Purchases and Sales Made in Q4 2025 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 2025. 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, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
23.3K+ 27.76% |
$10.6M - $11.3M
|
107K
$50.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
6.81K+ 399.3% |
$3.1M - $3.29M
|
8.52K
$4.02M
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3.14K+ 26.81% |
$1.43M - $1.52M
|
14.9K
$7.02M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
3.11K+ 6.44% |
$1.41M - $1.5M
|
51.4K
$24.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.07K+ 5.33% |
$1.39M - $1.48M
|
60.6K
$28.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.02K+ 4.01% |
$1.37M - $1.46M
|
78.2K
$36.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
3KNew |
$1.36M - $1.45M
|
3K
$1.42M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.73K+ 121.15% |
$787K - $835K
|
3.16K
$1.49M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.55KNew |
$706K - $750K
|
1.55K
$733K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
1.51KNew |
$686K - $728K
|
1.51K
$711K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.43K+ 821.84% |
$650K - $690K
|
1.6K
$757K
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
1.32KNew |
$599K - $635K
|
1.32K
$621K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.21K+ 27.37% |
$549K - $583K
|
5.62K
$2.65M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
1.18KNew |
$536K - $569K
|
1.18K
$556K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
933New |
$424K - $450K
|
933
$440K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
891New |
$405K - $430K
|
891
$420K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
760New |
$346K - $367K
|
760
$359K
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
740+ 3.03% |
$337K - $357K
|
25.2K
$11.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
701+ 37.27% |
$319K - $338K
|
2.58K
$1.22M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
677New |
$308K - $327K
|
677
$319K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
674New |
$307K - $325K
|
674
$318K
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
629New |
$286K - $304K
|
629
$297K
|
|
|
Jan 14, 2026
Q4 2025
|
Sjbenen Advisory, LLC
Chapel Hill, NC |
BUY
|
- |
590New |
$268K - $285K
|
590
$278K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
574New |
$261K - $277K
|
574
$271K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
550+ 8.72% |
$250K - $266K
|
6.85K
$3.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
545+ 25.95% |
$248K - $263K
|
2.65K
$1.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
522+ 21.58% |
$237K - $252K
|
2.94K
$1.39M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
515+ 5.06% |
$234K - $249K
|
10.7K
$5.05M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
507+ 2.01% |
$231K - $245K
|
25.7K
$12.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
500New |
$227K - $241K
|
500
$236K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
460+ 6.25% |
$209K - $222K
|
7.82K
$3.69M
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
443New |
$202K - $214K
|
443
$209K
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
437New |
$199K - $211K
|
437
$206K
|
|
|
Jan 13, 2026
Q4 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
432+ 10.29% |
$197K - $209K
|
4.63K
$2.18M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
429New |
$195K - $207K
|
429
$202K
|
|
|
Jan 12, 2026
Q4 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
427New |
$194K - $206K
|
427
$201K
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
422New |
$192K - $204K
|
422
$199K
|
|
|
Jan 16, 2026
Q4 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
420New |
$191K - $203K
|
420
$198K
|
|
|
Jan 20, 2026
Q4 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
354+ 7.0% |
$161K - $171K
|
5.41K
$2.55M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
317+ 1.4% |
$144K - $153K
|
23K
$10.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
297+ 9.06% |
$135K - $143K
|
3.57K
$1.69M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
265+ 1.07% |
$121K - $128K
|
25K
$11.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
263+ 20.17% |
$120K - $127K
|
1.57K
$739K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
210+ 4.97% |
$95.5K - $101K
|
4.44K
$2.09M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
179+ 6.79% |
$81.4K - $86.4K
|
2.82K
$1.33M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
159+ 20.98% |
$72.3K - $76.8K
|
917
$433K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
153+ 5.72% |
$69.6K - $73.9K
|
2.83K
$1.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
150+ 4.09% |
$68.2K - $72.4K
|
3.82K
$1.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
141+ 16.1% |
$64.1K - $68.1K
|
1.02K
$480K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
122+ 19.0% |
$55.5K - $58.9K
|
764
$360K
|
|