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

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$535.24 +1.59 (+0.30%)
Closing price 04:10 PM Eastern
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$534.70 -0.54 (-0.10%)
As of 05:01 PM Eastern
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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)
582
Total
Institutional Inflows
(last 12 months)
$1.99B
Number of
Institutional Sellers
(last 12 months)
441
Total
Institutional Outflows
(last 12 months)
$1.61B
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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
8/23/2026 Washington Trust Advisors Inc.1,377$719K0.1%-15.6%0.002%
8/23/2026 Nilsine Partners LLC402$210K0.0%N/A0.000%
8/22/2026 Compass Financial Management LLC1,395$746K0.1%N/A0.002%
8/22/2026 Markowski Investments611$319K0.1%N/A0.001%
8/22/2026 United Community Bank1,295$676K0.2%+825.0%0.002%
8/21/2026 Continuum Advisory LLC854$446K0.0%-31.7%0.001%
8/21/2026 Birch Capital Management LLC210$110K0.1%+32.1%0.000%
8/21/2026 Lionsbridge Wealth Management LLC4,838$2.53M2.2%-4.7%0.006%
8/13/2026 Capital Square LLC444$233K0.1%N/A0.001%
8/13/2026 Pinnacle Holdings LLC26,046$13.61M4.2%N/A0.030%
8/12/2026 Compass Financial Management LLC1,395$746K0.1%N/A0.002%
8/5/2026USA Financial Formulas1,337$619K0.1%-5.8%0.002%
7/10/2026 Hudson Value Partners LLC420$219K0.1%N/A0.000%
7/10/2026 Peoples Bank KS1,617$845K0.8%-6.1%0.002%
7/9/2026 Allied Private Wealth LLC50$26K0.0%N/A0.000%
7/9/2026 Valeo Financial Advisors LLC1,874$979K0.0%-3.6%0.002%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.1,654$864K0.3%+7.5%0.002%
7/8/2026 First Heartland Consultants Inc.22,924$11.98M0.8%-17.3%0.027%
7/7/2026 Canandaigua National Bank & Trust Co.6,313$3.30M0.3%N/A0.007%
7/7/2026 Arlington Trust Co LLC160$84K0.0%N/A0.000%
7/7/2026 CoreCap Advisors LLC7,105$3.71M0.1%-2.7%0.008%
7/7/2026 First Financial Corp IN1,397$730K0.3%-12.7%0.002%
7/2/2026 Kozak & Associates Inc.21,352$11.15M1.9%+25.6%0.025%
7/2/2026 CX Institutional540$282K0.0%N/A0.001%
6/9/2026 Rathbones Group PLC2,528$1.17M0.0%+18.5%0.003%
6/3/2026 Parallel Advisors LLC1,735$804K0.0%+73.8%0.002%
5/26/2026 Glenmede Trust Co. NA2,478$1.15M0.0%-1.0%0.003%
5/21/2026 Vestor Capital LLC500$232K0.0%+10.1%0.001%
5/20/2026 SOA Wealth Advisors LLC.637$295K0.0%+4.8%0.001%
5/19/2026 Strategic Investment Advisors MI307$142K0.0%N/A0.000%
5/19/2026 Arkadios Wealth Advisors14,440$6.69M0.1%-28.3%0.017%
5/18/2026Sunbelt Securities Inc.5,333$2.47M0.2%-2.0%0.006%
5/18/2026 EverSource Wealth Advisors LLC693$321K0.0%-5.5%0.001%
5/8/2026 Dale Q Rice Investment Management Ltd868$402K0.3%-3.3%0.001%
5/7/2026 Parallel Advisors LLC1,735$804K0.0%+73.8%0.002%
5/7/2026 AIA Group Ltd66,911$30.99M0.5%+3,140.2%0.077%
5/6/2026 MTM Investment Management LLC404$187K0.1%+24.7%0.000%
5/6/2026 Bessemer Group Inc.22,650$10.49M0.0%+28.3%0.026%
5/5/2026 Beaumont Financial Advisors LLC3,044$1.41M0.1%+8.1%0.004%
5/5/2026 Bank of New York Mellon Corp60,236$27.90M0.0%+2.1%0.069%
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5/5/2026 Geneos Wealth Management Inc.1,500$695K0.0%+6.7%0.002%
5/5/2026 Mosaic Advisors LLC1,771$872K1.2%N/A0.002%
5/4/2026 Archer Investment Corp334$155K0.0%-10.7%0.000%
5/4/2026 Birinyi Associates Inc.11,521$5.34M1.5%-4.4%0.013%
5/4/2026 HBW Advisory Services LLC525$243K0.0%-40.6%0.001%
5/1/2026 Citizens Financial Group Inc. RI7,576$3.51M0.0%-6.8%0.009%
4/30/2026 First Horizon Corp10,890$5.04M0.2%-1.2%0.012%
4/30/2026 Your Advocates Ltd. LLP192$89K0.0%+35.2%0.000%
4/29/2026 Dumont & Blake Investment Advisors LLC1,450$671K0.2%-3.1%0.002%
4/28/2026 Whittier Trust Co.17,252$8.05M0.1%-6.5%0.019%
4/28/2026 Bogart Wealth LLC342$158K0.0%-28.9%0.000%
4/28/2026 Ascentis Independent Advisors3,536$1.64M0.1%-11.3%0.004%
4/28/2026GM Advisory Group LLC2,689$1.25M0.0%+3.9%0.003%
4/28/2026 NBT Bank N A NY3,460$1.60M0.1%-8.5%0.004%
4/27/2026 Sound Income Strategies LLC1,624$756K0.0%-4.0%0.002%
4/24/2026 Root Financial Partners LLC1,053$488K0.0%-4.4%0.001%
4/24/2026 Financial Life Planners2,703$1.25M1.0%-6.2%0.003%
4/24/2026 Alexis Investment Partners LLC16,968$7.67M5.3%+19.0%0.018%
4/23/2026 Fairway Wealth LLC108$50K0.0%N/A0.000%
4/23/2026 North Star Investment Management Corp.675$313K0.0%+28.6%0.001%
4/22/2026 Madison Park Capital Advisors LLC5,424$2.51M2.0%-1.5%0.006%
4/22/2026 Union Bancaire Privee UBP SA3,977$1.77M0.0%-10.3%0.004%
4/21/2026 Fairvoy Private Wealth LLC468$217K0.1%-17.3%0.001%
4/21/2026 Fiduciary Alliance LLC7,197$3.49M0.2%+3.4%0.008%
4/20/2026 Fifth Third Wealth Advisors LLC993$460K0.0%+36.0%0.001%
4/18/2026 Murphy & Mullick Capital Management Corp1,569$727K0.5%+47.5%0.002%
4/17/2026 Worth Asset Management LLC24,512$11.35M4.2%N/A0.027%
4/17/2026 AdvisorNet Financial Inc827$383K0.0%+15.3%0.001%
4/17/2026 Intergy Private Wealth LLC16,276$7.54M2.2%+1.9%0.018%
4/15/2026 Nations Financial Group Inc. IA ADV36,701$17M0.9%+1.8%0.041%
3/17/2026 Rockefeller Capital Management L.P.82,225$39.52M0.1%+3.8%0.092%
3/16/2026 Osbon Capital Management LLC2,801$1.35M1.3%N/A0.003%
3/13/2026 Fund Advisors of America Inc FL417$200K0.2%N/A0.000%
3/13/2026 World Investment Advisors12,803$6.15M0.1%+10.8%0.014%
3/12/2026 Nalls Sherbakoff Group LLC120$58K0.0%N/A0.000%
3/9/2026 Corient Private Wealth LLC36,926$17.75M0.0%+18.4%0.041%
3/6/2026 Union Savings Bank236$113K0.0%N/A0.000%
3/6/2026 Hsbc Holdings PLC2,525$1.21M0.0%-53.7%0.003%
3/6/2026 Redwood Family Wealth LLC2,520$1.21M1.2%N/A0.003%
3/5/2026 Gunpowder Capital Management LLC dba Oliver Wealth Management105$50K0.0%N/A0.000%
3/4/2026 Pure Financial Advisors LLC543$261K0.0%-8.6%0.001%
3/4/2026 SHP Wealth Management432$207K0.0%N/A0.000%
3/3/2026 Strategic Advisory Partners LLC715$344K0.3%N/A0.001%
3/2/2026CFO Capital Management LLC1,387$667K0.5%N/A0.002%
2/27/2026 Arwa LLC1,500$721K0.4%N/A0.002%
2/25/2026KW Wealth Management LLC9,096$4.37M6.6%+2.5%0.010%
2/25/2026 MidFirst Bank3,319$1.60M0.1%N/A0.004%
2/24/2026 Stone Wealth Partners2,146$1.03M0.9%N/A0.002%
2/24/2026 Lynch Investment Planning LLC9,097$4.38M4.2%N/A0.010%
2/23/2026 Wealth Preservation Advisors LLC100$48K0.0%-76.9%0.000%
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2/20/2026 Kovitz Investment Group Partners LLC1,318$634K0.0%-89.0%0.001%
2/20/2026 Capstone Wealth Management Inc.994$478K0.4%N/A0.001%
2/19/2026 Mcguire Capital Advisors Inc.3,050$1.47M0.9%N/A0.003%
2/19/2026 Compound Planning Inc.8,453$4.06M0.1%-23.3%0.009%
2/19/2026 Axxcess Wealth Management LLC2,562$1.23M0.0%+106.3%0.003%
2/19/2026 Corient Private Wealth LLC119,810$57.58M0.0%+284.0%0.135%
2/18/2026 Ameriflex Group Inc.286$137K0.1%-39.4%0.000%
2/18/2026 Widmann Financial Services Inc.2,138$1.03M0.6%-9.3%0.002%
2/18/2026 Mercer Global Advisors Inc. ADV30,340$14.58M0.0%-1.2%0.034%
2/18/2026 Onyx Bridge Wealth Group LLC3,495$1.68M0.2%-1.5%0.004%


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 1,095 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 4,209,485 shares in the last 24 months. This purchase volume represents approximately $1.99B in transactions.

Of the 441 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 3,382,817 shares in the last 24 months. This volume of shares sold represents approximately $1.61B 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 8/23/2026. New 13F filings are added each quarter as they're published.
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