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 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-14- 2.51% |
$5.85K - $6.31K
|
544
$241K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
683+ 98.56% |
$285K - $308K
|
1.38K
$610K
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.3KNew |
$1.79M - $1.94M
|
4.3K
$1.9M
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-84- 34.15% |
$35.1K - $37.9K
|
162
$71.8K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.81K- 39.08% |
$4.1M - $4.42M
|
15.3K
$6.78M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-450- 40.87% |
$188K - $203K
|
651
$288K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7.57K+ 115.48% |
$3.16M - $3.41M
|
14.1K
$6.26M
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
460+ 36.02% |
$192K - $207K
|
1.74K
$770K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-5.1K- 97.01% |
$2.13M - $2.3M
|
157
$69.6K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-68- 8.16% |
$28.4K - $30.7K
|
765
$339K
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
232+ 17.46% |
$96.9K - $105K
|
1.56K
$692K
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
405New |
$169K - $183K
|
405
$179K
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
481New |
$201K - $217K
|
481
$213K
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-7- 1.68% |
$2.92K - $3.16K
|
410
$182K
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
45+ 7.95% |
$18.8K - $20.3K
|
611
$271K
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-1- 0.01% |
$418 - $451
|
13.5K
$5.96M
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
25+ 4.66% |
$10.4K - $11.3K
|
562
$249K
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1KNew |
$418K - $451K
|
1K
$443K
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
287+ 18.16% |
$120K - $129K
|
1.87K
$827K
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
13+ 0.38% |
$5.43K - $5.86K
|
3.43K
$1.52M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2+ 0.05% |
$835 - $902
|
4K
$1.77M
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
403+ 67.39% |
$168K - $182K
|
1K
$444K
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-120- 1.38% |
$50.1K - $54.1K
|
8.56K
$3.79M
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.1K- 18.33% |
$459K - $496K
|
4.9K
$2.17M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.7K+ 36.57% |
$1.13M - $1.22M
|
10.1K
$4.47M
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-26.8K- 97.78% |
$11.2M - $12.1M
|
609
$270K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.04K+ 201.13% |
$3.36M - $3.62M
|
12K
$5.33M
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.32% |
$1.25K - $1.35K
|
927
$411K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.7K+ 12.61% |
$1.55M - $1.67M
|
33.1K
$14.6M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
166+ 1.47% |
$69.3K - $74.9K
|
11.4K
$5.06M
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
20.2KNew |
$8.44M - $9.12M
|
20.2K
$8.96M
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
494New |
$206K - $223K
|
494
$219K
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
4+ 0.43% |
$1.67K - $1.8K
|
937
$415K
|
|
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
$18.3M
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
13.9KNew |
$5.81M - $6.28M
|
13.9K
$6.17M
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
65.1KNew |
$27.2M - $29.4M
|
65.1K
$28.8M
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.72K+ 35.96% |
$1.14M - $1.23M
|
10.3K
$4.55M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.65K+ 99.52% |
$2.78M - $3M
|
13.3K
$5.91M
|
|
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
$922K
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1.39KNew |
$581K - $627K
|
1.39K
$616K
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-15- 1.14% |
$6.27K - $6.76K
|
1.31K
$579K
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
770New |
$322K - $347K
|
770
$341K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
913+ 13.7% |
$381K - $412K
|
7.58K
$3.36M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.66K+ 19.97% |
$692K - $747K
|
9.95K
$4.41M
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.53K- 11.76% |
$638K - $689K
|
11.5K
$5.08M
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
490+ 85.22% |
$205K - $221K
|
1.07K
$472K
|