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 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
46.8K+ 63.18% |
$19.6M - $21.1M
|
121K
$53.6M
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
5+ 0.45% |
$2.09K - $2.25K
|
1.11K
$490K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
14.6K+ 1711.46% |
$6.11M - $6.6M
|
15.5K
$6.86M
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-183- 3.44% |
$76.4K - $82.5K
|
5.14K
$2.28M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
259+ 8.89% |
$108K - $117K
|
3.17K
$1.41M
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
26+ 60.47% |
$10.9K - $11.7K
|
69
$30.6K
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
8.65KNew |
$3.61M - $3.9M
|
8.65K
$3.83M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
5.81KNew |
$2.43M - $2.62M
|
5.81K
$2.57M
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
657+ 8.08% |
$274K - $296K
|
8.79K
$3.9M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
5.21K+ 8.33% |
$2.18M - $2.35M
|
67.8K
$30M
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
954+ 3.21% |
$398K - $430K
|
30.6K
$13.6M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
326+ 1.23% |
$136K - $147K
|
26.8K
$11.9M
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-5- 0.76% |
$2.09K - $2.25K
|
656
$291K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
276+ 19.71% |
$115K - $124K
|
1.68K
$743K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-222- 7.05% |
$92.7K - $100K
|
2.93K
$1.3M
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
827+ 122.7% |
$345K - $373K
|
1.5K
$665K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-521- 6.54% |
$218K - $235K
|
7.44K
$3.3M
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-12- 2.6% |
$5.01K - $5.41K
|
450
$199K
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-45- 5.39% |
$18.8K - $20.3K
|
790
$350K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
704New |
$294K - $317K
|
704
$312K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
167New |
$69.8K - $75.3K
|
167
$74K
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
33+ 0.69% |
$13.8K - $14.9K
|
4.78K
$2.12M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-444- 1.87% |
$185K - $200K
|
23.3K
$10.3M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.02K- 5.71% |
$425K - $459K
|
16.8K
$7.45M
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
6.26KNew |
$2.62M - $2.82M
|
6.26K
$2.77M
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-52- 3.08% |
$21.7K - $23.4K
|
1.64K
$726K
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-20- 2.95% |
$8.35K - $9.02K
|
657
$291K
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
887+ 0.61% |
$370K - $400K
|
147K
$65M
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
323+ 16.75% |
$135K - $146K
|
2.25K
$997K
|
|
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
$3.98M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
11KNew |
$4.6M - $4.96M
|
11K
$4.88M
|
|
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
$175K
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-164- 12.28% |
$68.5K - $74K
|
1.17K
$519K
|
|
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
$231K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.25K+ 54.69% |
$521K - $563K
|
3.53K
$1.56M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-196- 1.01% |
$81.9K - $88.4K
|
19.2K
$8.52M
|
|
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
$1.09M
|
|
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
$22.6K
|
|
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
$330K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
8+ 10.0% |
$3.34K - $3.61K
|
88
$39K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
299+ 4.92% |
$125K - $135K
|
6.37K
$2.82M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
6.49K+ 87.04% |
$2.71M - $2.92M
|
13.9K
$6.18M
|