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, Q4 2021
Institutional positions in SPDR Dow Jones Industrial Average ETF Trust as of Dec 31, 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
- 962
- +87 vs. Q3 2021
- Shares held
- 26.7M
- −212.4K (−0.8%) vs. Q3 2021
- Total value
- $9.71B
- +$609.8M (+6.7%) vs. Q3 2021
- New holders
- 157
- 317 more added
- Sold out
- 70
- 235 more reduced
18 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding SPDR Dow Jones Industrial Average ETF Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TrinityPoint Wealth, LLC | 732 | $266.0K | 0.05% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 734 | $267.0K | 0.09% | −690−48.5% | Reduced |
| Bryn Mawr Trust Co | 735 | $267.0K | 0.01% | 00.0% | Unchanged |
| Adviser Investments LLC | 737 | $268.0K | 0.02% | +1+0.1% | Added |
| Davis R M Inc | 737 | $268.0K | 0.01% | +25+3.5% | Added |
| Tradition Wealth Management, LLC | 740 | $269.0K | 0.03% | −249−25.2% | Reduced |
| Marshall Financial Group LLC | 742 | $270.0K | 0.10% | −25−3.3% | Reduced |
| Westwood Holdings Group Inc. | 744 | $270.0K | 0.00% | +744 | New |
| Integrity Financial Corp | 742 | $270.0K | 0.20% | +742 | New |
| Palisade Asset Management, LLC | 750 | $272.0K | 0.03% | 00.0% | Unchanged |
| Main Street Research LLC | 750 | $273.0K | 0.02% | −1−0.1% | Reduced |
| Freedman Financial Associates, Inc. | 756 | $275.0K | 0.19% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 759 | $276.0K | 0.03% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 763 | $277.0K | 0.00% | +113+17.4% | Added |
| Evergreen Wealth Solutions, LLC | 763 | $277.0K | 0.25% | +763 | New |
| Adamsbrown Wealth Consultants LLC | 764 | $278.0K | 0.25% | +764 | New |
| West Wealth Group, LLC | 772 | $280.0K | 0.11% | +772 | New |
| Pacitti Group Inc. | 774 | $281.0K | 0.18% | 00.0% | Unchanged |
| First Citizens Financial Corp | 775 | $282.0K | 0.21% | −12−1.5% | Reduced |
| First Interstate Bank | 775 | $282.0K | 0.03% | 00.0% | Unchanged |
| Farmers National Bank | 781 | $283.8K | 0.09% | −595−43.2% | Reduced |
| Fermata Advisors, LLC | 780 | $284.0K | 0.10% | −1−0.1% | Reduced |
| Prosperity Planning, Inc. | 782 | $284.0K | 0.14% | +12+1.6% | Added |
| Norris Financial Group, LLC | 784 | $284.8K | 0.17% | −56−6.7% | Reduced |
| Crewe Advisors LLC | 786 | $286.0K | 0.06% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 787 | $286.0K | 0.07% | +565+254.5% | Added |
| Evensky & Katz LLC | 789 | $287.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 789 | $287.0K | 0.02% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 790 | $287.0K | 0.13% | +790 | New |
| Calton & Associates, Inc. | 792 | $288.0K | 0.08% | −323−29.0% | Reduced |
| First Manhattan Co | 800 | $290.0K | 0.00% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 800 | $291.0K | 0.03% | 00.0% | Unchanged |
| Holderness Investments Co | 800 | $291.0K | 0.09% | +5+0.6% | Added |
| Sassicaia Capital Advisers LLC | 800 | $291.0K | 2.01% | +800 | New |
| RDA Financial Network | 805 | $292.0K | 0.12% | −17−2.1% | Reduced |
| Valley National Advisers Inc | 805 | $292.0K | 0.05% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 805 | $292.0K | 0.17% | 00.0% | Unchanged |
| Smithfield Trust Co | 805 | $292.0K | 0.02% | 00.0% | Unchanged |
| Warner Financial, Inc | 803 | $292.0K | 0.24% | +803 | New |
| Hall Capital Management Co Inc | 812 | $295.0K | 0.17% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 812 | $295.0K | 0.12% | +10+1.2% | Added |
| Blue Fin Capital, Inc. | 820 | $297.0K | 0.08% | −10−1.2% | Reduced |
| Inverness Counsel LLC | – | $298.0K | 0.01% | – | – |
| Colony Group LLC | 821 | $298.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 822 | $299.0K | 0.02% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 832 | $302.0K | 0.12% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 834 | $303.0K | 0.05% | −21−2.5% | Reduced |
| First National Bank of Omaha | 834 | $303.0K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 848 | $307.0K | 0.01% | −4−0.5% | Reduced |
| Financial Management Network Inc | 835 | $307.0K | 0.14% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 850 | $309.0K | 0.16% | −10−1.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 850 | $309.0K | 0.01% | +850 | New |
| Innova Wealth Partners | 853 | $310.0K | 0.22% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 855 | $311.0K | 0.04% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 859 | $312.0K | 0.08% | 00.0% | Unchanged |
| Strategic Wealth Partners Group LLC | 861 | $313.0K | 0.05% | +1+0.1% | Added |
| Flaharty Asset Management, LLC | 867 | $315.0K | 0.06% | −31−3.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 874 | $317.0K | 0.15% | +874 | New |
| MidWestOne Financial Group, Inc. | 886 | $322.0K | 0.07% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 885 | $322.0K | 0.27% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 893 | $324.0K | 0.05% | +893 | New |
| Mutual Advisors, LLC | 894 | $325.0K | 0.02% | −342−27.7% | Reduced |
| Keeley-Teton Advisors, LLC | 900 | $327.0K | 0.03% | −155−14.7% | Reduced |
| Unionview, LLC | 899 | $327.0K | 0.31% | +899 | New |
| Gray Wealth Management Inc. | 904 | $328.0K | 0.16% | +904 | New |
| Pacific Sun Financial Corp | 908 | $330.0K | 0.18% | 00.0% | Unchanged |
| Private Asset Management Inc | 910 | $331.0K | 0.04% | +1+0.1% | Added |
| Institutional & Family Asset Management, LLC | 913 | $332.0K | 0.05% | −89−8.9% | Reduced |
| F3Logic, LLC | 912 | $332.0K | 0.04% | +30+3.4% | Added |
| Winthrop Advisory Group LLC | 917 | $334.0K | 0.07% | −17,215−94.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 919 | $334.0K | 0.12% | +919 | New |
| W Advisors, LLC | 925 | $336.0K | 0.25% | +925 | New |
| Paragon Capital Management Inc | 927 | $336.8K | 0.29% | +927 | New |
| N.E.W. Advisory Services LLC | 931 | $338.0K | 0.05% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 930 | $338.0K | 0.03% | −43,368−97.9% | Reduced |
| Founders Capital Management | 939 | $341.0K | 0.22% | −22−2.3% | Reduced |
| First National Corp | 939 | $341.0K | 0.08% | +48+5.4% | Added |
| CBIZ Investment Advisory Services, LLC | 942 | $343.0K | 0.03% | – | – |
| Greenwich Investment Management, Inc. | 950 | $345.0K | 0.23% | +950 | New |
| Tiemann Investment Advisors, LLC | 950 | $345.0K | 0.15% | +950 | New |
| First United Bank Trust | 951 | $346.0K | 0.13% | −50−5.0% | Reduced |
| Sierra Capital LLC | 955 | $347.0K | 0.05% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 959 | $347.0K | 0.24% | +959 | New |
| Prio Wealth Limited Partnership | 970 | $352.0K | 0.01% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 968 | $352.0K | 0.05% | +113+13.2% | Added |
| Retirement Income Solutions, Inc | 968 | $352.0K | 0.09% | +968 | New |
| Laird Norton Trust Company, LLC | 977 | $354.0K | 0.03% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 976 | $355.0K | 0.12% | +6+0.6% | Added |
| Greenleaf Trust | 983 | $357.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 986 | $358.0K | 0.06% | +86+9.6% | Added |
| Aspiriant, LLC | 988 | $359.0K | 0.02% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,000 | $363.0K | 0.08% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 1,000 | $363.0K | 0.10% | 00.0% | Unchanged |
| Windham Capital Management, LLC | 999 | $363.0K | 0.07% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 1,000 | $363.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspective Advisors, LLC | 1,000 | $363.0K | 0.11% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,000 | $363.0K | 0.01% | +1,000 | New |
| Marks Group Wealth Management, Inc | 1,001 | $364.0K | 0.04% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,100 | $365.0K | 0.23% | −18−1.6% | Reduced |
| Sunflower Bank, N.A. | 1,005 | $365.0K | 0.05% | 00.0% | Unchanged |