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 |
|---|---|---|---|---|---|
| Donald L. Hagan, LLC | 1,407 | $511.0K | 0.26% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 1,471 | $515.0K | 0.20% | +9+0.6% | Added |
| Jacobi Capital Management LLC | 1,428 | $519.0K | 0.06% | +329+29.9% | Added |
| TCTC Holdings, LLC | 1,440 | $523.0K | 0.02% | 00.0% | Unchanged |
| Comerica Securities,inc. | 1,436 | $523.0K | 0.03% | +6+0.4% | Added |
| Nottingham Advisors, Inc. | 1,449 | $526.0K | 0.06% | +88+6.5% | Added |
| Johnson Financial Group, Inc. | 1,450 | $527.0K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment Corp | 1,452 | $528.0K | 0.04% | 00.0% | Unchanged |
| Meritage Portfolio Management | 1,455 | $529.0K | 0.03% | −480−24.8% | Reduced |
| First Citizens Bank & Trust Co | 1,455 | $529.0K | 0.02% | +559+62.4% | Added |
| Executive Wealth Management, LLC | 1,465 | $532.0K | 0.05% | −5−0.3% | Reduced |
| Savant Capital, LLC | 1,465 | $532.0K | 0.02% | 00.0% | Unchanged |
| McAdam, LLC | 1,470 | $534.0K | 0.05% | −1−0.1% | Reduced |
| Pacific Center for Financial Services | 1,472 | $535.0K | 0.22% | −257−14.9% | Reduced |
| Burney Co | 1,474 | $535.0K | 0.02% | +6+0.4% | Added |
| Altfest L J & Co Inc | 1,474 | $535.0K | 0.10% | +1,474 | New |
| WJ Wealth Management, LLC | 1,493 | $539.0K | 0.32% | −13,900−90.3% | Reduced |
| Weaver Consulting Group | 1,484 | $539.0K | 0.26% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 1,508 | $547.7K | 0.20% | +296+24.4% | Added |
| Maryland Capital Management | 1,507 | $548.0K | 0.03% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 1,540 | $560.0K | 0.12% | −1,598−50.9% | Reduced |
| Perigon Wealth Management, LLC | 1,544 | $561.0K | 0.04% | +200+14.9% | Added |
| D.B. Root & Company, LLC | 1,550 | $563.0K | 0.20% | +70+4.7% | Added |
| Strategic Asset Management, LLC | 1,556 | $565.0K | 0.79% | −559−26.4% | Reduced |
| Orrstown Financial Services Inc | 1,558 | $565.0K | 0.86% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 1,559 | $566.0K | 0.25% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,563 | $568.0K | 0.19% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,565 | $570.0K | 0.00% | +30+2.0% | Added |
| Howard Wealth Management, LLC | 1,575 | $572.0K | 0.30% | −10−0.6% | Reduced |
| Court Place Advisors, LLC | 1,576 | $572.0K | 0.16% | 00.0% | Unchanged |
| Rodgers & Associates, LTD | 1,583 | $575.0K | 0.09% | 00.0% | Unchanged |
| JT Stratford LLC | 1,584 | $575.0K | 0.16% | +344+27.7% | Added |
| Jefferies Group LLC | 1,587 | $576.5K | 0.01% | −57,534−97.3% | Reduced |
| Sheets Smith Wealth Management | 1,600 | $581.0K | 0.07% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 1,603 | $582.0K | 0.15% | +69+4.5% | Added |
| SeaCrest Wealth Management, LLC | 1,608 | $584.0K | 0.06% | −1−0.1% | Reduced |
| TNF LLC | 1,634 | $587.0K | 0.25% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 1,670 | $589.0K | 0.12% | −157−8.6% | Reduced |
| Diversified, LLC | 1,621 | $589.0K | 0.25% | −131−7.5% | Reduced |
| Eagle Rock Investment Company, LLC | 1,627 | $591.0K | 0.11% | +1,627 | New |
| Personal Capital Advisors Corp | 1,629 | $592.0K | 0.00% | +584+55.9% | Added |
| Capital Investment Advisors, LLC | 1,651 | $600.0K | 0.02% | −29−1.7% | Reduced |
| Quantum Private Wealth, LLC | 1,652 | $600.0K | 0.23% | +1,652 | New |
| Albion Financial Group | 1,667 | $606.0K | 0.05% | −86−4.9% | Reduced |
| Laidlaw Wealth Management LLC | 1,679 | $610.0K | 0.10% | −99−5.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,004 | $613.0K | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 1,762 | $640.0K | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,760 | $640.0K | 0.00% | +999+131.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,764 | $641.0K | 0.14% | −22−1.2% | Reduced |
| Gsa Capital Partners LLP | 1,768 | $642.0K | 0.08% | −2,165−55.0% | Reduced |
| 180 Wealth Advisors, LLC | 1,880 | $644.0K | 0.14% | −3−0.2% | Reduced |
| Vigilant Capital Management, LLC | 1,775 | $645.0K | 0.05% | −60−3.3% | Reduced |
| Selective Wealth Management, Inc. | 1,775 | $645.0K | 0.26% | +1,675+1,675.0% | Added |
| LeJeune Puetz Investment Counsel LLC | 1,790 | $650.0K | 0.22% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,796 | $652.7K | 0.32% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,800 | $653.0K | 0.00% | +1,800 | New |
| Parsec Financial Management, Inc. | 1,828 | $664.0K | 0.03% | +2+0.1% | Added |
| Consolidated Capital Management, LLC | 1,828 | $664.0K | 0.29% | −20−1.1% | Reduced |
| Cim, LLC | 1,940 | $665.0K | 0.12% | 00.0% | Unchanged |
| Telemus Capital, LLC | 1,830 | $665.0K | 0.05% | 00.0% | Unchanged |
| Fiduciary Group LLC | 1,836 | $667.0K | 0.07% | −40−2.1% | Reduced |
| Titus Wealth Management | 1,839 | $668.0K | 0.30% | +905+96.9% | Added |
| Axxcess Wealth Management, LLC | 1,840 | $669.0K | 0.05% | +1,840 | New |
| Doyle Wealth Management | 1,848 | $671.0K | 0.05% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,860 | $676.0K | 0.10% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 1,864 | $677.0K | 0.32% | −65−3.4% | Reduced |
| Sax Wealth Advisors, LLC | 1,863 | $677.0K | 0.14% | +1+0.1% | Added |
| Claro Advisors LLC | 1,864 | $677.0K | 0.24% | +30+1.6% | Added |
| Aurora Private Wealth, Inc. | 1,876 | $682.0K | 0.30% | −529−22.0% | Reduced |
| Ballentine Partners, LLC | 1,877 | $682.0K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,889 | $686.4K | 0.06% | +672+55.2% | Added |
| Lehman & Derafelo Financial Resources LLC | 1,890 | $687.0K | 0.21% | 00.0% | Unchanged |
| Archetype Wealth Partners | 1,890 | $687.0K | 0.21% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,900 | $690.0K | 0.02% | +283+17.5% | Added |
| Mattern Wealth Management LLC | 1,905 | $692.0K | 0.20% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 1,908 | $693.0K | 0.14% | 00.0% | Unchanged |
| WBH Advisory Inc | 1,909 | $694.0K | 0.08% | +2+0.1% | Added |
| Robertson Stephens Wealth Management, LLC | 1,909 | $694.0K | 0.06% | +9+0.5% | Added |
| Intersect Capital LLC | 1,917 | $697.0K | 0.13% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 1,923 | $699.0K | 0.47% | +1,923 | New |
| United Bank | 1,944 | $706.0K | 0.09% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,949 | $708.0K | 0.02% | −1−0.1% | Reduced |
| Evercore Wealth Management, LLC | 1,957 | $711.0K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 1,964 | $713.0K | 0.00% | −4−0.2% | Reduced |
| Beacon Pointe Advisors, LLC | 1,965 | $714.0K | 0.02% | −3,061−60.9% | Reduced |
| True North Advisors, LLC | 1,975 | $717.0K | 0.12% | +9+0.5% | Added |
| First Financial Corp | 1,984 | $721.0K | 0.44% | −230−10.4% | Reduced |
| Strategies Wealth Advisors, LLC | 1,985 | $721.2K | 0.20% | +1,985 | New |
| We Are One Seven, LLC | 2,028 | $737.0K | 0.08% | +605+42.5% | Added |
| Peapack Gladstone Financial Corp | 2,031 | $738.0K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,030 | $738.0K | 0.04% | +98+5.1% | Added |
| Stevard, LLC | 2,049 | $744.0K | 0.53% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 2,049 | $744.0K | 0.61% | +2,049 | New |
| Point72 Hong Kong Ltd | 2,068 | $751.0K | 0.06% | +2,068 | New |
| XR Securities LLC | 2,069 | $752.0K | 0.09% | +889+75.3% | Added |
| American Investment Services, Inc. | 2,088 | $759.0K | 0.17% | +7+0.3% | Added |
| Wintrust Investments LLC | 2,109 | $766.0K | 0.07% | +2,109 | New |
| Fagan Associates, Inc. | 2,110 | $767.0K | 0.15% | −45−2.1% | Reduced |
| Dowling & Yahnke LLC | 2,122 | $771.0K | 0.04% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 2,137 | $776.0K | 0.13% | +28+1.3% | Added |