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, Q3 2023
Institutional positions in SPDR Dow Jones Industrial Average ETF Trust as of Sep 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
- 1,025
- +7 vs. Q2 2023
- Shares held
- 25.5M
- −3.08M (−10.8%) vs. Q2 2023
- Total value
- $8.56B
- −$1.26B (−12.8%) vs. Q2 2023
- New holders
- 72
- 343 more added
- Sold out
- 65
- 336 more reduced
15 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding SPDR Dow Jones Industrial Average ETF Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Flaharty Asset Management, LLC | 287 | $96.1K | 0.02% | +287 | New |
| Financial Management Professionals, Inc. | 300 | $100.0K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 300 | $100.5K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $100.5K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 302 | $101.2K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 303 | $101.6K | 0.01% | +149+96.8% | Added |
| Column Capital Advisors, LLC | 310 | $103.8K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 316 | $105.8K | 0.07% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 323 | $107.0K | 0.04% | +152+88.9% | Added |
| Plante Moran Financial Advisors, LLC | 322 | $107.9K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 323 | $108.2K | 0.09% | −20−5.8% | Reduced |
| Stephens Consulting, LLC | 325 | $108.9K | 0.04% | +1+0.3% | Added |
| Tradition Wealth Management, LLC | 326 | $109.0K | 0.01% | +1+0.3% | Added |
| MCF Advisors LLC | 328 | $109.9K | 0.01% | +328 | New |
| Trust Co | 337 | $112.9K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 355 | $118.9K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 362 | $121.3K | 0.06% | −389−51.8% | Reduced |
| Tyler-Stone Wealth Management | 365 | $122.0K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 367 | $123.0K | 0.02% | +1+0.3% | Added |
| CoreFirst Bank & Trust | 370 | $123.9K | 0.09% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 373 | $124.9K | 0.03% | +101+37.1% | Added |
| Winch Advisory Services, LLC | 383 | $128.0K | 0.05% | +2+0.5% | Added |
| BOK Financial Private Wealth, Inc. | 386 | $129.6K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 388 | $130.0K | 0.06% | +2+0.5% | Added |
| Edmond de Rothschild Holding S.A. | 399 | $133.6K | 0.00% | +70+21.3% | Added |
| Trifecta Capital Advisors, LLC | 417 | $139.7K | 0.04% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 421 | $141.0K | 0.07% | +421 | New |
| Creative Financial Designs Inc | 438 | $146.6K | 0.02% | +90+25.9% | Added |
| BlackRock Inc. | 450 | $150.7K | 0.00% | −1−0.2% | Reduced |
| Insight Financial Services | 491 | $164.5K | 0.31% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 493 | $165.1K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 500 | $167.5K | 0.14% | −730−59.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 522 | $175.0K | 0.00% | +18+3.6% | Added |
| 1832 Asset Management L.P. | 525 | $175.8K | 0.00% | +150+40.0% | Added |
| Boyd Watterson Asset Management LLC | 533 | $178.5K | 0.08% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 544 | $182.2K | 0.02% | −45−7.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 549 | $183.9K | 0.04% | −7−1.3% | Reduced |
| Activest Wealth Management | 557 | $186.6K | 0.11% | +101+22.1% | Added |
| Citizens National Bank Trust Department | 565 | $189.2K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Co | 590 | $197.6K | 0.05% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 597 | $200.0K | 0.05% | 00.0% | Unchanged |
| Gibson Capital, LLC | 600 | $201.0K | 0.05% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 600 | $201.0K | 0.09% | +285+90.5% | Added |
| Biltmore Family Office, LLC | 600 | $201.5K | 0.05% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 600 | $201.5K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 602 | $201.6K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 600 | $202.0K | 0.00% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 605 | $202.5K | 0.01% | −115−16.0% | Reduced |
| North Star Investment Management Corp. | 605 | $202.6K | 0.02% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 605 | $202.6K | 0.23% | +3+0.5% | Added |
| Aldebaran Financial Inc. | 606 | $203.0K | 0.33% | +606 | New |
| Signature Estate & Investment Advisors LLC | 606 | $203.0K | 0.01% | −7−1.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 610 | $204.3K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 611 | $204.6K | 0.10% | −15−2.4% | Reduced |
| FinTrust Capital Advisors, LLC | 614 | $205.7K | 0.05% | +150+32.3% | Added |
| First Personal Financial Services | 615 | $205.9K | 0.05% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 617 | $206.6K | 0.06% | +3+0.5% | Added |
| MWA Asset Management | 621 | $208.0K | 0.20% | +621 | New |
| Aurora Private Wealth, Inc. | 623 | $209.0K | 0.23% | −5−0.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 626 | $209.6K | 0.12% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 626 | $209.7K | 0.06% | −169−21.3% | Reduced |
| Dunhill Financial, LLC | 622 | $210.1K | 0.13% | +246+65.4% | Added |
| First Foundation Advisors | 629 | $210.7K | 0.01% | 00.0% | Unchanged |
| Executive Wealth Group LLC | 629 | $210.7K | 0.15% | +3+0.5% | Added |
| Bridgecreek Investment Management, LLC | 630 | $211.0K | 0.04% | −50−7.4% | Reduced |
| AlphaCore Capital LLC | 633 | $212.0K | 0.03% | +1+0.2% | Added |
| Marmo Financial Group, LLC | 633 | $212.0K | 0.20% | 00.0% | Unchanged |
| Diversified Trust Co | 641 | $214.7K | 0.01% | +55+9.4% | Added |
| Global Assets Advisory, LLC | 645 | $216.0K | 0.19% | 00.0% | Unchanged |
| Strategic Investment Advisors | 646 | $216.4K | 0.04% | +57+9.7% | Added |
| Aviance Capital Partners, LLC | 646 | $216.4K | 0.05% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 650 | $217.7K | 0.01% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 650 | $217.7K | 0.08% | 00.0% | Unchanged |
| Argent Trust Co | 652 | $218.4K | 0.01% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 652 | $218.4K | 0.06% | +652 | New |
| Ellis Investment Partners, LLC | 653 | $218.7K | 0.06% | −6−0.9% | Reduced |
| Front Row Advisors LLC | 655 | $219.4K | 0.10% | −80−10.9% | Reduced |
| Farmers National Bank | 661 | $221.4K | 0.08% | −10−1.5% | Reduced |
| Cedar Brook Financial Partners, LLC | 665 | $222.7K | 0.06% | +1+0.2% | Added |
| Institutional & Family Asset Management, LLC | 666 | $222.9K | 0.04% | 00.0% | Unchanged |
| Maven Securities LTD | 670 | $224.4K | 0.02% | −773−53.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 674 | $225.8K | 0.01% | 00.0% | Unchanged |
| Callan Capital, LLC | 675 | $226.1K | 0.02% | +675 | New |
| Cooper Financial Group | 677 | $226.7K | 0.05% | +677 | New |
| AAFCPAs Wealth Management, LLC | 679 | $227.4K | 0.15% | −62−8.4% | Reduced |
| Checchi Capital Advisers, LLC | 685 | $229.4K | 0.02% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 687 | $230.1K | 0.06% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 688 | $230.4K | 0.00% | −8−1.1% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 690 | $231.1K | 0.13% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 695 | $232.8K | 0.08% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 695 | $232.8K | 0.01% | +695 | New |
| Headlands Technologies LLC | 697 | $233.5K | 0.11% | +697 | New |
| Rockbridge Investment Management, LCC | 698 | $234.0K | 0.04% | +76+12.2% | Added |
| Aptus Capital Advisors, LLC | 703 | $235.5K | 0.01% | +100+16.6% | Added |
| Evensky & Katz LLC | 704 | $236.0K | 0.02% | +3+0.4% | Added |
| Samalin Investment Counsel, LLC | 705 | $236.0K | 0.14% | −1,948−73.4% | Reduced |
| Boston Research & Management Inc | 710 | $237.0K | 0.07% | 00.0% | Unchanged |
| Dohj, LLC | 710 | $237.2K | 0.11% | −3,802−84.3% | Reduced |
| Sage Financial Group Inc | 710 | $237.8K | 0.03% | 00.0% | Unchanged |
| Old National Bancorp | 713 | $238.8K | 0.01% | 00.0% | Unchanged |