Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-351- 4.34% |
$132K - $140K
|
7.74K
$3.44M
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-359- 6.9% |
$135K - $144K
|
4.84K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-384- 0.95% |
$145K - $154K
|
39.8K
$17.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-389- 8.33% |
$147K - $156K
|
4.28K
$1.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-399- 20.96% |
$151K - $160K
|
1.51K
$669K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-400- 2.0% |
$151K - $160K
|
19.6K
$8.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-400- 1.82% |
$151K - $160K
|
21.5K
$9.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-409- 79.42% |
$154K - $164K
|
106
$47.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-409- 39.29% |
$154K - $164K
|
632
$281K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-419- 12.84% |
$158K - $168K
|
2.84K
$1.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-436- 21.94% |
$165K - $174K
|
1.55K
$690K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-442- 11.63% |
$167K - $177K
|
3.36K
$1.49M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-450- 23.1% |
$170K - $180K
|
1.5K
$666K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-450- 2.26% |
$170K - $180K
|
19.4K
$8.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-485- 3.23% |
$183K - $194K
|
14.5K
$6.47M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-486- 51.1% |
$183K - $194K
|
465
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-487- 13.24% |
$184K - $195K
|
3.19K
$1.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
SELL
|
- |
-500- 37.17% |
$189K - $200K
|
845
$376K
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-500- 7.26% |
$189K - $200K
|
6.38K
$2.84M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-501- 31.2% |
$189K - $200K
|
1.11K
$491K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-526- 6.28% |
$198K - $210K
|
7.85K
$3.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-527- 13.15% |
$199K - $211K
|
3.48K
$1.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-529- 17.47% |
$200K - $212K
|
2.5K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-536- 44.44% |
$202K - $214K
|
670
$298K
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-538- 10.01% |
$203K - $215K
|
4.83K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-554- 4.61% |
$209K - $222K
|
11.5K
$5.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-566- 31.57% |
$214K - $226K
|
1.23K
$546K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-572- 1.39% |
$216K - $229K
|
40.6K
$18M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-576- 15.9% |
$217K - $230K
|
3.05K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-624- 4.8% |
$235K - $250K
|
12.4K
$5.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-675- 20.52% |
$255K - $270K
|
2.61K
$1.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-675- 13.02% |
$255K - $270K
|
4.51K
$2.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-683- 1.83% |
$258K - $273K
|
36.6K
$16.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-690- 20.93% |
$260K - $276K
|
2.61K
$1.16M
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-718- 2.06% |
$271K - $287K
|
34.1K
$15.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-728- 11.27% |
$275K - $291K
|
5.73K
$2.55M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-750- 5.5% |
$283K - $300K
|
12.9K
$5.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-825- 11.94% |
$311K - $330K
|
6.08K
$2.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-838- 15.71% |
$316K - $335K
|
4.5K
$2M
|
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-853- 23.11% |
$322K - $341K
|
2.84K
$1.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-859- 4.17% |
$324K - $344K
|
19.7K
$8.78M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-915- 23.25% |
$345K - $366K
|
3.02K
$1.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-928- 3.16% |
$350K - $371K
|
28.4K
$12.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-947- 0.8% |
$357K - $379K
|
117K
$52.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1K- 29.28% |
$378K - $401K
|
2.42K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.02K- 56.8% |
$386K - $409K
|
778
$346K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.1K- 2.21% |
$414K - $439K
|
48.7K
$21.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.21K- 49.35% |
$458K - $485K
|
1.25K
$554K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.21K- 25.64% |
$458K - $485K
|
3.52K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.25K- 36.78% |
$471K - $500K
|
2.15K
$955K
|