Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
55+ 0.44% |
$20.5K - $21.9K
|
12.6K
$5.58M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
55+ 7.45% |
$20.5K - $21.9K
|
793
$351K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
53+ 3.68% |
$19.8K - $21.1K
|
1.49K
$661K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
53+ 6.35% |
$19.8K - $21.1K
|
888
$393K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
52+ 100.0% |
$19.4K - $20.7K
|
104
$46.1K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
51+ 4.54% |
$19K - $20.3K
|
1.17K
$520K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
51+ 364.29% |
$19K - $20.3K
|
65
$28.8K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 1.12% |
$18.6K - $19.9K
|
4.53K
$2.01M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
50+ 7.02% |
$18.6K - $19.9K
|
762
$338K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
50+ 1.48% |
$18.6K - $19.9K
|
3.44K
$1.52M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
47+ 0.14% |
$17.5K - $18.7K
|
34.8K
$15.4M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
42+ 6.84% |
$15.7K - $16.7K
|
656
$291K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
41New |
$15.3K - $16.3K
|
41
$18.2K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
39+ 5.41% |
$14.5K - $15.5K
|
760
$337K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
36+ 36.73% |
$13.4K - $14.3K
|
134
$59.4K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
36+ 5.26% |
$13.4K - $14.3K
|
720
$319K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
35+ 3.24% |
$13K - $13.9K
|
1.12K
$494K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
34+ 0.41% |
$12.7K - $13.5K
|
8.35K
$3.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Fortune 45 LLC
|
BUY
|
- |
34+ 0.41% |
$12.7K - $13.5K
|
8.25K
$3.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
34+ 1.15% |
$12.7K - $13.5K
|
3K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33+ 3.99% |
$12.3K - $13.1K
|
860
$381K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
31+ 4.14% |
$11.6K - $12.3K
|
780
$346K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
31+ 3.28% |
$11.6K - $12.3K
|
977
$433K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
29+ 0.41% |
$10.8K - $11.5K
|
7.16K
$3.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
29+ 5.38% |
$10.8K - $11.5K
|
568
$252K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
28+ 0.71% |
$10.4K - $11.1K
|
4K
$1.77M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
27+ 16.27% |
$10.1K - $10.7K
|
193
$85.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
26+ 0.42% |
$9.69K - $10.3K
|
6.28K
$2.78M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24+ 5.24% |
$8.95K - $9.55K
|
482
$214K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24+ 19.35% |
$8.95K - $9.55K
|
148
$65.6K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
23+ 1.77% |
$8.57K - $9.15K
|
1.33K
$588K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
23+ 0.59% |
$8.57K - $9.15K
|
3.94K
$1.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
22+ 0.34% |
$8.2K - $8.75K
|
6.49K
$2.87M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
22+ 3.69% |
$8.2K - $8.75K
|
619
$274K
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
21+ 2.73% |
$7.83K - $8.35K
|
790
$350K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
21+ 3.65% |
$7.83K - $8.35K
|
596
$264K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
17+ 0.66% |
$6.34K - $6.76K
|
2.59K
$1.15M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
17+ 0.43% |
$6.34K - $6.76K
|
3.93K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
15+ 0.59% |
$5.59K - $5.97K
|
2.57K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
15+ 0.12% |
$5.59K - $5.97K
|
13K
$5.77M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
15+ 35.71% |
$5.59K - $5.97K
|
57
$25.3K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
14+ 0.41% |
$5.22K - $5.57K
|
3.4K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13+ 0.28% |
$4.85K - $5.17K
|
4.68K
$2.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
13+ 0.23% |
$4.85K - $5.17K
|
5.63K
$2.49M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
13+ 1.03% |
$4.85K - $5.17K
|
1.27K
$563K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
12New |
$4.47K - $4.77K
|
12
$5.32K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
12New |
$4.47K - $4.77K
|
12
$5.32K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12+ 0.67% |
$4.47K - $4.77K
|
1.79K
$795K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
12+ 0.22% |
$4.47K - $4.77K
|
5.5K
$2.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.36% |
$4.1K - $4.38K
|
3.06K
$1.35M
|