
$18.4M
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
13.9KNew |
$5.81M - $6.28M
|
13.9K
$6.18M
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
65.1KNew |
$27.2M - $29.4M
|
65.1K
$28.9M
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.72K+ 35.96% |
$1.14M - $1.23M
|
10.3K
$4.57M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.65K+ 99.52% |
$2.78M - $3M
|
13.3K
$5.92M
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-27- 0.78% |
$11.3K - $12.2K
|
3.43K
$1.52M
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-169- 7.51% |
$70.6K - $76.2K
|
2.08K
$924K
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1.39KNew |
$581K - $627K
|
1.39K
$618K
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-15- 1.14% |
$6.27K - $6.76K
|
1.31K
$580K
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
770New |
$322K - $347K
|
770
$342K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
913+ 13.7% |
$381K - $412K
|
7.58K
$3.37M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.66K+ 19.97% |
$692K - $747K
|
9.95K
$4.42M
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.53K- 11.76% |
$638K - $689K
|
11.5K
$5.09M
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
490+ 85.22% |
$205K - $221K
|
1.07K
$473K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-23- 2.29% |
$9.61K - $10.4K
|
983
$437K
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
202+ 3.96% |
$84.4K - $91.1K
|
5.31K
$2.36M
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
89+ 6.26% |
$37.2K - $40.1K
|
1.51K
$671K
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
913New |
$381K - $412K
|
913
$406K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
471New |
$197K - $212K
|
471
$209K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
609+ 8.86% |
$254K - $275K
|
7.48K
$3.32M
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-110- 0.73% |
$45.9K - $49.6K
|
14.9K
$6.6M
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6+ 0.32% |
$2.51K - $2.71K
|
1.86K
$826K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.75K- 2.96% |
$1.98M - $2.14M
|
156K
$69.3M
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
318+ 1.52% |
$133K - $143K
|
21.3K
$9.44M
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-45- 1.72% |
$18.8K - $20.3K
|
2.57K
$1.14M
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
184+ 0.62% |
$76.9K - $83K
|
29.8K
$13.2M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.16K+ 2.06% |
$1.32M - $1.42M
|
157K
$69.7M
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
14.9K+ 67.98% |
$6.23M - $6.72M
|
36.8K
$16.4M
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3+ 0.18% |
$1.25K - $1.35K
|
1.71K
$759K
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.62K+ 12.31% |
$678K - $732K
|
14.8K
$6.58M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.21K+ 17.24% |
$924K - $997K
|
15K
$6.68M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.7K+ 60.02% |
$8.23M - $8.88M
|
52.5K
$23.3M
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
207+ 6.94% |
$86.5K - $93.3K
|
3.19K
$1.42M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
499+ 17.27% |
$208K - $225K
|
3.39K
$1.51M
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
4+ 0.26% |
$1.67K - $1.8K
|
1.52K
$675K
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2New |
$835 - $902
|
2
$889
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
100+ 27.55% |
$41.8K - $45.1K
|
463
$206K
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
52+ 9.52% |
$21.7K - $23.4K
|
598
$266K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
163New |
$68.1K - $73.5K
|
163
$72.4K
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
743New |
$310K - $335K
|
743
$330K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.39K- 27.5% |
$581K - $627K
|
3.67K
$1.63M
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.2% |
$418 - $451
|
495
$220K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
145K+ 106.08% |
$60.6M - $65.4M
|
282K
$125M
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
98+ 3.28% |
$40.9K - $44.2K
|
3.09K
$1.37M
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
91+ 2.07% |
$38K - $41K
|
4.48K
$1.99M
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-360- 6.46% |
$150K - $162K
|
5.21K
$2.32M
|