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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
134+ 223.33% |
$50.4K - $59K
|
194
$91.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-40- 7.72% |
$15.1K - $17.6K
|
478
$226K
|
|
|
Aug 05, 2025
Q2 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
3.03KNew |
$1.14M - $1.33M
|
3.03K
$1.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
70+ 13.59% |
$26.4K - $30.8K
|
585
$276K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
30KNew |
$11.3M - $13.2M
|
30K
$14.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
45New |
$16.9K - $19.8K
|
45
$21.2K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-153- 95.63% |
$57.6K - $67.4K
|
7
$3.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
459New |
$173K - $202K
|
459
$217K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
103+ 7.47% |
$38.8K - $45.4K
|
1.48K
$699K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-215- 1.9% |
$80.9K - $94.7K
|
11.1K
$5.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-148- 8.18% |
$55.7K - $65.2K
|
1.66K
$784K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100+ 89.29% |
$37.6K - $44.1K
|
212
$100K
|
|
|
Aug 04, 2025
Q2 2025
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-88- 14.97% |
$33.1K - $38.8K
|
500
$236K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-238- 17.31% |
$89.6K - $105K
|
1.14K
$536K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
905New |
$341K - $399K
|
905
$427K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-979- 9.62% |
$369K - $431K
|
9.2K
$4.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-50- 12.32% |
$18.8K - $22K
|
356
$168K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-120- 7.85% |
$45.2K - $52.9K
|
1.41K
$665K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
100New |
$37.6K - $44.1K
|
100
$47.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-116- 5.07% |
$43.7K - $51.1K
|
2.17K
$1.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
657+ 14.03% |
$247K - $290K
|
5.34K
$2.52M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-7- 1.22% |
$2.64K - $3.08K
|
569
$268K
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-12- 1.19% |
$4.52K - $5.29K
|
996
$470K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
466New |
$175K - $205K
|
466
$220K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
465New |
$175K - $205K
|
465
$219K
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
BUY
|
- |
480New |
$181K - $212K
|
480
$226K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-55- 4.31% |
$20.7K - $24.2K
|
1.22K
$576K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-260- 56.52% |
$97.9K - $115K
|
200
$94.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-40- 1.89% |
$15.1K - $17.6K
|
2.08K
$981K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.6K- 70.66% |
$601K - $704K
|
663
$313K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-157- 8.58% |
$59.1K - $69.2K
|
1.67K
$789K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-25- 2.43% |
$9.41K - $11K
|
1K
$473K
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-200- 16.65% |
$75.3K - $88.1K
|
1K
$472K
|
|
|
Jul 30, 2025
Q2 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
151+ 28.07% |
$56.8K - $66.5K
|
689
$325K
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-250- 33.33% |
$94.1K - $110K
|
500
$236K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
566+ 6.69% |
$213K - $249K
|
9.03K
$4.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.06K- 77.05% |
$1.53M - $1.79M
|
1.21K
$570K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1KNew |
$377K - $441K
|
1K
$472K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-22- 1.53% |
$8.28K - $9.69K
|
1.42K
$669K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-424- 5.19% |
$160K - $187K
|
7.74K
$3.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-101- 7.65% |
$38K - $44.5K
|
1.22K
$576K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-100- 11.61% |
$37.6K - $44.1K
|
761
$359K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
503New |
$189K - $222K
|
503
$237K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1+ 0.18% |
$376 - $441
|
568
$268K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-830- 40.06% |
$312K - $366K
|
1.24K
$586K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-160- 20.51% |
$60.2K - $70.5K
|
620
$293K
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
SELL
|
- |
-18- 2.01% |
$6.78K - $7.93K
|
876
$413K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-233- 13.76% |
$87.7K - $103K
|
1.46K
$689K
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-25- 4.63% |
$9.41K - $11K
|
515
$243K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-49- 8.05% |
$18.4K - $21.6K
|
560
$264K
|
|