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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-51- 34.23% |
$19.7K - $21.6K
|
98
$43.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.19% |
$387 - $423
|
522
$232K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10- 1.39% |
$3.87K - $4.23K
|
710
$316K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-180- 2.82% |
$69.6K - $76.2K
|
6.2K
$2.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
11+ 1.69% |
$4.25K - $4.65K
|
661
$294K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
510New |
$197K - $216K
|
510
$227K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-21- 0.61% |
$8.12K - $8.89K
|
3.41K
$1.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
89+ 74.17% |
$34.4K - $37.7K
|
209
$93K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
12+ 2.19% |
$4.64K - $5.08K
|
561
$250K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
117+ 8.78% |
$45.3K - $49.5K
|
1.45K
$644K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-108- 4.32% |
$41.8K - $45.7K
|
2.39K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Washington Capital Management Inc
|
BUY
|
- |
2.08K+ 10.73% |
$806K - $881K
|
21.5K
$9.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
687New |
$266K - $291K
|
687
$306K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
156+ 15.34% |
$60.3K - $66K
|
1.17K
$522K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-37- 5.35% |
$14.3K - $15.7K
|
655
$291K
|
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-1.1K- 50.0% |
$424K - $463K
|
1.1K
$487K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.61K+ 1.86% |
$622K - $681K
|
87.9K
$39.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-57- 6.77% |
$22K - $24.1K
|
785
$349K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
432+ 3.56% |
$167K - $183K
|
12.6K
$5.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
999New |
$386K - $423K
|
999
$444K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-343- 11.83% |
$133K - $145K
|
2.56K
$1.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 10.58% |
$38.7K - $42.3K
|
845
$376K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
359+ 38.4% |
$139K - $152K
|
1.29K
$576K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
39New |
$15.1K - $16.5K
|
39
$17.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-77- 10.38% |
$29.8K - $32.6K
|
665
$296K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 3.23% |
$387 - $423
|
30
$13.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
330New |
$128K - $140K
|
330
$147K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
3.19KNew |
$1.23M - $1.35M
|
3.19K
$1.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-11- 1.78% |
$4.25K - $4.65K
|
608
$270K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-17- 2.13% |
$6.58K - $7.19K
|
781
$347K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.05% |
$387 - $423
|
2.04K
$907K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.24K+ 138.39% |
$1.64M - $1.79M
|
7.3K
$3.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-45- 5.11% |
$17.4K - $19K
|
836
$372K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
3+ 0.13% |
$1.16K - $1.27K
|
2.32K
$1.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
500New |
$193K - $212K
|
500
$222K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-34- 52.31% |
$13.2K - $14.4K
|
31
$13.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
22+ 0.73% |
$8.51K - $9.31K
|
3.05K
$1.36M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
143New |
$55.3K - $60.5K
|
143
$63.6K
|
|
| Q2 2024 | |||||||
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
11+ 0.45% |
$4.15K - $4.4K
|
2.47K
$1.1M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-8- 1.19% |
$3.02K - $3.2K
|
666
$296K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
616+ 21.68% |
$232K - $246K
|
3.46K
$1.54M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
83+ 9.72% |
$31.3K - $33.2K
|
937
$417K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
104New |
$39.2K - $41.6K
|
104
$46.3K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
PUT |
600New |
$226K - $240K
|
600
$267K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-39- 5.13% |
$14.7K - $15.6K
|
721
$321K
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
779New |
$294K - $312K
|
779
$346K
|
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
855New |
$323K - $342K
|
855
$380K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-63- 3.06% |
$23.8K - $25.2K
|
1.99K
$886K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-600- 66.67% |
$226K - $240K
|
300
$133K
|
|
|
Aug 14, 2024
Q2 2024
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
54.1KNew |
$20.4M - $21.6M
|
54.1K
$24.1M
|
|