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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 713 | $238.9K | 0.02% | −61−7.9% | Reduced |
| Heritage Wealth Advisors | 714 | $239.2K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 714 | $239.2K | 0.01% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 714 | $239.2K | 0.06% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 715 | $239.5K | 0.18% | 00.0% | Unchanged |
| High Note Wealth, LLC | 715 | $239.5K | 0.10% | 00.0% | Unchanged |
| First National Bank of Omaha | 717 | $240.2K | 0.02% | −117−14.0% | Reduced |
| Deutsche Bank AG | 717 | $240.2K | 0.00% | 00.0% | Unchanged |
| HCR Wealth Advisors | 719 | $240.9K | 0.05% | −35−4.6% | Reduced |
| Garde Capital, Inc. | 720 | $241.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 720 | $241.2K | 0.01% | +720 | New |
| H&H Retirement Design & Management INC | 722 | $243.1K | 0.17% | +722 | New |
| Financial Management Network Inc | 739 | $244.6K | 0.08% | +3+0.4% | Added |
| Hall Capital Management Co Inc | 732 | $245.2K | 0.16% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 732 | $245.2K | 0.11% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 735 | $246.2K | 0.01% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 735 | $246.2K | 0.19% | +735 | New |
| Warwick Investment Management, Inc. | 736 | $246.6K | 0.09% | +1+0.1% | Added |
| Ellerson Group Inc | 740 | $247.9K | 0.23% | +65+9.6% | Added |
| ZWJ Investment Counsel Inc | 745 | $249.5K | 0.01% | +8+1.1% | Added |
| Rodgers & Associates, LTD | 748 | $250.5K | 0.04% | −300−28.6% | Reduced |
| Focused Wealth Management, Inc | 750 | $251.1K | 0.04% | +10+1.4% | Added |
| Palisade Asset Management, LLC | 750 | $251.2K | 0.03% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 750 | $251.9K | 0.15% | +150+25.0% | Added |
| BlackDiamond Wealth Management Inc. | 768 | $252.9K | 0.23% | −72−8.6% | Reduced |
| Aspiriant, LLC | 758 | $253.9K | 0.01% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 758 | $254.0K | 0.15% | +99+15.0% | Added |
| Wealthcare Capital Management LLC | 759 | $254.2K | 0.03% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 759 | $254.2K | 0.01% | +90+13.5% | Added |
| Safeguard Investment Advisory Group, LLC | 765 | $256.7K | 0.11% | +10+1.3% | Added |
| QRG Capital Management, Inc. | 770 | $257.9K | 0.00% | +770 | New |
| Meeder Advisory Services, Inc. | 775 | $259.6K | 0.03% | 00.0% | Unchanged |
| First Citizens Financial Corp | 775 | $259.6K | 0.18% | 00.0% | Unchanged |
| XML Financial, LLC | 782 | $261.8K | 0.03% | +2+0.3% | Added |
| RIA Advisory Group LLC | 783 | $262.4K | 0.12% | −1,050−57.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 784 | $262.7K | 0.02% | −21−2.6% | Reduced |
| Main Street Research LLC | 782 | $262.7K | 0.03% | +32+4.3% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 789 | $264.4K | 0.13% | +8+1.0% | Added |
| Prosperity Planning, Inc. | 795 | $266.3K | 0.11% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 794 | $266.6K | 0.01% | +2+0.3% | Added |
| First Manhattan Co | 800 | $268.0K | 0.00% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 805 | $269.6K | 0.19% | 00.0% | Unchanged |
| Smithfield Trust Co | 805 | $270.0K | 0.02% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 810 | $271.3K | 0.01% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 812 | $272.7K | 0.05% | +812 | New |
| Diversified Portfolios, Inc. | 815 | $273.0K | 0.05% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 824 | $276.0K | 0.01% | +824 | New |
| Kozak & Associates, Inc. | 826 | $276.1K | 0.10% | −78−8.6% | Reduced |
| Seven Mile Advisory | 827 | $277.0K | 0.29% | +827 | New |
| Little House Capital LLC | 828 | $277.3K | 0.11% | +828 | New |
| Pacitti Group Inc. | 829 | $277.7K | 0.19% | 00.0% | Unchanged |
| Patten & Patten Inc | 831 | $278.3K | 0.02% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 832 | $278.7K | 0.18% | 00.0% | Unchanged |
| Apella Capital, LLC | 833 | $279.0K | 0.02% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 833 | $279.0K | 0.19% | −302−26.6% | Reduced |
| Caliber Wealth Management, LLC | 833 | $279.0K | 0.19% | +4+0.5% | Added |
| KFG Wealth Management, LLC | 834 | $279.3K | 0.15% | 00.0% | Unchanged |
| Golden State Equity Partners | 835 | $279.6K | 0.08% | −159−16.0% | Reduced |
| Great Diamond Partners, LLC | 836 | $280.0K | 0.08% | +836 | New |
| Goldstone Financial Group, LLC | 836 | $280.0K | 0.08% | +836 | New |
| Financial Engines Advisors L.L.C. | 837 | $281.0K | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 838 | $281.3K | 0.03% | 00.0% | Unchanged |
| Appleton Partners Inc | 843 | $282.0K | 0.03% | −15−1.7% | Reduced |
| Monterey Private Wealth, Inc. | 843 | $282.4K | 0.14% | +2+0.2% | Added |
| Octavia Wealth Advisors, LLC | 846 | $284.1K | 0.06% | +68+8.7% | Added |
| Levy Wealth Management Group, LLC | 851 | $285.0K | 0.09% | +1+0.1% | Added |
| Francis Financial, Inc. | 851 | $285.0K | 0.15% | +851 | New |
| Hoylecohen, LLC | 853 | $285.7K | 0.03% | 00.0% | Unchanged |
| Granite FO LLC | 855 | $286.4K | 0.20% | 00.0% | Unchanged |
| Bokf, NA | 868 | $286.9K | 0.01% | −1,795−67.4% | Reduced |
| Parsons Capital Management Inc | 861 | $288.4K | 0.02% | −36−4.0% | Reduced |
| Evermay Wealth Management LLC | 861 | $288.9K | 0.06% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 866 | $290.1K | 0.01% | −37−4.1% | Reduced |
| Empower Advisory Group, LLC | 869 | $291.1K | 0.00% | −141−14.0% | Reduced |
| Clare Market Investments LLC | 869 | $291.1K | 0.11% | −23−2.6% | Reduced |
| Eagle Strategies LLC | 870 | $291.5K | 0.07% | −20−2.2% | Reduced |
| Fort Pitt Capital Group, LLC | 872 | $292.1K | 0.01% | −128−12.8% | Reduced |
| Pitti Group Wealth Management, LLC | 873 | $292.5K | 0.33% | +1+0.1% | Added |
| Oxinas Partners Wealth Management LLC | 883 | $295.6K | 0.22% | −30−3.3% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 880 | $296.0K | 0.15% | +50+6.0% | Added |
| Bluesphere Advisors, LLC | 885 | $296.4K | 0.21% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 883 | $296.6K | 0.25% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 886 | $296.8K | 0.07% | 00.0% | Unchanged |
| Meridian Management Co | 890 | $298.1K | 0.10% | 00.0% | Unchanged |
| Albion Financial Group | 893 | $299.1K | 0.03% | +124+16.1% | Added |
| Mather Group, LLC. | 894 | $299.5K | 0.01% | +311+53.3% | Added |
| Keeley-Teton Advisors, LLC | 900 | $301.5K | 0.04% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 900 | $301.5K | 0.00% | 00.0% | Unchanged |
| Alesco Advisors LLC | 900 | $301.5K | 0.01% | +5+0.6% | Added |
| Stock Yards Bank & Trust Co | 909 | $304.5K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 911 | $305.0K | 0.02% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 912 | $305.5K | 0.23% | −96−9.5% | Reduced |
| Unionview, LLC | 917 | $307.1K | 0.29% | +4+0.4% | Added |
| LBMC Investment Advisors, LLC | 935 | $308.4K | 0.03% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 921 | $308.5K | 0.10% | −52−5.3% | Reduced |
| W Advisors, LLC | 925 | $309.8K | 0.25% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 929 | $311.1K | 0.06% | +19+2.1% | Added |
| Cornerstone Advisory, LLC | 931 | $311.8K | 0.05% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 933 | $312.0K | 0.08% | +294+46.0% | Added |
| Strategic Wealth Partners Group LLC | 931 | $312.9K | 0.05% | +1+0.1% | Added |