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; 1,458 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 | 1,458 | $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 |
|---|---|---|---|---|---|
| Eudaimonia Partners, LLC | 718 | $238.8K | 0.06% | −17−2.3% | Reduced |
| Wealthsource Partners, LLC | 718 | $238.8K | 0.02% | +33+4.8% | Added |
| High Note Wealth, LLC | 715 | $237.8K | 0.10% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 714 | $237.5K | 0.01% | −35−4.7% | Reduced |
| Sage Financial Group Inc | 710 | $236.2K | 0.03% | 00.0% | Unchanged |
| Dohj, LLC | 710 | $236.2K | 0.12% | −8,056−91.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 708 | $235.0K | 0.00% | 00.0% | Unchanged |
| Cullinan Associates Inc | 700 | $232.8K | 0.01% | −11,300−94.2% | Reduced |
| Financial Advisors, LLC | 700 | $232.8K | 0.06% | 00.0% | Unchanged |
| Evensky & Katz LLC | 698 | $232.0K | 0.02% | +4+0.6% | Added |
| Southland Equity Partners LLC | 695 | $231.2K | 0.09% | −59−7.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 694 | $230.8K | 0.01% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 687 | $228.5K | 0.06% | 00.0% | Unchanged |
| Rockland Trust Co | 686 | $228.2K | 0.01% | +686 | New |
| Y.D. More Investments Ltd | 685 | $227.8K | 0.06% | −4,400−86.5% | Reduced |
| Bridgecreek Investment Management, LLC | 680 | $226.2K | 0.05% | −75−9.9% | Reduced |
| Valmark Advisers, Inc. | 678 | $225.7K | 0.00% | 00.0% | Unchanged |
| Ellerson Group Inc | 675 | $224.5K | 0.24% | −65−8.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 674 | $224.2K | 0.01% | 00.0% | Unchanged |
| Boston Research & Management Inc | 670 | $222.0K | 0.07% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 667 | $221.9K | 0.05% | +667 | New |
| Institutional & Family Asset Management, LLC | 666 | $221.4K | 0.04% | −106−13.7% | Reduced |
| Ellis Investment Partners, LLC | 658 | $218.9K | 0.06% | 00.0% | Unchanged |
| Argent Trust Co | 652 | $216.9K | 0.01% | +652 | 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 |
| Aviance Capital Partners, LLC | 646 | $214.9K | 0.05% | +646 | New |
| SFMG, LLC | 645 | $214.5K | 0.02% | +645 | New |
| Levy Wealth Management Group, LLC | 639 | $212.5K | 0.07% | 00.0% | Unchanged |
| Marmo Financial Group, LLC | 633 | $210.5K | 0.20% | +633 | New |
| LVZ Advisors, Inc. | 633 | $210.5K | 0.03% | +1+0.2% | Added |
| Guardian Capital Advisors LP | 625 | $210.4K | 0.02% | +625 | New |
| Modera Wealth Management, LLC | 632 | $210.1K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 629 | $209.2K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 629 | $209.2K | 0.01% | −101−13.8% | Reduced |
| First United Bank Trust | 626 | $208.2K | 0.10% | −100−13.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 626 | $208.2K | 0.10% | +1+0.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 625 | $207.9K | 0.02% | −1,044−62.6% | Reduced |
| Executive Wealth Group LLC | 623 | $207.2K | 0.15% | +3+0.5% | Added |
| Rockbridge Investment Management, LCC | 622 | $206.9K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 618 | $205.6K | 0.01% | +195+46.1% | Added |
| BlackDiamond Wealth Management Inc. | 611 | $204.9K | 0.21% | +611 | New |
| First Personal Financial Services | 615 | $204.5K | 0.05% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 611 | $203.2K | 0.07% | +3+0.5% | Added |
| BOK Financial Private Wealth, Inc. | 609 | $203.1K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 610 | $202.9K | 0.00% | −40−6.2% | Reduced |
| 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 |
| North Star Investment Management Corp. | 605 | $201.2K | 0.02% | 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 |
| Bartlett & Co. LLC | 600 | $200.0K | 0.00% | 00.0% | Unchanged |
| Gibson Capital, LLC | 600 | $199.6K | 0.05% | +600 | New |
| BlackRock Inc. | 590 | $196.3K | 0.00% | −123−17.3% | Reduced |
| Colonial Trust Co | 590 | $196.2K | 0.05% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 586 | $195.4K | 0.12% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 600 | $195.0K | 0.08% | −596−49.8% | Reduced |
| Citizens National Bank Trust Department | 565 | $187.9K | 0.05% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 549 | $182.6K | 0.04% | +1+0.2% | Added |
| Oakworth Capital, Inc. | 544 | $180.9K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 533 | $177.3K | 0.07% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 517 | $172.0K | 0.00% | +142+37.9% | Added |
| Zions Bancorporation, N.A. | 494 | $164.3K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 491 | $163.3K | 0.67% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 481 | $160.1K | 0.01% | +87+22.1% | Added |
| FinTrust Capital Advisors, LLC | 464 | $153.7K | 0.04% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 417 | $138.7K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 384 | $127.8K | 0.06% | +2+0.5% | Added |
| Winch Advisory Services, LLC | 380 | $126.0K | 0.05% | +6+1.6% | Added |
| CoreFirst Bank & Trust | 370 | $123.1K | 0.09% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 367 | $121.9K | 0.01% | −1,499−80.3% | Reduced |
| SRS Capital Advisors, Inc. | 364 | $121.0K | 0.02% | +2+0.6% | Added |
| WealthPLAN Partners, LLC | 350 | $116.5K | 0.01% | +350 | New |
| ZRC Wealth Management, LLC | 343 | $114.1K | 0.10% | +343 | New |
| Trust Co | 337 | $112.1K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 336 | $111.8K | 0.00% | +25+8.0% | Added |
| Ameritas Investment Partners, Inc. | 334 | $111.2K | 0.00% | +140+72.2% | Added |
| Tradition Wealth Management, LLC | 325 | $108.0K | 0.01% | +9+2.8% | Added |
| Private Ocean, LLC | 324 | $107.8K | 0.01% | +1+0.3% | Added |
| Stephens Consulting, LLC | 324 | $107.6K | 0.06% | +1+0.3% | Added |
| Plante Moran Financial Advisors, LLC | 322 | $107.1K | 0.01% | +100+45.0% | Added |
| Johnson Midwest Financial, LLC | 320 | $106.6K | 0.15% | +1+0.3% | Added |
| Column Capital Advisors, LLC | 310 | $103.1K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 302 | $100.5K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 300 | $100.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 300 | $99.8K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 300 | $99.8K | 0.00% | −194−39.3% | Reduced |
| Sittner & Nelson, LLC | 300 | $99.8K | 0.06% | 00.0% | Unchanged |
| Activest Wealth Management | 290 | $95.3K | 0.06% | −15,862−98.2% | Reduced |
| GeoWealth Management, LLC | 280 | $93.0K | 0.01% | +280 | New |
| Center for Financial Planning, Inc. | 272 | $90.5K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 270 | $90.0K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 266 | $88.6K | 0.01% | +50+23.1% | Added |
| City Holding Co | 265 | $88.1K | 0.02% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 260 | $86.5K | 0.06% | 00.0% | Unchanged |
| Abound Wealth Management | 250 | $83.2K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 250 | $83.2K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 250 | $83.2K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 245 | $81.7K | 0.01% | +245 | New |