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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-128- 10.62% |
$53.5K - $57.7K
|
1.08K
$480K
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-130- 15.22% |
$54.3K - $58.6K
|
724
$323K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-133- 0.52% |
$55.6K - $60K
|
25.3K
$11.3M
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-137- 0.79% |
$57.2K - $61.8K
|
17.2K
$7.65M
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-140- 11.02% |
$58.5K - $63.1K
|
1.13K
$504K
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-141- 16.19% |
$58.9K - $63.6K
|
730
$325K
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-143- 1.59% |
$59.7K - $64.5K
|
8.83K
$3.93M
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-146- 2.06% |
$61K - $65.8K
|
6.94K
$3.09M
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-146- 18.89% |
$61K - $65.8K
|
627
$280K
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-148Closed |
$61.8K - $66.7K
|
0
$0
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-148- 3.12% |
$61.8K - $66.7K
|
4.6K
$2.05M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-150- 3.71% |
$62.7K - $67.6K
|
3.89K
$1.74M
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-150- 3.87% |
$62.7K - $67.6K
|
3.73K
$1.66M
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-153- 7.64% |
$63.9K - $69K
|
1.85K
$824K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-159- 1.97% |
$66.4K - $71.7K
|
7.9K
$3.52M
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-164- 12.28% |
$68.5K - $74K
|
1.17K
$522K
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-169- 7.51% |
$70.6K - $76.2K
|
2.08K
$927K
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-170- 8.11% |
$71K - $76.7K
|
1.93K
$859K
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-171- 9.5% |
$71.4K - $77.1K
|
1.63K
$726K
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-181- 89.16% |
$75.6K - $81.6K
|
22
$9.81K
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-183- 3.44% |
$76.4K - $82.5K
|
5.14K
$2.29M
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-185- 14.13% |
$77.3K - $83.4K
|
1.12K
$501K
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-187- 1.65% |
$78.1K - $84.3K
|
11.1K
$4.96M
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-188- 6.69% |
$78.5K - $84.8K
|
2.62K
$1.17M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-196- 1.01% |
$81.9K - $88.4K
|
19.2K
$8.57M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-198- 8.25% |
$82.7K - $89.3K
|
2.2K
$982K
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-200- 0.71% |
$83.5K - $90.2K
|
28.1K
$12.5M
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-203- 9.96% |
$84.8K - $91.5K
|
1.84K
$818K
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-203- 4.27% |
$84.8K - $91.5K
|
4.55K
$2.03M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-210- 11.75% |
$87.7K - $94.7K
|
1.58K
$703K
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-213- 9.06% |
$89K - $96.1K
|
2.14K
$953K
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-215- 17.16% |
$89.8K - $97K
|
1.04K
$463K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-222- 7.05% |
$92.7K - $100K
|
2.93K
$1.31M
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-224- 26.99% |
$93.6K - $101K
|
606
$270K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-230- 38.08% |
$96.1K - $104K
|
374
$167K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-238- 2.76% |
$99.4K - $107K
|
8.39K
$3.74M
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-240- 7.59% |
$100K - $108K
|
2.92K
$1.3M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-251- 11.92% |
$105K - $113K
|
1.85K
$826K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-254- 32.27% |
$106K - $115K
|
533
$238K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-278- 2.92% |
$116K - $125K
|
9.25K
$4.12M
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-284- 2.29% |
$119K - $128K
|
12.1K
$5.4M
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
SELL
|
- |
-290- 12.25% |
$121K - $131K
|
2.08K
$926K
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-293- 4.7% |
$122K - $132K
|
5.95K
$2.65M
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-296- 28.46% |
$124K - $133K
|
744
$332K
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-299- 23.47% |
$125K - $135K
|
975
$435K
|
|
Feb 14, 2025
Q4 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-300- 0.98% |
$125K - $135K
|
30.2K
$13.5M
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-300- 37.27% |
$125K - $135K
|
505
$225K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-301- 3.57% |
$126K - $136K
|
8.13K
$3.62M
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-325- 29.98% |
$136K - $147K
|
759
$338K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-325- 3.72% |
$136K - $147K
|
8.41K
$3.75M
|