Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
11+ 0.64% |
$4.59K - $4.96K
|
1.72K
$769K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
11+ 1.32% |
$4.59K - $4.96K
|
846
$378K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
10+ 27.78% |
$4.18K - $4.51K
|
46
$20.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
10New |
$4.18K - $4.51K
|
10
$4.47K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
10+ 0.72% |
$4.18K - $4.51K
|
1.4K
$627K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
10+ 0.38% |
$4.18K - $4.51K
|
2.67K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10+ 0.41% |
$4.18K - $4.51K
|
2.46K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
9New |
$3.76K - $4.06K
|
9
$4.02K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9+ 0.32% |
$3.76K - $4.06K
|
2.8K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
9+ 0.25% |
$3.76K - $4.06K
|
3.65K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9+ 0.66% |
$3.76K - $4.06K
|
1.36K
$609K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9+ 0.27% |
$3.76K - $4.06K
|
3.37K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
8+ 8.08% |
$3.34K - $3.61K
|
107
$47.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 3.29% |
$3.34K - $3.61K
|
251
$112K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
8+ 10.0% |
$3.34K - $3.61K
|
88
$39.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
8+ 0.19% |
$3.34K - $3.61K
|
4.28K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
7+ 0.39% |
$2.92K - $3.16K
|
1.79K
$801K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7+ 15.91% |
$2.92K - $3.16K
|
51
$22.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6+ 0.32% |
$2.51K - $2.71K
|
1.86K
$830K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
6+ 4.29% |
$2.51K - $2.71K
|
146
$65.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6+ 0.37% |
$2.51K - $2.71K
|
1.62K
$723K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
6+ 0.19% |
$2.51K - $2.71K
|
3.24K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
5+ 0.67% |
$2.09K - $2.25K
|
750
$335K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
5+ 0.5% |
$2.09K - $2.25K
|
1K
$447K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5+ 41.67% |
$2.09K - $2.25K
|
17
$7.59K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
5+ 0.45% |
$2.09K - $2.25K
|
1.11K
$494K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 0.54% |
$2.09K - $2.25K
|
932
$416K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
5+ 0.79% |
$2.09K - $2.25K
|
637
$285K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5+ 0.21% |
$2.09K - $2.25K
|
2.43K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
4+ 0.34% |
$1.67K - $1.8K
|
1.18K
$526K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
4+ 0.43% |
$1.67K - $1.8K
|
937
$419K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 2.34% |
$1.67K - $1.8K
|
175
$78.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 80.0% |
$1.67K - $1.8K
|
9
$4.02K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4New |
$1.67K - $1.8K
|
4
$1.79K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
4+ 0.8% |
$1.67K - $1.8K
|
503
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.42% |
$1.67K - $1.8K
|
951
$425K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4+ 0.09% |
$1.67K - $1.8K
|
4.27K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
4+ 0.26% |
$1.67K - $1.8K
|
1.52K
$679K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
4+ 0.36% |
$1.67K - $1.8K
|
1.11K
$495K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3+ 0.3% |
$1.25K - $1.35K
|
995
$444K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
3+ 0.39% |
$1.25K - $1.35K
|
773
$345K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$1.25K - $1.35K
|
11.5K
$5.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3+ 0.03% |
$1.25K - $1.35K
|
11.4K
$5.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
3+ 0.52% |
$1.25K - $1.35K
|
583
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3+ 0.13% |
$1.25K - $1.35K
|
2.31K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
3+ 0.48% |
$1.25K - $1.35K
|
622
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.56% |
$1.25K - $1.35K
|
540
$241K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3+ 0.31% |
$1.25K - $1.35K
|
985
$440K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3+ 0.22% |
$1.25K - $1.35K
|
1.38K
$614K
|
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
3New |
$1.25K - $1.35K
|
3
$1.34K
|