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 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-4.6K- 5.46% |
$1.92M - $2.07M
|
79.6K
$35.3M
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2- 0.29% |
$835 - $902
|
683
$303K
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-96- 1.3% |
$40.1K - $43.3K
|
7.29K
$3.23M
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
92+ 0.45% |
$38.4K - $41.5K
|
20.4K
$9.03M
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3+ 0.3% |
$1.25K - $1.35K
|
995
$441K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-587- 2.96% |
$245K - $265K
|
19.2K
$8.52M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-250K- 99.75% |
$104M - $113M
|
631
$280K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
269+ 23.78% |
$112K - $121K
|
1.4K
$620K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
9+ 0.25% |
$3.76K - $4.06K
|
3.65K
$1.62M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
366+ 29.05% |
$153K - $165K
|
1.63K
$721K
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-25- 1.25% |
$10.4K - $11.3K
|
1.98K
$877K
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
42+ 1.29% |
$17.5K - $18.9K
|
3.3K
$1.46M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.58K+ 17.37% |
$1.91M - $2.06M
|
30.9K
$13.7M
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-84- 0.55% |
$35.1K - $37.9K
|
15.3K
$6.77M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
150+ 7.24% |
$62.7K - $67.6K
|
2.22K
$984K
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
5.65KNew |
$2.36M - $2.55M
|
5.65K
$2.5M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-372- 7.09% |
$155K - $168K
|
4.88K
$2.16M
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
163+ 0.39% |
$68.1K - $73.5K
|
42.5K
$18.8M
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
51+ 16.78% |
$21.3K - $23K
|
355
$157K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-35- 0.71% |
$14.6K - $15.8K
|
4.9K
$2.17M
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
691New |
$289K - $312K
|
691
$306K
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
229+ 2.66% |
$95.7K - $103K
|
8.82K
$3.91M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.25KNew |
$523K - $565K
|
1.25K
$555K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
564New |
$236K - $254K
|
564
$250K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.25K- 7.17% |
$522K - $564K
|
16.2K
$7.17M
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
325New |
$136K - $147K
|
325
$144K
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
49+ 2.93% |
$20.5K - $22.1K
|
1.72K
$763K
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-6.53K- 58.02% |
$2.73M - $2.95M
|
4.73K
$2.09M
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
455+ 51.3% |
$190K - $205K
|
1.34K
$595K
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
3.9KNew |
$1.63M - $1.76M
|
3.9K
$1.73M
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-7- 0.2% |
$2.92K - $3.16K
|
3.43K
$1.52M
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-981- 13.81% |
$410K - $442K
|
6.12K
$2.71M
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.17K- 26.63% |
$490K - $529K
|
3.23K
$1.43M
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-1.34K- 10.99% |
$560K - $604K
|
10.9K
$4.81M
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
47+ 5.99% |
$19.6K - $21.2K
|
831
$368K
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
5+ 0.5% |
$2.09K - $2.25K
|
1K
$444K
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-1.89K- 12.33% |
$791K - $854K
|
13.5K
$5.97M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.82KNew |
$760K - $821K
|
1.82K
$806K
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.54K- 94.78% |
$1.48M - $1.6M
|
195
$86.4K
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.08KNew |
$449K - $485K
|
1.08K
$477K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-15- 5.21% |
$6.27K - $6.76K
|
273
$121K
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-121- 6.91% |
$50.5K - $54.6K
|
1.63K
$723K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.14K- 34.07% |
$892K - $963K
|
4.13K
$1.83M
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-50- 7.91% |
$20.9K - $22.5K
|
582
$258K
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
3New |
$1.25K - $1.35K
|
3
$1.33K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9+ 0.27% |
$3.76K - $4.06K
|
3.37K
$1.5M
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
3.28K+ 11.66% |
$1.37M - $1.48M
|
31.4K
$13.9M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
318+ 9.78% |
$133K - $143K
|
3.57K
$1.58M
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
396+ 1.8% |
$165K - $179K
|
22.4K
$9.92M
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
29+ 0.61% |
$12.1K - $13.1K
|
4.78K
$2.12M
|