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 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$418 - $451
|
2.72K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-1- 0.01% |
$418 - $451
|
19.1K
$8.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1- 0.12% |
$418 - $451
|
849
$379K
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-1- 0.01% |
$418 - $451
|
13.5K
$6.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1- 0.06% |
$418 - $451
|
1.66K
$743K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2- 0.29% |
$835 - $902
|
683
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-2- 0.16% |
$835 - $902
|
1.28K
$570K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3- 0.19% |
$1.25K - $1.35K
|
1.54K
$688K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.32% |
$1.25K - $1.35K
|
927
$414K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4- 0.4% |
$1.67K - $1.8K
|
997
$445K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-4- 0.03% |
$1.67K - $1.8K
|
13.3K
$5.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4- 0.13% |
$1.67K - $1.8K
|
2.99K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-4- 0.41% |
$1.67K - $1.8K
|
975
$436K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-4- 0.7% |
$1.67K - $1.8K
|
569
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-4- 1.6% |
$1.67K - $1.8K
|
246
$110K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-5- 0.82% |
$2.09K - $2.25K
|
604
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-5- 1.16% |
$2.09K - $2.25K
|
427
$191K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-5- 0.76% |
$2.09K - $2.25K
|
656
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-5- 0.84% |
$2.09K - $2.25K
|
592
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-7- 0.2% |
$2.92K - $3.16K
|
3.43K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-7- 3.08% |
$2.92K - $3.16K
|
220
$98.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-7- 1.68% |
$2.92K - $3.16K
|
410
$183K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-7- 0.19% |
$2.92K - $3.16K
|
3.77K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-8- 0.72% |
$3.34K - $3.61K
|
1.1K
$493K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-9- 0.06% |
$3.76K - $4.06K
|
15.8K
$7.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-10- 0.6% |
$4.18K - $4.51K
|
1.67K
$746K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-10- 1.09% |
$4.18K - $4.51K
|
911
$407K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-10- 0.64% |
$4.18K - $4.51K
|
1.54K
$689K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-10- 0.48% |
$4.18K - $4.51K
|
2.05K
$917K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-10- 3.18% |
$4.18K - $4.51K
|
304
$136K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10- 40.0% |
$4.18K - $4.51K
|
15
$6.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-10- 1.48% |
$4.18K - $4.51K
|
665
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-10- 2.56% |
$4.18K - $4.51K
|
381
$170K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-10- 20.0% |
$4.18K - $4.51K
|
40
$17.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-10- 0.58% |
$4.18K - $4.51K
|
1.72K
$768K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-10- 0.29% |
$4.18K - $4.51K
|
3.4K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-11- 1.3% |
$4.59K - $4.96K
|
833
$372K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-11- 1.86% |
$4.59K - $4.96K
|
579
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-12- 2.6% |
$5.01K - $5.41K
|
450
$201K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-12- 0.17% |
$5.01K - $5.41K
|
7.17K
$3.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-12- 7.79% |
$5.01K - $5.41K
|
142
$63.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-12- 0.31% |
$5.01K - $5.41K
|
3.84K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
SELL
|
- |
-13- 1.46% |
$5.43K - $5.86K
|
877
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-14- 1.82% |
$5.85K - $6.31K
|
755
$337K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-14- 2.51% |
$5.85K - $6.31K
|
544
$243K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-15- 1.14% |
$6.27K - $6.76K
|
1.31K
$583K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-15- 5.21% |
$6.27K - $6.76K
|
273
$122K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-17- 1.03% |
$7.1K - $7.67K
|
1.64K
$731K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-18- 0.67% |
$7.52K - $8.12K
|
2.68K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-18- 2.43% |
$7.52K - $8.12K
|
724
$323K
|