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 |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
6.26KNew |
$2.62M - $2.82M
|
6.26K
$2.78M
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-52- 3.08% |
$21.7K - $23.4K
|
1.64K
$728K
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-20- 2.95% |
$8.35K - $9.02K
|
657
$292K
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
887+ 0.61% |
$370K - $400K
|
147K
$65.1M
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
323+ 16.75% |
$135K - $146K
|
2.25K
$1M
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-203- 4.27% |
$84.8K - $91.5K
|
4.55K
$2.02M
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-30- 0.33% |
$12.5K - $13.5K
|
8.98K
$3.99M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
11KNew |
$4.6M - $4.96M
|
11K
$4.89M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-584- 11.48% |
$244K - $263K
|
4.5K
$2M
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.25% |
$418 - $451
|
396
$176K
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-164- 12.28% |
$68.5K - $74K
|
1.17K
$520K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.46K+ 10.31% |
$1.03M - $1.11M
|
26.3K
$11.7M
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
29.8KNew |
$12.4M - $13.4M
|
29.8K
$13.2M
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
34+ 6.97% |
$14.2K - $15.3K
|
522
$232K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.25K+ 54.69% |
$521K - $563K
|
3.53K
$1.57M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-196- 1.01% |
$81.9K - $88.4K
|
19.2K
$8.55M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9+ 0.32% |
$3.76K - $4.06K
|
2.8K
$1.24M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.88K+ 318.51% |
$784K - $846K
|
2.47K
$1.1M
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-11- 1.86% |
$4.59K - $4.96K
|
579
$257K
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
40.2K+ 255.42% |
$16.8M - $18.1M
|
55.9K
$24.8M
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
51New |
$21.3K - $23K
|
51
$22.7K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
14+ 0.35% |
$5.85K - $6.31K
|
3.97K
$1.76M
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-360- 32.58% |
$150K - $162K
|
745
$331K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
8+ 10.0% |
$3.34K - $3.61K
|
88
$39.1K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
299+ 4.92% |
$125K - $135K
|
6.37K
$2.83M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
6.49K+ 87.04% |
$2.71M - $2.92M
|
13.9K
$6.19M
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-153- 7.64% |
$63.9K - $69K
|
1.85K
$821K
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
636New |
$266K - $287K
|
636
$283K
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
6+ 0.19% |
$2.51K - $2.71K
|
3.24K
$1.44M
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
681New |
$284K - $307K
|
681
$303K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-18.7K- 51.38% |
$7.8M - $8.42M
|
17.7K
$7.85M
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-34- 1.21% |
$14.2K - $15.3K
|
2.77K
$1.23M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-477- 15.46% |
$199K - $215K
|
2.61K
$1.16M
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2+ 0.13% |
$835 - $902
|
1.54K
$682K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19+ 1.16% |
$7.94K - $8.57K
|
1.66K
$738K
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-88- 10.58% |
$36.8K - $39.7K
|
744
$331K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
250+ 274.73% |
$104K - $113K
|
341
$151K
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$418 - $451
|
3.43K
$1.52M
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.94KNew |
$809K - $873K
|
1.94K
$861K
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-119- 9.32% |
$49.7K - $53.7K
|
1.16K
$514K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3.59KNew |
$1.5M - $1.62M
|
3.59K
$1.59M
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
296+ 12.09% |
$124K - $133K
|
2.75K
$1.22M
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
617New |
$258K - $278K
|
617
$274K
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-300- 37.27% |
$125K - $135K
|
505
$224K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.26K+ 49.68% |
$525K - $567K
|
3.79K
$1.68M
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
762New |
$318K - $344K
|
762
$339K
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-2- 0.16% |
$835 - $902
|
1.28K
$567K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
22New |
$9.19K - $9.92K
|
22
$9.77K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-54- 1.34% |
$22.6K - $24.4K
|
3.97K
$1.76M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-98- 13.07% |
$40.9K - $44.2K
|
652
$290K
|