SPDR Dow Jones Industrial Average ETF Trust (DIA) Institutional Ownership

$394.53
+0.07 (+0.02%)
(As of 09:09 AM ET)

Institutional Ownership Changes (13F Filings) for SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA)

Current
Institutional Ownership
Percentage
37.11%
Number of
Institutional Buyers
(last 12 months)
611
Total
Institutional Inflows
(last 12 months)
$2.90B
Number of
Institutional Sellers
(last 12 months)
464
Total
Institutional Outflows
(last 12 months)
$1.09B
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DIA Institutional Buying and Selling by Quarter

SPDR Dow Jones Industrial Average ETF Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024 InterOcean Capital Group LLC7,224$2.87M0.1%+0.9%0.009%
5/14/2024 Oxford Financial Group LTD. LLC1,313$522K0.0%-13.6%0.002%
5/14/2024 Lake Street Advisors Group LLC2,191$874K0.0%N/A0.003%
5/13/2024 O Shaughnessy Asset Management LLC1,536$611K0.0%+10.9%0.002%
5/11/2024 Beaumont Financial Advisors LLC2,458$978K0.1%+24.0%0.003%
5/11/2024 Capital Wealth Alliance LLC1,242$494K0.3%+87.3%0.001%
5/11/2024 Jacobi Capital Management LLC2,601$1.03M0.1%+3.1%0.003%
5/11/2024 Edgestream Partners L.P.6,347$2.53M0.1%-49.2%0.008%
5/11/2024 Patten & Patten Inc. TN891$354K0.0%+7.2%0.001%
5/10/2024 Osaic Holdings Inc.309,346$123.07M0.3%+7.9%0.371%
5/10/2024 Rodgers & Associates LTD548$218K0.0%-26.7%0.001%
5/10/2024 TIAA Trust National Association3,099$1.23M0.0%-0.8%0.004%
5/10/2024 Spirepoint Private Client LLC590$235K0.0%N/A0.001%
5/10/2024 Councilmark Asset Management LLC650$259K0.2%N/A0.001%
5/10/2024 Pinkerton Retirement Specialists LLC79,224$31.51M5.1%N/A0.095%
5/10/2024 Prevail Innovative Wealth Advisors LLC997$397K0.1%N/A0.001%
5/10/2024 Banco Santander S.A.1,954$777K0.0%+224.6%0.002%
5/10/2024 Tocqueville Asset Management L.P.3,750$1.49M0.0%-4.3%0.004%
5/10/2024 Motco3,198$1.27M0.1%-6.0%0.004%
5/10/2024 Nwam LLC10,807$4.22M0.3%-12.8%0.013%
5/10/2024 Banco BTG Pactual S.A.823$327K0.1%+22.3%0.001%
5/9/2024 Brighton Jones LLC10,907$4.34M0.2%+0.6%0.013%
5/9/2024 Private Portfolio Partners LLC2,749$1.09M0.2%+9.8%0.003%
5/9/2024 Orion Portfolio Solutions LLC5,565$2.21M0.0%+2.8%0.007%
5/9/2024 Blair William & Co. IL33,259$13.23M0.0%-17.3%0.040%
5/9/2024 HBK Sorce Advisory LLC2,572$1.02M0.0%+11.8%0.003%
5/9/2024 Kingsview Wealth Management LLC2,867$1.14M0.0%+9.1%0.003%
5/9/2024 JDM Financial Group LLC1,772$705K0.5%-27.6%0.002%
5/9/2024 SageView Advisory Group LLC3,041$1.21M0.1%+159.2%0.004%
5/9/2024 Fortis Capital Advisors LLC517$206K0.1%N/A0.001%
5/9/2024 XR Securities LLC5,735$2.28M0.1%N/A0.007%
5/9/2024 Rogco LP387$154K0.1%N/A0.000%
5/9/2024 Koshinski Asset Management Inc.4,403$1.75M0.2%+121.8%0.005%
5/8/2024 Berkshire Money Management Inc.196,642$78.22M9.4%-2.1%0.236%
5/8/2024 Camarda Financial Advisors LLC28,169$11.21M4.5%N/A0.034%
5/8/2024 Edmond DE Rothschild Holding S.A.327$130K0.0%-18.0%0.000%
5/8/2024 Cozad Asset Management Inc.3,806$1.51M0.2%+2.5%0.005%
5/8/2024 Bleakley Financial Group LLC3,622$1.44M0.0%+69.2%0.004%
5/8/2024 Heritage Wealth Advisors674$268K0.0%-5.6%0.001%
5/8/2024 Avantax Advisory Services Inc.46,004$18.30M0.2%+2.3%0.055%
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5/8/2024 US Bancorp DE8,240$3.28M0.0%-4.2%0.010%
5/8/2024 Russell Investments Group Ltd.140$56K0.0%-19.5%0.000%
5/8/2024 QRG Capital Management Inc.3,226$1.28M0.0%+385.8%0.004%
5/8/2024 Inspire Advisors LLC553$220K0.0%-29.0%0.001%
5/8/2024 Thoroughbred Financial Services LLC10,120$4.03M0.4%-25.2%0.012%
5/7/2024 Verus Capital Partners LLC3,627$1.44M0.2%-2.7%0.004%
5/7/2024 Choate Investment Advisors1,441$573K0.0%N/A0.002%
5/7/2024 Sfmg LLC566$225K0.0%-15.0%0.001%
5/7/2024 American Planning Services Inc.2,223$884K0.6%-4.3%0.003%
5/7/2024 Quantum Private Wealth LLC1,352$538K0.2%-18.2%0.002%
5/7/2024 Stonebrook Private Inc.2,100$835K0.2%+24.1%0.003%
5/7/2024 Concurrent Investment Advisors LLC68,293$27.16M1.1%+64.2%0.082%
5/7/2024 Atomi Financial Group Inc.5,334$2.12M0.2%+7.6%0.006%
5/7/2024 WealthPLAN Partners LLC831$330K0.0%+29.2%0.001%
5/7/2024 NTV Asset Management LLC21,940$8.73M1.3%-8.8%0.026%
5/7/2024 Highland Capital Management LLC1,200$477K0.0%+20.0%0.001%
5/7/2024 Capital Wealth Planning LLC26,530$10.55M0.1%-86.4%0.032%
5/7/2024 PFG Advisors977$389K0.0%+3.3%0.001%
5/7/2024 Oppenheimer & Co. Inc.30,491$12.13M0.2%+21.1%0.037%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,305$519K0.0%-26.4%0.002%
5/7/2024 Guardian Asset Advisors LLC13,279$5.29M4.4%+5.3%0.016%
5/7/2024 Wealthspire Advisors LLC6,933$2.76M0.0%+8.3%0.008%
5/7/2024 Retirement Planning Co of New England Inc.687$273K0.1%+17.0%0.001%
5/7/2024 Empowered Funds LLC585$233K0.0%N/A0.001%
5/7/2024 Stokes Family Office LLC4,106$1.63M0.2%+3.9%0.005%
5/6/2024 Envestnet Portfolio Solutions Inc.3,674$1.46M0.0%+3.1%0.004%
5/6/2024 OLD Second National Bank of Aurora1,336$531K0.1%-2.5%0.002%
5/6/2024 Gallacher Capital Management LLC4,256$1.69M0.9%+26.7%0.005%
5/6/2024 Advisory Services Network LLC14,784$5.88M0.1%+115.5%0.018%
5/6/2024 Advisory Alpha LLC4,501$1.79M0.1%-8.7%0.005%
5/4/2024 Coulter & Justus Financial Services LLC1,092$434K0.1%N/A0.001%
5/4/2024 Geneos Wealth Management Inc.1,346$535K0.0%-13.0%0.002%
5/4/2024 Paulson Wealth Management Inc.6,909$2.75M0.8%-2.6%0.008%
5/4/2024 Csenge Advisory Group3,995$1.59M0.1%+0.7%0.005%
5/3/2024 Embree Financial Group4,670$1.86M0.4%+2.8%0.006%
5/3/2024 Smithbridge Asset Management Inc. DE21,439$8.53M1.8%N/A0.026%
5/3/2024 RIA Advisory Group LLC819$325K0.1%N/A0.001%
5/3/2024 Larson Financial Group LLC2,567$1.02M0.1%+265.1%0.003%
5/3/2024 Callan Capital LLC1,206$480K0.0%+102.3%0.001%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors8,733$3.47M0.4%+139.3%0.011%
5/3/2024 Etfidea LLC1,489$592K0.2%-7.7%0.002%
5/3/2024 Commerce Bank34,557$13.75M0.1%-0.2%0.042%
5/3/2024 GSA Capital Partners LLP1,303$518K0.0%N/A0.002%
5/3/2024 Liberty Wealth Management LLC623$248K0.0%-33.3%0.001%
5/3/2024 Absolute Capital Management LLC11,400$4.53M2.9%N/A0.014%
5/3/2024 Whittier Trust Co. of Nevada Inc.26,438$10.52M0.3%-1.2%0.031%
5/3/2024 Whittier Trust Co.20,658$8.22M0.1%-11.9%0.025%
5/2/2024 Mutual Advisors LLC6,187$2.46M0.1%+216.5%0.007%
5/2/2024 Hudock Inc.7,152$2.85M0.6%-1.8%0.009%
5/2/2024 Conservest Capital Advisors Inc.58,454$23.25M2.4%-3.1%0.070%
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5/2/2024 Daiwa Securities Group Inc.44,635$17.75M0.1%+23.0%0.053%
5/2/2024 Consolidated Planning Corp1,248$497K0.1%-16.2%0.001%
5/2/2024 Pittenger & Anderson Inc.29,234$11.63M0.5%+6.1%0.035%
5/2/2024 Lincoln National Corp8,374$3.33M0.1%+101.2%0.010%
5/2/2024 Choreo LLC1,291$513K0.0%-24.1%0.002%
5/2/2024 Moloney Securities Asset Management LLC1,060$422K0.1%-4.0%0.001%
5/1/2024 Janney Montgomery Scott LLC48,856$19.43M0.1%-5.5%0.058%
5/1/2024 Alta Wealth Advisors LLC3,929$1.56M0.8%-7.2%0.005%
5/1/2024 Mission Wealth Management LP5,335$2.12M0.1%+18.4%0.006%
5/1/2024 Sequoia Financial Advisors LLC3,118$1.24M0.0%-13.3%0.004%
(Data available from 1/1/2016 forward)

DIA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DIA shares?

During the previous two years, 1,087 institutional investors and hedge funds held shares of SPDR Dow Jones Industrial Average ETF Trust. The most heavily invested institutionals were Aspire Private Capital LLC ($38.92B), Morgan Stanley ($1.06B), LPL Financial LLC ($424.32M), Ameriprise Financial Inc. ($230.69M), CHURCHILL MANAGEMENT Corp ($209.91M), Royal Bank of Canada ($198.79M), and Two Sigma Investments LP ($185.08M).Learn more on DIA's institutional investors.

What percentage of SPDR Dow Jones Industrial Average ETF Trust stock is owned by institutional investors?

37.11% of SPDR Dow Jones Industrial Average ETF Trust stock is owned by institutional investors. Learn more on DIA's institutional investor holdings.

Which institutional investors have been buying SPDR Dow Jones Industrial Average ETF Trust stock?

Of the 911 institutional investors that purchased SPDR Dow Jones Industrial Average ETF Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($3.02M), Barclays PLC ($666.10K), Bank Julius Baer & Co. Ltd Zurich ($503.67K), Two Sigma Investments LP ($435.10K), Bank of Montreal Can ($431.35K), The Manufacturers Life Insurance Company ($415.34K), and Private Advisor Group LLC ($281.40K).

How much institutional buying is happening at SPDR Dow Jones Industrial Average ETF Trust?

Institutional investors have bought a total of 13,769,262 shares in the last 24 months. This purchase volume represents approximately $4.74B in transactions.

Which SPDR Dow Jones Industrial Average ETF Trust major shareholders have been selling company stock?

Of the 644 institutional investors that sold SPDR Dow Jones Industrial Average ETF Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Morgan Stanley ($1.02M), Barclays PLC ($614.56K), Capital Wealth Planning LLC ($282.25K), Oliver Lagore Vanvalin Investment Group ($277.89K), Brookstone Capital Management ($269.78K), The Manufacturers Life Insurance Company ($215.42K), and Raymond James Financial Services Advisors Inc. ($188.66K).

How much institutional selling is happening at SPDR Dow Jones Industrial Average ETF Trust?

Institutional investors have sold a total of 6,649,687 shares in the last 24 months. This volume of shares sold represents approximately $2.23B in transactions.


This page (NYSEARCA:DIA) was last updated on 5/14/2024 by MarketBeat.com Staff

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