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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 1,216 | $442.0K | 0.03% | +1,216 | New |
| Donaldson Capital Management, LLC | 1,196 | $434.0K | 0.02% | −6−0.5% | Reduced |
| Gables Capital Management Inc. | 1,195 | $434.0K | 0.26% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 1,190 | $432.0K | 0.12% | −294−19.8% | Reduced |
| Continuum Advisory, LLC | 1,189 | $432.0K | 0.10% | +231+24.1% | Added |
| Franklin Resources Inc | 1,186 | $431.0K | 0.00% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,185 | $431.0K | 0.10% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,176 | $427.0K | 0.04% | +205+21.1% | Added |
| Well Done, LLC | 1,173 | $426.0K | 0.09% | 00.0% | Unchanged |
| Patten & Patten Inc | 1,166 | $424.0K | 0.03% | −48−4.0% | Reduced |
| Tyler-Stone Wealth Management | 1,167 | $424.0K | 0.22% | +1,167 | New |
| IFP Advisors, Inc | 1,157 | $422.0K | 0.01% | −5,735−83.2% | Reduced |
| Verition Fund Management LLC | 1,161 | $422.0K | 0.01% | +1,161 | New |
| Domani Wealth, LLC | 1,158 | $421.0K | 0.08% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 1,156 | $420.0K | 0.23% | +29+2.6% | Added |
| Fortitude Advisory Group L.L.C. | 1,156 | $420.0K | 0.21% | +1,156 | New |
| Annapolis Financial Services, LLC | 1,150 | $418.0K | 0.13% | 00.0% | Unchanged |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1,147 | $417.0K | 0.07% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 1,145 | $416.0K | 0.06% | −25−2.1% | Reduced |
| Plancorp, LLC | 1,127 | $410.0K | 0.03% | +4+0.4% | Added |
| Wealthspan Partners, LLC | 1,128 | $410.0K | 0.36% | +1,128 | New |
| Warren Averett Asset Management, LLC | 1,177 | $409.0K | 0.04% | 00.0% | Unchanged |
| Soundwatch Capital LLC | 1,126 | $409.0K | 0.09% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 1,126 | $409.0K | 0.13% | +124+12.4% | Added |
| Zhang Financial LLC | 1,123 | $408.0K | 0.07% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,108 | $403.0K | 0.05% | +100+9.9% | Added |
| Hengehold Capital Management LLC | 1,107 | $402.0K | 0.05% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,100 | $400.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 1,098 | $399.0K | 0.36% | +1,098 | New |
| Abbrea Capital, LLC | 1,091 | $397.0K | 0.05% | +100+10.1% | Added |
| Clare Market Investments LLC | 1,091 | $396.4K | 0.11% | +318+41.1% | Added |
| Lebenthal Global Advisors, LLC | 1,085 | $394.0K | 0.16% | −15−1.4% | Reduced |
| Element Wealth, LLC | 1,081 | $393.0K | 0.30% | −50−4.4% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 1,080 | $392.0K | 0.09% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,080 | $392.0K | 0.03% | +163+17.8% | Added |
| Alpha Cubed Investments, LLC | 1,079 | $392.0K | 0.03% | +354+48.8% | Added |
| Waddell & Associates, LLC | 1,078 | $392.0K | 0.06% | +1,078 | New |
| Stonebridge Capital Advisors LLC | 1,076 | $391.0K | 0.04% | −279−20.6% | Reduced |
| WealthPLAN Partners, LLC | 1,113 | $391.0K | 0.03% | −28−2.5% | Reduced |
| Gofen & Glossberg LLC | 1,075 | $391.0K | 0.01% | +2+0.2% | Added |
| Pitti Group Wealth Management, LLC | 1,076 | $391.0K | 0.44% | +1,076 | New |
| Lionsbridge Wealth Management LLC | 1,076 | $390.0K | 0.42% | −9−0.8% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,054 | $383.0K | 0.11% | +3+0.3% | Added |
| Kaizen Financial Strategies | 1,051 | $382.0K | 0.29% | −54−4.9% | Reduced |
| Fayez Sarofim & Co | 1,050 | $381.0K | 0.00% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,045 | $380.0K | 0.01% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,042 | $379.0K | 0.06% | +1+0.1% | Added |
| Welch & Forbes LLC | 1,040 | $378.0K | 0.01% | −40−3.7% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,040 | $378.0K | 0.18% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,039 | $378.0K | 0.01% | +36+3.6% | Added |
| People's United Financial, Inc. | 1,036 | $377.0K | 0.01% | −4,422−81.0% | Reduced |
| Successful Portfolios LLC | 1,039 | $377.0K | 0.20% | 00.0% | Unchanged |
| Activest Wealth Management | 1,035 | $376.0K | 0.23% | −318−23.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,035 | $376.0K | 0.09% | +1,035 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,031 | $375.0K | 0.07% | −79−7.1% | Reduced |
| Carroll Financial Associates, Inc. | 1,034 | $375.0K | 0.02% | +1+0.1% | Added |
| High Net Worth Advisory Group LLC | 1,027 | $373.0K | 0.13% | +1,027 | New |
| Alterna Wealth Management, Inc | 1,025 | $372.0K | 0.31% | +1,025 | New |
| Carret Asset Management, LLC | 1,022 | $371.0K | 0.04% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 1,022 | $371.0K | 0.09% | +222+27.8% | Added |
| SkyOak Wealth, LLC | 1,018 | $370.0K | 0.09% | −100−8.9% | Reduced |
| 55I, LLC | 1,008 | $366.0K | 0.01% | −413−29.1% | Reduced |
| 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 |
| Marks Group Wealth Management, Inc | 1,001 | $364.0K | 0.04% | 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 |
| Aspiriant, LLC | 988 | $359.0K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 986 | $358.0K | 0.06% | +86+9.6% | Added |
| Greenleaf Trust | 983 | $357.0K | 0.00% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 976 | $355.0K | 0.12% | +6+0.6% | Added |
| Laird Norton Trust Company, LLC | 977 | $354.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Sierra Capital LLC | 955 | $347.0K | 0.05% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 959 | $347.0K | 0.24% | +959 | New |
| First United Bank Trust | 951 | $346.0K | 0.13% | −50−5.0% | Reduced |
| Greenwich Investment Management, Inc. | 950 | $345.0K | 0.23% | +950 | New |
| Tiemann Investment Advisors, LLC | 950 | $345.0K | 0.15% | +950 | New |
| CBIZ Investment Advisory Services, LLC | 942 | $343.0K | 0.03% | – | – |
| Founders Capital Management | 939 | $341.0K | 0.22% | −22−2.3% | Reduced |
| First National Corp | 939 | $341.0K | 0.08% | +48+5.4% | Added |
| 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 |
| Paragon Capital Management Inc | 927 | $336.8K | 0.29% | +927 | New |
| W Advisors, LLC | 925 | $336.0K | 0.25% | +925 | New |
| 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 |
| 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 |
| Private Asset Management Inc | 910 | $331.0K | 0.04% | +1+0.1% | Added |
| Pacific Sun Financial Corp | 908 | $330.0K | 0.18% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 904 | $328.0K | 0.16% | +904 | New |
| Keeley-Teton Advisors, LLC | 900 | $327.0K | 0.03% | −155−14.7% | Reduced |
| Unionview, LLC | 899 | $327.0K | 0.31% | +899 | New |