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, Q2 2023
Institutional positions in SPDR Dow Jones Industrial Average ETF Trust as of Jun 30, 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
- 1,033
- +43 vs. Q1 2023
- Shares held
- 28.7M
- +2.43M (+9.2%) vs. Q1 2023
- Total value
- $9.86B
- +$1.10B (+12.5%) vs. Q1 2023
- New holders
- 96
- 319 more added
- Sold out
- 53
- 336 more reduced
10 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding SPDR Dow Jones Industrial Average ETF Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CFM Wealth Partners LLC | 687 | $236.2K | 0.06% | 00.0% | Unchanged |
| ShankerValleau Wealth Advisors, Inc. | 690 | $237.3K | 0.13% | +690 | New |
| Southland Equity Partners LLC | 695 | $239.0K | 0.08% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 696 | $239.3K | 0.00% | +696 | New |
| Evensky & Katz LLC | 701 | $241.0K | 0.02% | +3+0.4% | Added |
| Parallel Advisors, LLC | 707 | $243.3K | 0.01% | +226+47.0% | Added |
| Boston Research & Management Inc | 710 | $244.0K | 0.07% | +40+6.0% | Added |
| Sage Financial Group Inc | 710 | $244.1K | 0.03% | 00.0% | Unchanged |
| Old National Bancorp | 713 | $245.2K | 0.01% | −1,213−63.0% | Reduced |
| Waldron Private Wealth LLC | 714 | $245.5K | 0.01% | −13−1.8% | Reduced |
| Eudaimonia Partners, LLC | 714 | $245.5K | 0.06% | −4−0.6% | Reduced |
| Heritage Wealth Advisors | 714 | $245.5K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 715 | $245.9K | 0.10% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 715 | $245.9K | 0.17% | +715 | New |
| Deutsche Bank AG | 717 | $246.5K | 0.00% | −415−36.7% | Reduced |
| Avidian Wealth Solutions, LLC | 720 | $247.7K | 0.02% | −2,508−77.7% | Reduced |
| Garde Capital, Inc. | 720 | $248.0K | 0.02% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 732 | $251.7K | 0.14% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 732 | $251.7K | 0.10% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 735 | $252.7K | 0.10% | +2+0.3% | Added |
| Bryn Mawr Trust Co | 735 | $253.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 735 | $253.0K | 0.11% | 00.0% | Unchanged |
| Financial Management Network Inc | 736 | $253.3K | 0.09% | +3+0.4% | Added |
| ZWJ Investment Counsel Inc | 737 | $253.4K | 0.01% | −420−36.3% | Reduced |
| Focused Wealth Management, Inc | 740 | $254.4K | 0.05% | −1−0.1% | Reduced |
| AAFCPAs Wealth Management, LLC | 741 | $255.0K | 0.16% | −646−46.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 746 | $256.7K | 0.00% | +14+1.9% | Added |
| Donaldson Capital Management, LLC | 748 | $257.3K | 0.01% | +748 | New |
| Guardian Capital Advisors LP | 750 | $257.7K | 0.03% | +125+20.0% | Added |
| Palisade Asset Management, LLC | 750 | $257.9K | 0.03% | 00.0% | Unchanged |
| West Tower Group, LLC | 751 | $258.2K | 0.18% | +751 | New |
| Main Street Research LLC | 750 | $258.5K | 0.04% | 00.0% | Unchanged |
| HCR Wealth Advisors | 754 | $259.3K | 0.05% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 755 | $259.5K | 0.11% | −516−40.6% | Reduced |
| Aspiriant, LLC | 758 | $260.6K | 0.01% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 759 | $261.0K | 0.03% | 00.0% | Unchanged |
| Albion Financial Group | 769 | $264.4K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 774 | $266.2K | 0.03% | +39+5.3% | Added |
| Meeder Advisory Services, Inc. | 775 | $266.5K | 0.03% | 00.0% | Unchanged |
| First Citizens Financial Corp | 775 | $266.5K | 0.18% | +775 | New |
| Octavia Wealth Advisors, LLC | 778 | $268.2K | 0.05% | −19−2.4% | Reduced |
| XML Financial, LLC | 780 | $268.3K | 0.03% | +19+2.5% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 781 | $268.5K | 0.12% | +15+2.0% | Added |
| Tiedemann Advisors, LLC | 792 | $273.0K | 0.01% | −86−9.8% | Reduced |
| Blue Fin Capital, Inc. | 795 | $273.4K | 0.08% | 00.0% | Unchanged |
| Prosperity Planning, Inc. | 795 | $273.4K | 0.11% | +13+1.7% | Added |
| First Manhattan Co | 800 | $275.1K | 0.00% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 805 | $276.6K | 0.02% | −29−3.5% | Reduced |
| Tandem Capital Management Corp | 805 | $276.8K | 0.18% | 00.0% | Unchanged |
| Smithfield Trust Co | 805 | $277.0K | 0.02% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 810 | $278.5K | 0.01% | −10−1.2% | Reduced |
| Diversified Portfolios, Inc. | 815 | $280.2K | 0.06% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 817 | $280.9K | 0.14% | +817 | New |
| Psagot Value Holdings Ltd. / (Israel) | 830 | $283.0K | 0.14% | +230+38.3% | Added |
| Caliber Wealth Management, LLC | 829 | $285.2K | 0.19% | +4+0.5% | Added |
| Pacitti Group Inc. | 829 | $285.2K | 0.20% | 00.0% | Unchanged |
| Patten & Patten Inc | 831 | $285.7K | 0.02% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 832 | $286.2K | 0.19% | 00.0% | Unchanged |
| Apella Capital, LLC | 833 | $286.4K | 0.02% | +833 | New |
| First National Bank of Omaha | 834 | $286.8K | 0.02% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 834 | $286.8K | 0.17% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 837 | $288.5K | 0.00% | −137−14.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 838 | $288.6K | 0.03% | +61+7.9% | Added |
| Monterey Private Wealth, Inc. | 841 | $289.2K | 0.14% | +2+0.2% | Added |
| Levy Wealth Management Group, LLC | 850 | $292.3K | 0.09% | +211+33.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 851 | $292.6K | 0.01% | 00.0% | Unchanged |
| Hoylecohen, LLC | 853 | $293.3K | 0.03% | 00.0% | Unchanged |
| Granite FO LLC | 855 | $294.0K | 0.20% | 00.0% | Unchanged |
| Appleton Partners Inc | 858 | $295.0K | 0.02% | −25−2.8% | Reduced |
| Evermay Wealth Management LLC | 861 | $296.5K | 0.06% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 840 | $297.7K | 0.25% | +229+37.5% | Added |
| Pitti Group Wealth Management, LLC | 872 | $300.0K | 0.34% | −20−2.2% | Reduced |
| D. Scott Neal, Inc. | 883 | $303.6K | 0.23% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 885 | $304.3K | 0.21% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 886 | $304.7K | 0.07% | 00.0% | Unchanged |
| Meridian Management Co | 890 | $306.0K | 0.10% | 00.0% | Unchanged |
| Eagle Strategies LLC | 890 | $306.3K | 0.07% | +52+6.2% | Added |
| Clare Market Investments LLC | 892 | $306.6K | 0.11% | −231−20.6% | Reduced |
| Alesco Advisors LLC | 895 | $307.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 925 | $308.0K | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 897 | $308.4K | 0.02% | −50−5.3% | Reduced |
| AllSquare Wealth Management LLC | 936 | $309.4K | 0.20% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 900 | $309.5K | 0.04% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 900 | $309.5K | 0.00% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 903 | $310.5K | 0.01% | −54−5.6% | Reduced |
| Kozak & Associates, Inc. | 904 | $311.0K | 0.13% | +4+0.4% | Added |
| Stock Yards Bank & Trust Co | 909 | $312.6K | 0.01% | +125+15.9% | Added |
| Acorn Financial Advisory Services Inc | 910 | $312.8K | 0.06% | +1+0.1% | Added |
| Banque Cantonale Vaudoise | 911 | $313.0K | 0.01% | −18−1.9% | Reduced |
| Unionview, LLC | 913 | $313.9K | 0.29% | +5+0.6% | Added |
| Oxinas Partners Wealth Management LLC | 913 | $314.1K | 0.21% | −4,028−81.5% | Reduced |
| Pacific Sun Financial Corp | 946 | $314.7K | 0.21% | +946 | New |
| W Advisors, LLC | 925 | $318.1K | 0.25% | 00.0% | Unchanged |
| Diversified, LLC | 925 | $318.2K | 0.08% | −3−0.3% | Reduced |
| Strategic Wealth Partners Group LLC | 930 | $319.0K | 0.05% | +1+0.1% | Added |
| Cornerstone Advisory, LLC | 931 | $320.1K | 0.06% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 935 | $321.4K | 0.03% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 920 | $322.6K | 0.14% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 942 | $324.6K | 0.03% | 00.0% | Unchanged |
| Founders Capital Management | 947 | $325.6K | 0.24% | +57+6.4% | Added |