Institutional Ownership Spdr Dow Jones Industrial Average ETF Trust (DIA)
This table provides information about the institutional ownership of Spdr Dow Jones Industrial Average ETF Trust (DIA). We have compiled data on the 1,336 institutions that hold shares in the stock, with a total of 34.2 Million shares, which have been reported (via 13F filing form) to have a value of $14.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
440
shares
|
$190,300
0.0% of portfolio
|
Q1 2024
Added 22.22%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
439
shares
|
$189,867
0.0% of portfolio
|
Q3 2024
Added 112.08%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
432
shares
|
$186,840
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
421
shares
|
$182,082
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
417
shares
|
$180,352
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
413
shares
|
$178,622
0.07% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
411
shares
|
$177,757
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
409
shares
|
$176,892
0.01% of portfolio
|
Q4 2023
Added 64.92%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
406
shares
|
$175,595
0.02% of portfolio
|
Q3 2024
Reduced 14.16%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
395
shares
|
$170,837
0.06% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
391
shares
|
$169,107
0.01% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
390
shares
|
$168,675
0.01% of portfolio
|
Q1 2024
Reduced 28.31%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
387
shares
|
$167,377
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
386
shares
|
$166,945
0.05% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
386
shares
|
$166,945
0.01% of portfolio
|
Q2 2023
Reduced 36.62%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
374
shares
|
$161,755
0.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
363
shares
|
$156,997
0.03% of portfolio
|
Q2 2024
Added 122.7%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
345
shares
|
$149,212
0.01% of portfolio
|
Q2 2024
Added 64.29%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
337
shares
|
$145,752
0.02% of portfolio
|
Q3 2022
Added 287.36%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
334
shares
|
$144,455
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
332
shares
|
$143,590
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
330
shares
|
$142,725
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
322
shares
|
$139,265
0.01% of portfolio
|
Q1 2023
Added 45.05%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
315
shares
|
$136,237
0.0% of portfolio
|
Q3 2024
Added 21.15%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
314
shares
|
$135,805
0.01% of portfolio
|
Q3 2024
Added 3.29%
|