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 |
|---|---|---|---|---|---|
| Triumph Capital Management | 5,819 | $2.00M | 0.91% | −1,515−20.7% | Reduced |
| Beacon Pointe Advisors, LLC | 5,755 | $1.98M | 0.03% | −2,008−25.9% | Reduced |
| J. Goldman & Co LP | 5,721 | $1.97M | 0.11% | +5,721 | New |
| CWM, LLC | 5,721 | $1.97M | 0.01% | −767−11.8% | Reduced |
| Capital Advisors, Ltd. LLC | 5,720 | $1.97M | 0.29% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,657 | $1.95M | 0.10% | −244−4.1% | Reduced |
| Asset Allocation Strategies LLC | 5,650 | $1.94M | 0.92% | +4,149+276.4% | Added |
| Schonfeld Strategic Advisors LLC | 5,643 | $1.94M | 0.02% | +1,943+52.5% | Added |
| Asset Dedication, LLC | 5,610 | $1.93M | 0.16% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 5,512 | $1.90M | 0.11% | −36−0.6% | Reduced |
| LexAurum Advisors, LLC | 5,508 | $1.89M | 0.57% | −20.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,492 | $1.89M | 0.02% | −73−1.3% | Reduced |
| Greenup Street Wealth Management LLC | 5,484 | $1.89M | 0.52% | +5,484 | New |
| Intrepid Financial Planning Group LLC | 5,416 | $1.86M | 0.89% | +100+1.9% | Added |
| Keybank National Association | 5,353 | $1.84M | 0.01% | −323−5.7% | Reduced |
| Scotia Capital Inc. | 5,329 | $1.83M | 0.01% | −835−13.5% | Reduced |
| Advisor Resource Council | 5,304 | $1.82M | 1.06% | +1,337+33.7% | Added |
| Edge Capital Group, LLC | 5,259 | $1.81M | 0.10% | −73−1.4% | Reduced |
| Grimes & Company, Inc. | 5,236 | $1.80M | 0.06% | −109−2.0% | Reduced |
| South State Corp. | 5,210 | $1.79M | 0.16% | −20.0% | Reduced |
| Apexium Financial, LP | 5,139 | $1.77M | 0.16% | −780−13.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 5,116 | $1.76M | 0.66% | +86+1.7% | Added |
| KCM Investment Advisors LLC | 5,113 | $1.76M | 0.07% | −160−3.0% | Reduced |
| Verdence Capital Advisors LLC | 5,108 | $1.76M | 0.20% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 5,080 | $1.75M | 0.02% | −400−7.3% | Reduced |
| Peak Planning Group, LLC | 5,075 | $1.74M | 1.30% | −256−4.8% | Reduced |
| NWF Advisory Services Inc. | 5,041 | $1.73M | 0.40% | 00.0% | Unchanged |
| Change Path, LLC | 5,023 | $1.73M | 0.08% | +250+5.2% | Added |
| American State Bank (Iowa) | 4,992 | $1.72M | 1.20% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 4,991 | $1.72M | 0.20% | −226−4.3% | Reduced |
| Gray Wealth Management Inc. | 4,975 | $1.71M | 0.86% | +13+0.3% | Added |
| Vontobel Holding Ltd. | 4,958 | $1.70M | 0.01% | +250+5.3% | Added |
| Advisory Alpha, LLC | 4,934 | $1.70M | 0.09% | +52+1.1% | Added |
| Bayesian Capital Management, LP | 4,903 | $1.69M | 0.18% | +4,903 | New |
| Bradley Foster & Sargent Inc | 4,898 | $1.68M | 0.04% | +1,430+41.2% | Added |
| Balboa Wealth Partners | 4,880 | $1.68M | 0.59% | +1,873+62.3% | Added |
| Valley National Advisers Inc | 4,825 | $1.66M | 0.28% | −1,796−27.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 4,840 | $1.65M | 0.11% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,801 | $1.65M | 0.16% | −417−8.0% | Reduced |
| Solidarilty Wealth, LLC | 4,779 | $1.65M | 0.68% | −116−2.4% | Reduced |
| Austin Private Wealth, LLC | 4,747 | $1.63M | 0.24% | +4,747 | New |
| Essex Financial Services, Inc. | 4,672 | $1.61M | 0.18% | +299+6.8% | Added |
| Greenfield Savings Bank | 4,661 | $1.60M | 1.09% | +175+3.9% | Added |
| Evoke Wealth, LLC | 4,615 | $1.59M | 0.06% | −82−1.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,621 | $1.59M | 0.08% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,607 | $1.58M | 0.08% | −3,111−40.3% | Reduced |
| Ancora Advisors, LLC | 4,557 | $1.57M | 0.04% | −480−9.5% | Reduced |
| Monograph Wealth Advisors, LLC | 4,541 | $1.56M | 0.34% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 4,509 | $1.55M | 0.30% | +3,736+483.3% | Added |
| Dohj, LLC | 4,512 | $1.55M | 0.67% | +3,802+535.5% | Added |
| Patton Albertson Miller Group, LLC | 4,483 | $1.54M | 0.30% | −535−10.7% | Reduced |
| BKD Wealth Advisors, LLC | 4,477 | $1.54M | 0.05% | −184−3.9% | Reduced |
| WealthBridge Capital Management, LLC | 4,454 | $1.53M | 0.61% | +3+0.1% | Added |
| FSM Wealth Advisors, LLC | 4,469 | $1.53M | 0.77% | −1,381−23.6% | Reduced |
| Capital Investment Advisory Services, LLC | 4,430 | $1.52M | 0.15% | +10.0% | Added |
| Mission Wealth Management, LP | 4,421 | $1.52M | 0.06% | +60+1.4% | Added |
| Ieq Capital, LLC | 4,419 | $1.52M | 0.03% | +28+0.6% | Added |
| CAPROCK Group, Inc. | 4,405 | $1.52M | 0.11% | 00.0% | Unchanged |
| Bessemer Group Inc | 4,398 | $1.51M | 0.00% | −4−0.1% | Reduced |
| V Wealth Advisors LLC | 4,352 | $1.50M | 0.25% | +81+1.9% | Added |
| Quantinno Capital Management LP | 4,322 | $1.49M | 0.08% | −111−2.5% | Reduced |
| Cambridge Advisors Inc. | 4,295 | $1.48M | 0.38% | −12−0.3% | Reduced |
| Lakeview Capital Partners, LLC | 4,284 | $1.47M | 0.27% | +591+16.0% | Added |
| Epic Trust Investment Advisors, LLC | 4,263 | $1.47M | 2.08% | −1,953−31.4% | Reduced |
| Fifth Third Securities, Inc. | 4,260 | $1.46M | 0.16% | +271+6.8% | Added |
| Institute for Wealth Management, LLC. | 4,241 | $1.46M | 0.26% | +702+19.8% | Added |
| Lido Advisors, LLC | 4,205 | $1.45M | 0.02% | +487+13.1% | Added |
| Davenport & Co LLC | 4,188 | $1.44M | 0.01% | −710−14.5% | Reduced |
| Apriem Advisors | 4,150 | $1.43M | 0.21% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 4,114 | $1.41M | 0.92% | −134−3.2% | Reduced |
| Verus Capital Partners, LLC | 4,057 | $1.40M | 0.20% | −3−0.1% | Reduced |
| Fifth Third Bancorp | 4,042 | $1.39M | 0.01% | −145−3.5% | Reduced |
| NBT Bank N A | 4,037 | $1.39M | 0.20% | −11−0.3% | Reduced |
| Country Club Bank | 4,055 | $1.38M | 0.11% | 00.0% | Unchanged |
| Ashford Advisors, LLC | 4,000 | $1.38M | 0.41% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 3,927 | $1.35M | 0.37% | +20+0.5% | Added |
| Hall Private Wealth Advisors | 3,918 | $1.35M | 0.73% | +562+16.7% | Added |
| Community Trust & Investment Co | 3,900 | $1.34M | 0.11% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,898 | $1.34M | 0.01% | −694−15.1% | Reduced |
| Tocqueville Asset Management L.P. | 3,850 | $1.32M | 0.02% | −190−4.7% | Reduced |
| Quantbot Technologies LP | 3,828 | $1.32M | 0.09% | −3,874−50.3% | Reduced |
| Aull & Monroe Investment Management Corp | 3,815 | $1.31M | 0.66% | +150+4.1% | Added |
| Raab & Moskowitz Asset Management LLC | 3,798 | $1.31M | 0.45% | −108−2.8% | Reduced |
| PFG Advisors | 3,788 | $1.30M | 0.10% | −1,195−24.0% | Reduced |
| Morton Capital Management LLC | 3,771 | $1.30M | 0.44% | −100−2.6% | Reduced |
| BFT Financial Group, LLC | 3,760 | $1.29M | 0.15% | −7−0.2% | Reduced |
| Morningstar Investment Services LLC | 3,777 | $1.29M | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 3,743 | $1.29M | 0.16% | +89+2.4% | Added |
| Dynamic Advisor Solutions LLC | 3,723 | $1.28M | 0.07% | +742+24.9% | Added |
| Roundview Capital LLC | 3,703 | $1.27M | 0.12% | −23−0.6% | Reduced |
| Sharper & Granite LLC | 3,700 | $1.27M | 0.73% | −50−1.3% | Reduced |
| Connecticut Wealth Management, LLC | 3,690 | $1.27M | 0.09% | +2+0.1% | Added |
| Ashton Thomas Private Wealth, LLC | 3,687 | $1.27M | 0.10% | −21,842−85.6% | Reduced |
| Joel Isaacson & Co., LLC | 3,657 | $1.26M | 0.08% | +230+6.7% | Added |
| Csenge Advisory Group | 3,623 | $1.25M | 0.08% | +5+0.1% | Added |
| Lincoln National Corp | 3,604 | $1.24M | 0.02% | +900+33.3% | Added |
| Grandview Asset Management LLC | 3,578 | $1.23M | 1.20% | −36−1.0% | Reduced |
| Motco | 3,570 | $1.23M | 0.08% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,565 | $1.23M | 0.12% | +3,565 | New |
| Moody Lynn & Lieberson, LLC | 3,555 | $1.22M | 0.10% | 00.0% | Unchanged |