Free Trial

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

SPDR Dow Jones Industrial Average ETF Trust logo
$512.11 +1.01 (+0.20%)
Closing price 04:10 PM Eastern
Extended Trading
$512.00 -0.11 (-0.02%)
As of 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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)
576
Total
Institutional Inflows
(last 12 months)
$1.98B
Number of
Institutional Sellers
(last 12 months)
437
Total
Institutional Outflows
(last 12 months)
$1.65B
Get DIA Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR Dow Jones Industrial Average ETF Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
10/5/2026Olistico Wealth LLC1,243$632K0.3%-98.8%0.001%
10/5/2026Ferguson Wellman Capital Management Inc.1,189$605K0.0%+1.8%0.001%
10/2/2026 CX Institutional658$335K0.0%+21.9%0.001%
10/2/2026 Versant Capital Management Inc173$88K0.0%+226.4%0.000%
8/23/2026Washington Trust Advisors Inc.1,377$719K0.1%-15.6%0.002%
8/23/2026Nilsine Partners LLC402$210K0.0%N/A0.000%
8/22/2026Compass Financial Management LLC1,395$746K0.1%N/A0.002%
8/22/2026Markowski Investments611$319K0.1%N/A0.001%
8/22/2026United Community Bank1,295$676K0.2%+825.0%0.002%
8/21/2026Continuum Advisory LLC854$446K0.0%-31.7%0.001%
8/21/2026Birch Capital Management LLC210$110K0.1%+32.1%0.000%
8/21/2026Lionsbridge Wealth Management LLC4,838$2.53M2.2%-4.7%0.006%
8/13/2026Capital Square LLC444$233K0.1%N/A0.001%
8/13/2026Pinnacle Holdings LLC26,046$13.61M4.2%N/A0.030%
8/12/2026Compass Financial Management LLC1,395$746K0.1%N/A0.002%
8/5/2026USA Financial Formulas1,337$619K0.1%-5.8%0.002%
7/10/2026Hudson Value Partners LLC420$219K0.1%N/A0.000%
7/10/2026Peoples Bank KS1,617$845K0.8%-6.1%0.002%
7/9/2026Allied Private Wealth LLC50$26K0.0%N/A0.000%
7/9/2026Valeo Financial Advisors LLC1,874$979K0.0%-3.6%0.002%
7/8/2026Thurston Springer Miller Herd & Titak Inc.1,654$864K0.3%+7.5%0.002%
7/8/2026First Heartland Consultants Inc.22,924$11.98M0.8%-17.3%0.027%
7/7/2026Canandaigua National Bank & Trust Co.6,313$3.30M0.3%N/A0.007%
7/7/2026Arlington Trust Co LLC160$84K0.0%N/A0.000%
7/7/2026CoreCap Advisors LLC7,105$3.71M0.1%-2.7%0.008%
7/7/2026First Financial Corp IN1,397$730K0.3%-12.7%0.002%
7/2/2026Kozak & Associates Inc.21,352$11.15M1.9%+25.6%0.025%
7/2/2026 CX Institutional540$282K0.0%N/A0.001%
6/9/2026Rathbones Group PLC2,528$1.17M0.0%+18.5%0.003%
6/3/2026Parallel Advisors LLC1,735$804K0.0%+73.8%0.002%
5/26/2026Glenmede Trust Co. NA2,478$1.15M0.0%-1.0%0.003%
5/21/2026Vestor Capital LLC500$232K0.0%+10.1%0.001%
5/20/2026SOA Wealth Advisors LLC.637$295K0.0%+4.8%0.001%
5/19/2026Strategic Investment Advisors MI307$142K0.0%N/A0.000%
5/19/2026Arkadios Wealth Advisors14,440$6.69M0.1%-28.3%0.017%
5/18/2026Sunbelt Securities Inc.5,333$2.47M0.2%-2.0%0.006%
5/18/2026EverSource Wealth Advisors LLC693$321K0.0%-5.5%0.001%
5/8/2026Dale Q Rice Investment Management Ltd868$402K0.3%-3.3%0.001%
5/7/2026Parallel Advisors LLC1,735$804K0.0%+73.8%0.002%
5/7/2026AIA Group Ltd66,911$30.99M0.5%+3,140.2%0.077%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

5/6/2026MTM Investment Management LLC404$187K0.1%+24.7%0.000%
5/6/2026Bessemer Group Inc.22,650$10.49M0.0%+28.3%0.026%
5/5/2026Beaumont Financial Advisors LLC3,044$1.41M0.1%+8.1%0.004%
5/5/2026Bank of New York Mellon Corp60,236$27.90M0.0%+2.1%0.069%
5/5/2026Geneos Wealth Management Inc.1,500$695K0.0%+6.7%0.002%
5/5/2026Mosaic Advisors LLC1,771$872K1.2%N/A0.002%
5/4/2026Archer Investment Corp334$155K0.0%-10.7%0.000%
5/4/2026Birinyi Associates Inc.11,521$5.34M1.5%-4.4%0.013%
5/4/2026HBW Advisory Services LLC525$243K0.0%-40.6%0.001%
5/1/2026Citizens Financial Group Inc. RI7,576$3.51M0.0%-6.8%0.009%
4/30/2026First Horizon Corp10,890$5.04M0.2%-1.2%0.012%
4/30/2026Your Advocates Ltd. LLP192$89K0.0%+35.2%0.000%
4/29/2026Dumont & Blake Investment Advisors LLC1,450$671K0.2%-3.1%0.002%
4/28/2026Whittier Trust Co.17,252$8.05M0.1%-6.5%0.019%
4/28/2026Bogart Wealth LLC342$158K0.0%-28.9%0.000%
4/28/2026Ascentis Independent Advisors3,536$1.64M0.1%-11.3%0.004%
4/28/2026GM Advisory Group LLC2,689$1.25M0.0%+3.9%0.003%
4/28/2026NBT Bank N A NY3,460$1.60M0.1%-8.5%0.004%
4/27/2026Sound Income Strategies LLC1,624$756K0.0%-4.0%0.002%
4/24/2026Root Financial Partners LLC1,053$488K0.0%-4.4%0.001%
4/24/2026Financial Life Planners2,703$1.25M1.0%-6.2%0.003%
4/24/2026Alexis Investment Partners LLC16,968$7.67M5.3%+19.0%0.018%
4/23/2026Fairway Wealth LLC108$50K0.0%N/A0.000%
4/23/2026North Star Investment Management Corp.675$313K0.0%+28.6%0.001%
4/22/2026Madison Park Capital Advisors LLC5,424$2.51M2.0%-1.5%0.006%
4/22/2026Union Bancaire Privee UBP SA3,977$1.77M0.0%-10.3%0.004%
4/21/2026Fairvoy Private Wealth LLC468$217K0.1%-17.3%0.001%
4/21/2026Fiduciary Alliance LLC7,197$3.49M0.2%+3.4%0.008%
4/20/2026Fifth Third Wealth Advisors LLC993$460K0.0%+36.0%0.001%
4/18/2026Murphy & Mullick Capital Management Corp1,569$727K0.5%+47.5%0.002%
4/17/2026Worth Asset Management LLC24,512$11.35M4.2%N/A0.027%
4/17/2026AdvisorNet Financial Inc827$383K0.0%+15.3%0.001%
4/17/2026Intergy Private Wealth LLC16,276$7.54M2.2%+1.9%0.018%
4/15/2026Nations Financial Group Inc. IA ADV36,701$17M0.9%+1.8%0.041%
3/17/2026Rockefeller Capital Management L.P.82,225$39.52M0.1%+3.8%0.092%
3/16/2026Osbon Capital Management LLC2,801$1.35M1.3%N/A0.003%
3/13/2026Fund Advisors of America Inc FL417$200K0.2%N/A0.000%
3/13/2026World Investment Advisors12,803$6.15M0.1%+10.8%0.014%
3/12/2026Nalls Sherbakoff Group LLC120$58K0.0%N/A0.000%
3/9/2026Corient Private Wealth LLC36,926$17.75M0.0%+18.4%0.041%
3/6/2026Union Savings Bank236$113K0.0%N/A0.000%
3/6/2026Hsbc Holdings PLC2,525$1.21M0.0%-53.7%0.003%
3/6/2026Redwood Family Wealth LLC2,520$1.21M1.2%N/A0.003%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management105$50K0.0%N/A0.000%
3/4/2026Pure Financial Advisors LLC543$261K0.0%-8.6%0.001%
3/4/2026SHP Wealth Management432$207K0.0%N/A0.000%
3/3/2026Strategic Advisory Partners LLC715$344K0.3%N/A0.001%
3/2/2026CFO Capital Management LLC1,387$667K0.5%N/A0.002%
2/27/2026Arwa LLC1,500$721K0.4%N/A0.002%
2/25/2026KW Wealth Management LLC9,096$4.37M6.6%+2.5%0.010%
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad)

A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from collapsing — and billionaire Sam Altman is now an investor. This under-the-radar firm is drawing serious attention from those watching the energy infrastructure space closely.tc pixel

Click here to learn this company's name for free today
2/25/2026MidFirst Bank3,319$1.60M0.1%N/A0.004%
2/24/2026Stone Wealth Partners2,146$1.03M0.9%N/A0.002%
2/24/2026Lynch Investment Planning LLC9,097$4.38M4.2%N/A0.010%
2/23/2026Wealth Preservation Advisors LLC100$48K0.0%-76.9%0.000%
2/20/2026Kovitz Investment Group Partners LLC1,318$634K0.0%-89.0%0.001%
2/20/2026Capstone Wealth Management Inc.994$478K0.4%N/A0.001%
2/19/2026Mcguire Capital Advisors Inc.3,050$1.47M0.9%N/A0.003%
2/19/2026Compound Planning Inc.8,453$4.06M0.1%-23.3%0.009%
2/19/2026Axxcess Wealth Management LLC2,562$1.23M0.0%+106.3%0.003%
2/19/2026Corient Private Wealth LLC119,810$57.58M0.0%+284.0%0.135%


DIA Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,335 institutional investors and hedge funds held shares of SPDR Dow Jones Industrial Average ETF Trust. The most heavily invested institutionals were Morgan Stanley ($1.42B), Goldman Sachs Group Inc. ($1.19B), LPL Financial LLC ($792.94M), Wells Fargo & Company MN ($667.16M), Royal Bank of Canada ($370.84M), Bank of Montreal Can ($363.10M), and Hancock Prospecting Pty Ltd ($356.80M).Learn more on SPDR Dow Jones Industrial Average ETF Trust's institutional investors.

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

Of the 1,094 institutional investors that purchased SPDR Dow Jones Industrial Average ETF Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($3.39M), Goldman Sachs Group Inc. ($904.33K), Focus Partners Wealth ($576.66K), Capital Wealth Planning LLC ($523.31K), Two Sigma Investments LP ($511.43K), Raymond James Financial Inc. ($469.72K), and The Manufacturers Life Insurance Company ($437.60K).

Institutional investors have bought a total of 4,191,236 shares in the last 24 months. This purchase volume represents approximately $1.98B in transactions.

Of the 437 institutional investors that sold SPDR Dow Jones Industrial Average ETF Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Morgan Stanley ($1.25M), Capital Wealth Planning LLC ($391.77K), Barclays PLC ($372.99K), Northwestern Mutual Wealth Management Co. ($283.23K), National Bank of Canada FI ($90.59K), Cambridge Investment Research Advisors Inc. ($70.16K), and Ameriprise Financial Inc. ($41.57K).

Institutional investors have sold a total of 3,347,033 shares in the last 24 months. This volume of shares sold represents approximately $1.59B in transactions.



Institutional ownership data for NYSEARCA:DIA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/5/2026. New 13F filings are added each quarter as they're published.
From Our Partners