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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 894 | $325.0K | 0.02% | −342−27.7% | Reduced |
| Soltis Investment Advisors LLC | 893 | $324.0K | 0.05% | +893 | New |
| MidWestOne Financial Group, Inc. | 886 | $322.0K | 0.07% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 885 | $322.0K | 0.27% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 874 | $317.0K | 0.15% | +874 | New |
| Flaharty Asset Management, LLC | 867 | $315.0K | 0.06% | −31−3.5% | Reduced |
| Strategic Wealth Partners Group LLC | 861 | $313.0K | 0.05% | +1+0.1% | Added |
| Diversified Portfolios, Inc. | 859 | $312.0K | 0.08% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 855 | $311.0K | 0.04% | 00.0% | Unchanged |
| Innova Wealth Partners | 853 | $310.0K | 0.22% | 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 |
| 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 |
| 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 |
| Neumann Capital Management, LLC | 832 | $302.0K | 0.12% | 00.0% | Unchanged |
| Kings Point Capital Management | 822 | $299.0K | 0.02% | 00.0% | Unchanged |
| Inverness Counsel LLC | – | $298.0K | 0.01% | – | – |
| Colony Group LLC | 821 | $298.0K | 0.01% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 820 | $297.0K | 0.08% | −10−1.2% | Reduced |
| 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 |
| 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 |
| 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 |
| First Manhattan Co | 800 | $290.0K | 0.00% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 792 | $288.0K | 0.08% | −323−29.0% | Reduced |
| 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 |
| Crewe Advisors LLC | 786 | $286.0K | 0.06% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 787 | $286.0K | 0.07% | +565+254.5% | Added |
| Norris Financial Group, LLC | 784 | $284.8K | 0.17% | −56−6.7% | 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 |
| Farmers National Bank | 781 | $283.8K | 0.09% | −595−43.2% | Reduced |
| First Citizens Financial Corp | 775 | $282.0K | 0.21% | −12−1.5% | Reduced |
| First Interstate Bank | 775 | $282.0K | 0.03% | 00.0% | Unchanged |
| Pacitti Group Inc. | 774 | $281.0K | 0.18% | 00.0% | Unchanged |
| West Wealth Group, LLC | 772 | $280.0K | 0.11% | +772 | New |
| Adamsbrown Wealth Consultants LLC | 764 | $278.0K | 0.25% | +764 | New |
| 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 |
| Wealthcare Capital Management LLC | 759 | $276.0K | 0.03% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 756 | $275.0K | 0.19% | 00.0% | Unchanged |
| Main Street Research LLC | 750 | $273.0K | 0.02% | −1−0.1% | Reduced |
| Palisade Asset Management, LLC | 750 | $272.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Tradition Wealth Management, LLC | 740 | $269.0K | 0.03% | −249−25.2% | Reduced |
| 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 |
| 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 |
| Harel Insurance Investments & Financial Services Ltd. | 734 | $266.0K | 0.01% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 732 | $266.0K | 0.05% | 00.0% | Unchanged |
| BlackRock Inc. | 726 | $264.0K | 0.00% | −23−3.1% | Reduced |
| XML Financial, LLC | 724 | $263.0K | 0.03% | +29+4.2% | Added |
| Mystic Asset Management, Inc. | 725 | $263.0K | 0.12% | +725 | New |
| Waldron Private Wealth LLC | 723 | $262.0K | 0.01% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 719 | $261.2K | 0.17% | +719 | New |
| Cambridge Trust Co | 721 | $261.0K | 0.01% | 00.0% | Unchanged |
| One Capital Management, LLC | 716 | $260.0K | 0.02% | +716 | New |
| High Note Wealth, LLC | 715 | $259.0K | 0.09% | 00.0% | Unchanged |
| Toronto Dominion Bank | 710 | $258.0K | 0.00% | −29,073−97.6% | Reduced |
| Dohj, LLC | 710 | $258.0K | 0.12% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 710 | $258.0K | 0.01% | +710 | New |
| First National Bank Sioux Falls | 705 | $256.0K | 0.27% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 701 | $255.0K | 0.00% | −32−4.4% | Reduced |
| Capstone Financial Advisors, Inc. | 702 | $255.0K | 0.02% | 00.0% | Unchanged |
| TD Asset Management Inc | 700 | $254.0K | 0.00% | −1,500−68.2% | Reduced |
| Carlson Capital Management | 699 | $254.0K | 0.02% | +36+5.4% | Added |
| Trail Ridge Investment Advisors, LLC | 698 | $254.0K | 0.15% | +698 | New |
| Greenspring Advisors, LLC | 700 | $254.0K | 0.07% | +700 | New |
| Southland Equity Partners LLC | 697 | $253.2K | 0.10% | +697 | New |
| Monterey Private Wealth, Inc. | 696 | $253.0K | 0.13% | −42−5.7% | Reduced |
| IPG Investment Advisors LLC | 692 | $252.0K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 692 | $252.0K | 0.05% | +692 | New |
| Old National Bancorp | 691 | $251.0K | 0.01% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 687 | $251.0K | 0.06% | 00.0% | Unchanged |
| Hoylecohen, LLC | 683 | $248.0K | 0.02% | 00.0% | Unchanged |
| Destination Wealth Management | 682 | $248.0K | 0.01% | +682 | New |
| Appleton Partners Inc | 680 | $247.0K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 680 | $245.0K | 0.20% | −8−1.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 666 | $242.0K | 0.05% | −433−39.4% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 666 | $242.0K | 0.03% | −5−0.7% | Reduced |
| Wealthsource Partners, LLC | 665 | $242.0K | 0.02% | +665 | New |
| Bartlett & Co. Wealth Management LLC | 660 | $240.2K | 0.00% | +400+153.8% | Added |
| Bartlett & Co. LLC | 660 | $240.0K | 0.00% | +400+153.8% | Added |
| Bridgewater Advisors Inc. | 657 | $239.0K | 0.05% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 660 | $239.0K | 0.05% | +87+15.2% | Added |
| C2C Wealth Management, LLC | 657 | $239.0K | 0.03% | +657 | New |
| Liberty Wealth Management LLC | – | $238.0K | 0.09% | – | – |