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, Q1 2023
Institutional positions in SPDR Dow Jones Industrial Average ETF Trust as of Mar 31, 2023. 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
- 1,000
- +1 vs. Q4 2022
- Shares held
- 26.4M
- −2.82M (−9.7%) vs. Q4 2022
- Total value
- $8.79B
- −$809.1M (−8.4%) vs. Q4 2022
- New holders
- 83
- 296 more added
- Sold out
- 82
- 358 more reduced
23 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding SPDR Dow Jones Industrial Average ETF Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 245 | $81.7K | 0.01% | +245 | New |
| Pinnacle Bancorp, Inc. | 250 | $83.2K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 250 | $83.2K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 250 | $83.2K | 0.04% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 260 | $86.5K | 0.06% | 00.0% | Unchanged |
| City Holding Co | 265 | $88.1K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 266 | $88.6K | 0.01% | +50+23.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 270 | $90.0K | 0.06% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 272 | $90.5K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 280 | $93.0K | 0.01% | +280 | New |
| Activest Wealth Management | 290 | $95.3K | 0.06% | −15,862−98.2% | Reduced |
| Compagnie Lombard Odier SCmA | 300 | $99.8K | 0.00% | −194−39.3% | Reduced |
| Sittner & Nelson, LLC | 300 | $99.8K | 0.06% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 300 | $99.8K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 300 | $100.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 302 | $100.5K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 310 | $103.1K | 0.02% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 320 | $106.6K | 0.15% | +1+0.3% | Added |
| Plante Moran Financial Advisors, LLC | 322 | $107.1K | 0.01% | +100+45.0% | Added |
| Stephens Consulting, LLC | 324 | $107.6K | 0.06% | +1+0.3% | Added |
| Private Ocean, LLC | 324 | $107.8K | 0.01% | +1+0.3% | Added |
| Tradition Wealth Management, LLC | 325 | $108.0K | 0.01% | +9+2.8% | Added |
| Ameritas Investment Partners, Inc. | 334 | $111.2K | 0.00% | +140+72.2% | Added |
| Edmond de Rothschild Holding S.A. | 336 | $111.8K | 0.00% | +25+8.0% | Added |
| Trust Co | 337 | $112.1K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 343 | $114.1K | 0.10% | +343 | New |
| WealthPLAN Partners, LLC | 350 | $116.5K | 0.01% | +350 | New |
| SRS Capital Advisors, Inc. | 364 | $121.0K | 0.02% | +2+0.6% | Added |
| Lindbrook Capital, LLC | 367 | $121.9K | 0.01% | −1,499−80.3% | Reduced |
| CoreFirst Bank & Trust | 370 | $123.1K | 0.09% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 380 | $126.0K | 0.05% | +6+1.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 384 | $127.8K | 0.06% | +2+0.5% | Added |
| Trifecta Capital Advisors, LLC | 417 | $138.7K | 0.05% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 464 | $153.7K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 481 | $160.1K | 0.01% | +87+22.1% | Added |
| Insight Financial Services | 491 | $163.3K | 0.67% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 494 | $164.3K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 517 | $172.0K | 0.00% | +142+37.9% | Added |
| Boyd Watterson Asset Management LLC | 533 | $177.3K | 0.07% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 544 | $180.9K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 549 | $182.6K | 0.04% | +1+0.2% | Added |
| Citizens National Bank Trust Department | 565 | $187.9K | 0.05% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 600 | $195.0K | 0.08% | −596−49.8% | Reduced |
| Grey Fox Wealth Advisors, LLC | 586 | $195.4K | 0.12% | 00.0% | Unchanged |
| Colonial Trust Co | 590 | $196.2K | 0.05% | 00.0% | Unchanged |
| BlackRock Inc. | 590 | $196.3K | 0.00% | −123−17.3% | Reduced |
| Gibson Capital, LLC | 600 | $199.6K | 0.05% | +600 | New |
| Bartlett & Co. LLC | 600 | $200.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 600 | $200.1K | 0.00% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 600 | $200.1K | 0.04% | +600 | New |
| Powell Investment Advisors, LLC | 600 | $200.1K | 0.11% | +600 | New |
| North Star Investment Management Corp. | 605 | $201.2K | 0.02% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 606 | $202.0K | 0.01% | −467−43.5% | Reduced |
| Formidable Asset Management, LLC | 601 | $202.0K | 0.04% | +601 | New |
| Kayne Anderson Rudnick Investment Management LLC | 610 | $202.9K | 0.00% | −40−6.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 609 | $203.1K | 0.02% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 611 | $203.2K | 0.07% | +3+0.5% | Added |
| First Personal Financial Services | 615 | $204.5K | 0.05% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 611 | $204.9K | 0.21% | +611 | New |
| Clearstead Advisors, LLC | 618 | $205.6K | 0.01% | +195+46.1% | Added |
| Rockbridge Investment Management, LCC | 622 | $206.9K | 0.04% | 00.0% | Unchanged |
| Executive Wealth Group LLC | 623 | $207.2K | 0.15% | +3+0.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 625 | $207.9K | 0.02% | −1,044−62.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 626 | $208.2K | 0.10% | +1+0.2% | Added |
| First United Bank Trust | 626 | $208.2K | 0.10% | −100−13.8% | Reduced |
| Diversified Trust Co | 629 | $209.2K | 0.01% | −101−13.8% | Reduced |
| First Foundation Advisors | 629 | $209.2K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 632 | $210.1K | 0.01% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 625 | $210.4K | 0.02% | +625 | New |
| LVZ Advisors, Inc. | 633 | $210.5K | 0.03% | +1+0.2% | Added |
| Marmo Financial Group, LLC | 633 | $210.5K | 0.20% | +633 | New |
| Levy Wealth Management Group, LLC | 639 | $212.5K | 0.07% | 00.0% | Unchanged |
| SFMG, LLC | 645 | $214.5K | 0.02% | +645 | New |
| Aviance Capital Partners, LLC | 646 | $214.9K | 0.05% | +646 | New |
| Marshall Financial Group LLC | 650 | $216.2K | 0.08% | −70−9.7% | Reduced |
| Zevenbergen Capital Investments LLC | 650 | $216.2K | 0.01% | 00.0% | Unchanged |
| Argent Trust Co | 652 | $216.9K | 0.01% | +652 | New |
| Ellis Investment Partners, LLC | 658 | $218.9K | 0.06% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 666 | $221.4K | 0.04% | −106−13.7% | Reduced |
| Liberty Wealth Management LLC | 667 | $221.9K | 0.05% | +667 | New |
| Boston Research & Management Inc | 670 | $222.0K | 0.07% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 674 | $224.2K | 0.01% | 00.0% | Unchanged |
| Ellerson Group Inc | 675 | $224.5K | 0.24% | −65−8.8% | Reduced |
| Valmark Advisers, Inc. | 678 | $225.7K | 0.00% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 680 | $226.2K | 0.05% | −75−9.9% | Reduced |
| Y.D. More Investments Ltd | 685 | $227.8K | 0.06% | −4,400−86.5% | Reduced |
| Rockland Trust Co | 686 | $228.2K | 0.01% | +686 | New |
| CFM Wealth Partners LLC | 687 | $228.5K | 0.06% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 694 | $230.8K | 0.01% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 695 | $231.2K | 0.09% | −59−7.8% | Reduced |
| Evensky & Katz LLC | 698 | $232.0K | 0.02% | +4+0.6% | Added |
| Cullinan Associates Inc | 700 | $232.8K | 0.01% | −11,300−94.2% | Reduced |
| Financial Advisors, LLC | 700 | $232.8K | 0.06% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 708 | $235.0K | 0.00% | 00.0% | Unchanged |
| Dohj, LLC | 710 | $236.2K | 0.12% | −8,056−91.9% | Reduced |
| Sage Financial Group Inc | 710 | $236.2K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 714 | $237.5K | 0.01% | −35−4.7% | Reduced |
| High Note Wealth, LLC | 715 | $237.8K | 0.10% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 718 | $238.8K | 0.02% | +33+4.8% | Added |
| Eudaimonia Partners, LLC | 718 | $238.8K | 0.06% | −17−2.3% | Reduced |