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

SPDR Dow Jones Industrial Average ETF Trust logo
$531.22 +6.90 (+1.32%)
Closing price 04:10 PM Eastern
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$531.78 +0.56 (+0.11%)
As of 06:05 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)
654
Total
Institutional Inflows
(last 12 months)
$2.30B
Number of
Institutional Sellers
(last 12 months)
489
Total
Institutional Outflows
(last 12 months)
$1.98B
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DIA Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
6/3/2026Parallel Advisors LLC1,735$804K0.0%+73.8%0.002%
5/26/2026Glenmede Trust Co. NA2,478$1.15M0.0%-1.0%0.003%
5/21/2026 Vestor Capital LLC500$232K0.0%+10.1%0.001%
5/20/2026 SOA Wealth Advisors LLC.637$295K0.0%+4.8%0.001%
5/19/2026Strategic 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%
5/18/2026 EverSource 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%
5/7/2026 AIA Group Ltd66,911$30.99M0.5%+3,140.2%0.077%
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%
5/4/2026 HBW Advisory Services LLC525$243K0.0%-40.6%0.001%
5/1/2026Citizens Financial Group Inc. RI7,576$3.51M0.0%-6.8%0.009%
4/30/2026 First 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%
4/28/2026 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%
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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%
4/18/2026Murphy & 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%
3/17/2026Rockefeller 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%
3/6/2026 Union 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%
2/27/2026 Arwa LLC1,500$721K0.4%N/A0.002%
2/25/2026KW Wealth Management LLC9,096$4.37M6.6%+2.5%0.010%
2/25/2026MidFirst 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%
2/23/2026Wealth 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%
2/19/2026 Axxcess 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%
2/18/2026Ameriflex Group Inc.286$137K0.1%-39.4%0.000%
2/18/2026Widmann Financial Services Inc.2,138$1.03M0.6%-9.3%0.002%
2/18/2026Mercer 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%
2/18/2026Beacon Pointe Advisors LLC18,299$8.79M0.1%+3.2%0.021%
2/18/2026EP Wealth Advisors LLC14,329$6.89M0.0%N/A0.016%
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2/18/2026Empowered Funds LLC455$219K0.0%N/A0.001%
2/18/2026XTX Topco Ltd15,471$7.44M0.2%+1,117.2%0.017%
2/18/2026 truNorth Financial Services Inc.2,215$1.07M1.2%N/A0.002%
2/18/2026VestGen Advisors LLC2,521$1.21M0.1%+31.7%0.003%
2/18/2026Toronto Dominion Bank1,514$728K0.0%-29.6%0.002%
2/18/2026Summit Securities Group LLC55,002$26.43M3.4%+790.0%0.062%
2/18/2026Prostatis Group LLC634$305K0.1%-29.0%0.001%
2/18/2026Main Street Financial Solutions LLC14,371$6.91M0.5%+0.9%0.016%
2/18/2026Evolve Private Wealth LLC4,153$2M0.1%N/A0.005%
2/18/2026First Manhattan CO. LLC.821$395K0.0%+2.6%0.001%


DIA Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,353 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 1,112 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 4,926,957 shares in the last 24 months. This purchase volume represents approximately $2.30B in transactions.

Of the 489 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), Pinkerton Wealth LLC ($254.69K), Modern Wealth Management LLC ($202.61K), and Hsbc Holdings PLC ($125.31K).

Institutional investors have sold a total of 4,226,055 shares in the last 24 months. This volume of shares sold represents approximately $1.98B in transactions.


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This page (NYSEARCA:DIA) was last updated on 8/3/2026 by MarketBeat.com Staff.
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