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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
17,484
shares
|
$8.25 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
17,470
shares
|
$8.24 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
17,336
shares
|
$8.18 Million
0.03% of portfolio
|
Q3 2025
Added 28.83%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
16,997
shares
|
$8.02 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
16,967
shares
|
$8.01 Million
0.01% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
16,596
shares
|
$7.83 Million
1.88% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
16,583
shares
|
$7.82 Million
1.1% of portfolio
|
Q3 2025
Reduced 10.03%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
16,504
shares
|
$7.79 Million
0.22% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
16,425
shares
|
$7.75 Million
5.84% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
16,147
shares
|
$7.62 Million
0.94% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
16,125
shares
|
$7.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
16,008
shares
|
$7.55 Million
0.05% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
15,710
shares
|
$7.41 Million
5.26% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
15,671
shares
|
$7.39 Million
2.3% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
15,586
shares
|
$7.35 Million
0.12% of portfolio
|
Q2 2025
Added 2290.49%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
15,417
shares
|
$7.27 Million
0.09% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
15,365
shares
|
$7.25 Million
5.93% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Echo45 Advisors LLC
|
Nov 06, 2025 Q3 2025 |
15,212
shares
|
$7.18 Million
4.36% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
15,104
shares
|
$7.13 Million
0.09% of portfolio
|
Q3 2025
Added 183.75%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
14,986
shares
|
$7.07 Million
0.1% of portfolio
|
Q3 2025
Reduced 38.28%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
14,934
shares
|
$7.05 Million
1.15% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Iowa State Bank
|
Oct 03, 2025 Q3 2025 |
14,840
shares
|
$7 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
14,533
shares
|
$6.86 Million
2.76% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
14,521
shares
|
$6.85 Million
0.27% of portfolio
|
Q3 2025
Reduced 31.83%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
14,313
shares
|
$6.75 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.86%
|
|