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 |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 935 | $313.3K | 0.00% | +935 | New |
| AllSquare Wealth Management LLC | 936 | $313.5K | 0.20% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 942 | $316.4K | 0.03% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 945 | $316.5K | 0.22% | −1−0.1% | Reduced |
| Atlantic Private Wealth, LLC | 949 | $318.0K | 0.32% | −2−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 925 | $318.0K | 0.00% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 947 | $318.1K | 0.05% | +1+0.1% | Added |
| Revisor Wealth Management LLC | 954 | $319.4K | 0.27% | +954 | New |
| Sierra Capital LLC | 955 | $320.0K | 0.05% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 959 | $321.0K | 0.10% | 00.0% | Unchanged |
| EWG Elevate Inc. | 959 | $321.2K | 0.15% | −2,373−71.2% | Reduced |
| WealthShield Partners, LLC | 963 | $323.4K | 0.05% | −69−6.7% | Reduced |
| Red Door Wealth Management, LLC | 972 | $325.7K | 0.08% | 00.0% | Unchanged |
| Franklin Resources Inc | 976 | $326.9K | 0.00% | −60−5.8% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 979 | $327.9K | 0.09% | +2+0.2% | Added |
| Simplicity Wealth,LLC | 991 | $331.9K | 0.19% | +991 | New |
| Warner Financial, Inc | 998 | $334.0K | 0.22% | +2+0.2% | Added |
| Hutchinson Capital Management | 1,000 | $334.9K | 0.08% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,000 | $334.9K | 0.09% | 00.0% | Unchanged |
| Successful Portfolios LLC | 1,000 | $334.9K | 0.30% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 1,001 | $335.3K | 0.04% | 00.0% | Unchanged |
| First National Trust Co | 1,008 | $337.6K | 0.02% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 1,009 | $338.0K | 0.15% | −536−34.7% | Reduced |
| WNY Asset Management, LLC | 1,012 | $339.0K | 0.07% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,017 | $340.6K | 0.04% | +11+1.1% | Added |
| Gainplan LLC | 1,019 | $341.4K | 0.47% | +368+56.5% | Added |
| Moloney Securities Asset Management, LLC | 1,019 | $341.5K | 0.06% | −224−18.0% | Reduced |
| SkyOak Wealth, LLC | 1,022 | $342.3K | 0.10% | +4+0.4% | Added |
| Carret Asset Management, LLC | 1,022 | $342.5K | 0.05% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,024 | $343.0K | 0.12% | +37+3.7% | Added |
| Parallel Advisors, LLC | 1,025 | $343.5K | 0.01% | +318+45.0% | Added |
| Clifford Swan Investment Counsel LLC | 1,027 | $344.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 1,036 | $347.2K | 0.27% | +89+9.4% | Added |
| Rosenblum Silverman Sutton S F Inc | 1,037 | $347.3K | 0.12% | 00.0% | Unchanged |
| Element Wealth, LLC | 1,040 | $348.3K | 0.25% | −9−0.9% | Reduced |
| Welch & Forbes LLC | 1,040 | $348.3K | 0.01% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,040 | $348.3K | 0.24% | 00.0% | Unchanged |
| Greenleaf Trust | 1,042 | $349.0K | 0.00% | 00.0% | Unchanged |
| Holderness Investments Co | 1,049 | $351.4K | 0.14% | −1−0.1% | Reduced |
| Aaron Wealth Advisors | 1,052 | $352.4K | 0.05% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,055 | $353.5K | 0.01% | +72+7.3% | Added |
| Crewe Advisors LLC | 1,061 | $355.4K | 0.06% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,072 | $359.1K | 0.01% | +21+2.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,078 | $361.1K | 0.13% | +1,078 | New |
| Waddell & Associates, LLC | 1,081 | $362.0K | 0.05% | +1+0.1% | Added |
| Signaturefd, LLC | 1,081 | $362.0K | 0.01% | −34−3.0% | Reduced |
| Aprio Wealth Management, LLC | 1,086 | $363.8K | 0.10% | +5+0.5% | Added |
| Noesis Capital Mangement Corp | 1,092 | $365.6K | 0.10% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 1,091 | $366.0K | 0.06% | 00.0% | Unchanged |
| Windham Capital Management, LLC | 1,093 | $366.1K | 0.15% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 1,098 | $367.8K | 0.32% | −3−0.3% | Reduced |
| Cullinan Associates Inc | 1,100 | $368.4K | 0.02% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 1,105 | $370.1K | 0.05% | +30+2.8% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 1,108 | $371.1K | 0.24% | −80−6.7% | Reduced |
| Vivaldi Capital Management, LLC | 1,111 | $372.1K | 0.12% | +96+9.5% | Added |
| KG&L Capital Management,LLC | 1,116 | $373.7K | 0.18% | +151+15.6% | Added |
| Gables Capital Management Inc. | 1,116 | $373.8K | 0.26% | +21+1.9% | Added |
| Soundwatch Capital LLC | 1,126 | $377.2K | 0.08% | 00.0% | Unchanged |
| Athena Investment Management | 1,133 | $379.5K | 0.27% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,136 | $380.5K | 0.00% | −284−20.0% | Reduced |
| American Trust | 1,145 | $383.6K | 0.03% | +1,145 | New |
| USA Financial Portformulas Corp | 1,151 | $385.5K | 0.58% | −138−10.7% | Reduced |
| Plancorp, LLC | 1,157 | $387.6K | 0.02% | +4+0.3% | Added |
| Pacific Center for Financial Services | 1,160 | $388.7K | 0.13% | −14−1.2% | Reduced |
| Executive Wealth Management, LLC | 1,160 | $388.9K | 0.04% | −34−2.8% | Reduced |
| Simon Quick Advisors, LLC | 1,161 | $388.9K | 0.04% | +5+0.4% | Added |
| Olistico Wealth, LLC | 1,162 | $389.2K | 0.35% | +2+0.2% | Added |
| RSM US Wealth Management LLC | 1,162 | $389.3K | 0.01% | 00.0% | Unchanged |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1,147 | $390.1K | 0.08% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,155 | $390.8K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1,169 | $391.7K | 0.06% | 00.0% | Unchanged |
| Well Done, LLC | 1,173 | $392.9K | 0.09% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,179 | $394.9K | 0.03% | +21+1.8% | Added |
| TCTC Holdings, LLC | 1,180 | $395.2K | 0.02% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 1,184 | $396.6K | 0.16% | 00.0% | Unchanged |
| TNF LLC | 1,192 | $398.4K | 0.18% | +3+0.3% | Added |
| SageView Advisory Group, LLC | 1,192 | $399.3K | 0.02% | −34−2.8% | Reduced |
| Financial Futures Ltd Liability Co. | 1,199 | $401.6K | 0.33% | +1,199 | New |
| Private Capital Management, LLC | 1,200 | $401.9K | 0.05% | −300−20.0% | Reduced |
| Annapolis Financial Services, LLC | 1,224 | $410.0K | 0.12% | 00.0% | Unchanged |
| Financial Counselors Inc | 1,225 | $410.3K | 0.01% | −184−13.1% | Reduced |
| Constant Guidance Financial LLC | 1,253 | $417.8K | 0.55% | +1,253 | New |
| Collaborative Wealth Managment Inc. | 1,253 | $419.7K | 0.25% | −113−8.3% | Reduced |
| Acas, LLC | 1,253 | $419.7K | 0.52% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 1,261 | $422.3K | 0.07% | +1+0.1% | Added |
| Fortitude Advisory Group L.L.C. | 1,269 | $424.9K | 0.29% | −19−1.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,272 | $426.2K | 0.05% | +1+0.1% | Added |
| BNC Wealth Management, LLC | 1,277 | $427.6K | 0.23% | +10+0.8% | Added |
| Diversified, LLC | 1,277 | $427.7K | 0.11% | +352+38.1% | Added |
| Grassi Investment Management | 1,276 | $428.0K | 0.05% | +1+0.1% | Added |
| Weaver Consulting Group | 1,279 | $428.5K | 0.19% | −200−13.5% | Reduced |
| Claro Advisors LLC | 1,281 | $429.2K | 0.11% | −500−28.1% | Reduced |
| Lindbrook Capital, LLC | 1,287 | $431.1K | 0.05% | −1,444−52.9% | Reduced |
| 9258 Wealth Management, LLC | 1,288 | $431.4K | 0.08% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,284 | $431.4K | 0.02% | +1+0.1% | Added |
| Hoxton Planning & Management, LLC | 1,300 | $435.0K | 0.28% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,300 | $435.4K | 0.01% | +320+32.7% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1,320 | $436.1K | 0.20% | +400+43.5% | Added |
| BIP Wealth, LLC | 1,307 | $437.8K | 0.04% | +100+8.3% | Added |
| Wedmont Private Capital | 1,312 | $441.0K | 0.04% | −53−3.9% | Reduced |