SPDR Dow Jones Industrial Average ETF Trust
DIA- Exchange
- NYSE
- SEC CIK
- 0001041130
No open-market purchases or sales by SPDR Dow Jones Industrial Average ETF Trust insiders were filed in the last 90 days; 1,457 institutions reported holding it in 13F filings for Q2 2026, worth $16.1B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in SPDR Dow Jones Industrial Average ETF Trust as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 894
- +23 vs. Q1 2021
- Shares held
- 30.4M
- +565.7K (+1.9%) vs. Q1 2021
- Total value
- $10.5B
- +$630.3M (+6.4%) vs. Q1 2021
- New holders
- 94
- 290 more added
- Sold out
- 71
- 223 more reduced
14 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DIA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,457 | $16.1B |
| Q1 2026 | 1,373 | $16.3B |
| Q4 2025 | 1,393 | $18.8B |
| Q3 2025 | 1,289 | $15.0B |
| Q2 2025 | 1,280 | $14.2B |
| Q1 2025 | 1,257 | $14.2B |
| Q4 2024 | 1,298 | $15.2B |
| Q3 2024 | 1,189 | $12.9B |
| Q2 2024 | 1,140 | $11.0B |
| Q1 2024 | 1,151 | $12.3B |
| Q4 2023 | 1,139 | $11.9B |
| Q3 2023 | 1,025 | $8.56B |
| Q2 2023 | 1,033 | $9.86B |
| Q1 2023 | 1,000 | $8.79B |
| Q4 2022 | 1,022 | $9.61B |
| Q3 2022 | 935 | $8.17B |
| Q2 2022 | 953 | $8.54B |
| Q1 2022 | 989 | $10.5B |
| Q4 2021 | 962 | $9.71B |
| Q3 2021 | 893 | $9.14B |
| Q2 2021 | 894 | $10.5B |
| Q1 2021 | 885 | $9.86B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding SPDR Dow Jones Industrial Average ETF Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Palisade Asset Management, LLC | 750 | $259.0K | 0.03% | 00.0% | Unchanged |
| Harbor Financial Services, LLC | 750 | $259.0K | 0.11% | +750 | New |
| EP Wealth Advisors, LLC | 746 | $257.0K | 0.01% | +100+15.5% | Added |
| Fermata Advisors, LLC | 741 | $256.0K | 0.15% | +741 | New |
| Sovereign Financial Group, Inc. | 772 | $255.0K | 0.15% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 737 | $254.0K | 0.15% | 00.0% | Unchanged |
| Adviser Investments LLC | 735 | $254.0K | 0.02% | +1+0.1% | Added |
| Bryn Mawr Trust Co | 735 | $253.0K | 0.01% | −111−13.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 734 | $253.0K | 0.01% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 733 | $253.0K | 0.13% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 732 | $253.0K | 0.05% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 728 | $251.0K | 0.19% | 00.0% | Unchanged |
| Cambridge Trust Co | 721 | $249.0K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 723 | $249.0K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 715 | $246.0K | 0.09% | 00.0% | Unchanged |
| Davis R M Inc | 712 | $246.0K | 0.01% | 00.0% | Unchanged |
| Dohj, LLC | 710 | $245.0K | 0.13% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 705 | $243.0K | 0.37% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 702 | $242.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 700 | $241.0K | 0.04% | 00.0% | Unchanged |
| XML Financial, LLC | 694 | $240.0K | 0.05% | +1+0.1% | Added |
| Old National Bancorp | 691 | $238.0K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 691 | $238.0K | 0.01% | +77+12.5% | Added |
| CFM Wealth Partners LLC | 687 | $237.0K | 0.06% | 00.0% | Unchanged |
| Hoylecohen, LLC | 683 | $236.0K | 0.02% | +15+2.2% | Added |
| Appleton Partners Inc | 680 | $235.0K | 0.02% | 00.0% | Unchanged |
| Holderness Investments Co | 680 | $235.0K | 0.08% | 00.0% | Unchanged |
| Budros, Ruhlin & Roe, Inc. | 676 | $233.0K | 0.03% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 673 | $232.0K | 0.05% | +45+7.2% | Added |
| Bridgewater Advisors Inc. | 667 | $230.0K | 0.07% | 00.0% | Unchanged |
| Carlson Capital Management | 663 | $229.0K | 0.03% | 00.0% | Unchanged |
| Sowa Financial Group, Inc. | 664 | $229.0K | 0.17% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 662 | $229.0K | 0.04% | +662 | New |
| Liberty Wealth Management LLC | 960 | $227.0K | 0.09% | +306+46.8% | Added |
| Accurate Wealth Management, LLC | 654 | $226.0K | 0.20% | +654 | New |
| Aldebaran Financial Inc. | 650 | $225.0K | 0.20% | −485−42.7% | Reduced |
| Nikulski Financial, Inc. | 645 | $224.0K | 0.10% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 650 | $224.0K | 0.00% | +40+6.6% | Added |
| Fortem Financial Group, LLC | 635 | $219.0K | 0.11% | −18−2.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 628 | $217.0K | 0.08% | 00.0% | Unchanged |
| Intrua Financial, LLC | 608 | $216.0K | 0.05% | −96−13.6% | Reduced |
| Activest Wealth Management | 624 | $215.0K | 0.16% | −607−49.3% | Reduced |
| First Midwest Bank Trust Division | 622 | $215.0K | 0.03% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 622 | $215.0K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 622 | $215.0K | 0.02% | +4+0.6% | Added |
| Boyd Watterson Asset Management LLC | 616 | $212.0K | 0.09% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 616 | $212.0K | 0.06% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 613 | $211.0K | 0.01% | +613 | New |
| Brandywine Oak Private Wealth LLC | 612 | $211.0K | 0.02% | +612 | New |
| Reilly Financial Advisors, LLC | 610 | $210.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 605 | $209.0K | 0.02% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 606 | $209.0K | 0.01% | +606 | New |
| Executive Wealth Group LLC | 603 | $208.2K | 0.12% | +603 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 600 | $208.0K | 0.09% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 600 | $208.0K | 0.04% | +600 | New |
| Enterprise Financial Services Corp | 600 | $207.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 600 | $207.0K | 0.08% | 00.0% | Unchanged |
| First Foundation Advisors | 600 | $207.0K | 0.01% | +600 | New |
| Wealthsource Partners, LLC | 594 | $205.0K | 0.02% | +594 | New |
| Harfst & Associates, Inc. | 592 | $204.0K | 0.06% | +592 | New |
| Bremer Bank National Association | 590 | $204.0K | 0.04% | +590 | New |
| Ritholtz Wealth Management | 582 | $201.0K | 0.01% | +582 | New |
| Ellis Investment Partners, LLC | 573 | $197.0K | 0.05% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 548 | $189.0K | 0.02% | +23+4.4% | Added |
| Brewin Dolphin Ltd | 540 | $186.3K | 0.01% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 500 | $172.0K | 0.11% | −3,050−85.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 500 | $172.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 498 | $172.0K | 0.06% | 00.0% | Unchanged |
| First Bank & Trust | 464 | $160.0K | 0.08% | −10−2.1% | Reduced |
| FinTrust Capital Advisors, LLC | 464 | $160.0K | 0.04% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 461 | $159.0K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 423 | $146.0K | 0.01% | 00.0% | Unchanged |
| Personal Wealth Partners | 413 | $142.0K | 0.06% | +413 | New |
| FourThought Financial, LLC | 411 | $141.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 404 | $139.0K | 0.02% | +1+0.2% | Added |
| Security National Trust Co | 400 | $138.0K | 0.03% | −50−11.1% | Reduced |
| Winch Advisory Services, LLC | 386 | $133.0K | 0.05% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 380 | $131.0K | 0.09% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 372 | $128.0K | 0.06% | +1+0.3% | Added |
| SRS Capital Advisors, Inc. | 352 | $122.0K | 0.02% | +352 | New |
| Disciplined Investments, LLC | 341 | $118.0K | 0.06% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 310 | $107.0K | 0.02% | 00.0% | Unchanged |
| Financial Insights, Inc. | 309 | $106.6K | 0.09% | +309 | New |
| Parallel Advisors, LLC | 299 | $103.0K | 0.00% | −82−21.5% | Reduced |
| Oakworth Capital, Inc. | 300 | $103.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $103.0K | 0.07% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 298 | $103.0K | 0.05% | 00.0% | Unchanged |
| Schroder Investment Management Group | 300 | $103.0K | 0.00% | +300 | New |
| Center for Financial Planning, Inc. | 297 | $102.0K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 290 | $100.0K | 0.00% | −113−28.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 289 | $100.0K | 0.00% | +29+11.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 270 | $93.0K | 0.06% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 267 | $92.0K | 0.04% | 00.0% | Unchanged |
| Private Capital Group, LLC | 263 | $91.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 260 | $90.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 260 | $89.8K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 255 | $88.0K | 0.04% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 253 | $87.0K | 0.09% | +1+0.4% | Added |
| Glen Eagle Advisors, LLC | 250 | $86.2K | 0.03% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 250 | $86.0K | 0.02% | 00.0% | Unchanged |