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 1,504 institutions that hold shares in the stock, with a total of 33.7 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
608
shares
|
$286,854
0.03% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Nov 12, 2025 Q3 2025 |
608
shares
|
$286,854
0.23% of portfolio
|
Q4 2023
Added 25.49%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
607
shares
|
$286,382
0.01% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
606
shares
|
$285,910
0.05% of portfolio
|
Q3 2025
Reduced 14.16%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
603
shares
|
$284,495
0.16% of portfolio
|
Q3 2025
Reduced 21.48%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
602
shares
|
$284,023
0.01% of portfolio
|
Q3 2025
Reduced 10.01%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
600
shares
|
$283,080
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
600
shares
|
$283,080
0.01% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
600
shares
|
$283,080
0.13% of portfolio
|
Q4 2023
Reduced 51.69%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
600
shares
|
$283,080
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Whitcomb & Hess, Inc.
|
Oct 09, 2025 Q3 2025 |
597
shares
|
$281,664
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
596
shares
|
$281,192
0.05% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
596
shares
|
$281,192
0.25% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
594
shares
|
$280,249
0.0% of portfolio
|
Q3 2025
Reduced 8.62%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
593
shares
|
$279,777
0.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Oct 14, 2025 Q3 2025 |
593
shares
|
$279,777
0.22% of portfolio
|
Q3 2025
Reduced 45.84%
|
|
|
Sather Financial Group Inc
|
Oct 22, 2025 Q3 2025 |
590
shares
|
$278,362
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
590
shares
|
$278,362
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
590
shares
|
$278,362
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
587
shares
|
$276,946
0.02% of portfolio
|
Q1 2025
Reduced 44.88%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
585
shares
|
$276,003
0.04% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
585
shares
|
$276,003
0.02% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
585
shares
|
$276,003
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
584
shares
|
$275,531
0.19% of portfolio
|
Q3 2025
Reduced 92.02%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
581
shares
|
$274,115
0.61% of portfolio
|
Q3 2024
Added 11.73%
|
|