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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 2,188 | $732.7K | 0.07% | −41−1.8% | Reduced |
| JT Stratford LLC | 2,185 | $731.9K | 0.19% | +419+23.7% | Added |
| Garrison Point Advisors, LLC | 2,182 | $730.7K | 0.57% | +7+0.3% | Added |
| Summit Financial, LLC | 2,165 | $726.0K | 0.05% | +1,495+223.1% | Added |
| Sawtooth Solutions, LLC | 2,145 | $718.4K | 0.02% | −73−3.3% | Reduced |
| Bleakley Financial Group, LLC | 2,145 | $718.4K | 0.03% | −73−3.3% | Reduced |
| Visionary Wealth Advisors | 2,141 | $717.0K | 0.06% | −217−9.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 2,140 | $716.8K | 0.44% | +4+0.2% | Added |
| Archetype Wealth Partners | 2,133 | $714.0K | 0.15% | −426−16.6% | Reduced |
| JFS Wealth Advisors, LLC | 2,111 | $707.2K | 0.07% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,088 | $699.4K | 0.08% | +226+12.1% | Added |
| Fagan Associates, Inc. | 2,079 | $696.4K | 0.17% | −20−1.0% | Reduced |
| Prelude Capital Management, LLC | 2,070 | $693.3K | 0.06% | +90+4.5% | Added |
| Good Life Advisors, LLC | 2,067 | $692.6K | 0.08% | +110+5.6% | Added |
| Allie Family Office LLC | 2,062 | $691.8K | 0.56% | −640−23.7% | Reduced |
| Jacobi Capital Management LLC | 2,056 | $688.8K | 0.08% | +100+5.1% | Added |
| True North Advisors, LLC | 2,048 | $685.8K | 0.21% | +15+0.7% | Added |
| Glenmede Trust Co NA | 2,038 | $682.6K | 0.00% | −137−6.3% | Reduced |
| Sovereign Financial Group, Inc. | 2,036 | $682.1K | 0.24% | +830+68.8% | Added |
| Romano Brothers and Company | 2,012 | $673.8K | 0.10% | +40+2.0% | Added |
| Meritage Portfolio Management | 2,005 | $672.0K | 0.05% | 00.0% | Unchanged |
| Wintrust Investments LLC | 2,003 | $671.0K | 0.07% | −247−11.0% | Reduced |
| Drexel Morgan & Co. | 2,000 | $669.9K | 0.18% | 00.0% | Unchanged |
| Hunting Hill Global Capital, LLC | 2,000 | $669.9K | 0.32% | +2,000 | New |
| Cambridge Trust Co | 1,989 | $666.2K | 0.03% | +300+17.8% | Added |
| SOL Capital Management CO | 1,980 | $663.0K | 0.10% | −1,455−42.4% | Reduced |
| Valeo Financial Advisors, LLC | 1,979 | $662.9K | 0.03% | +73+3.8% | Added |
| Compass Wealth Management LLC | 1,959 | $656.2K | 0.21% | 00.0% | Unchanged |
| American Investment Services, Inc. | 1,958 | $655.9K | 0.14% | +8+0.4% | Added |
| Sterling Investment Counsel, LLC | 1,957 | $655.5K | 0.38% | 00.0% | Unchanged |
| United Bank | 1,944 | $651.1K | 0.09% | 00.0% | Unchanged |
| Cim, LLC | 1,940 | $649.8K | 0.12% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 1,940 | $649.7K | 0.42% | −186−8.7% | Reduced |
| PCG Wealth Advisors, LLC | 1,919 | $642.9K | 0.42% | −98−4.9% | Reduced |
| Evercore Wealth Management, LLC | 1,912 | $640.4K | 0.01% | −115−5.7% | Reduced |
| Lodestar Private Asset Management LLC | 1,892 | $633.7K | 0.11% | −10−0.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,887 | $632.2K | 0.03% | −87−4.4% | Reduced |
| Truadvice, LLC | 1,837 | $630.1K | 0.25% | −179−8.9% | Reduced |
| 180 Wealth Advisors, LLC | 1,875 | $628.2K | 0.14% | −5−0.3% | Reduced |
| Stevard, LLC | 1,859 | $622.7K | 0.63% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,845 | $618.1K | 0.03% | 00.0% | Unchanged |
| L.M. Kohn & Company | 1,841 | $616.6K | 0.23% | +10+0.5% | Added |
| Carnegie Capital Asset Management, LLC | 1,809 | $606.0K | 0.02% | +1+0.1% | Added |
| Fiduciary Alliance LLC | 1,808 | $605.7K | 0.14% | +93+5.4% | Added |
| Howard Wealth Management, LLC | 1,807 | $605.3K | 0.56% | +47+2.7% | Added |
| ICA Group Wealth Management, LLC | 1,804 | $604.2K | 0.17% | 00.0% | Unchanged |
| Etfidea, LLC | 1,801 | $603.2K | 0.26% | −38−2.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,792 | $600.4K | 0.07% | −73−3.9% | Reduced |
| Private Trust Co NA | 1,791 | $599.9K | 0.08% | +301+20.2% | Added |
| Global Financial Private Client, LLC | 1,793 | $599.0K | 0.31% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,785 | $597.9K | 0.05% | +106+6.3% | Added |
| Sax Wealth Advisors, LLC | 1,781 | $596.4K | 0.12% | −9−0.5% | Reduced |
| Bensler, LLC | 1,765 | $591.3K | 0.11% | +1+0.1% | Added |
| First Hawaiian Bank | 1,762 | $590.2K | 0.02% | 00.0% | Unchanged |
| Consolidated Capital Management, LLC | 1,757 | $588.5K | 0.31% | −73−4.0% | Reduced |
| Continuum Advisory, LLC | 1,757 | $588.5K | 0.09% | +268+18.0% | Added |
| Kellett Schaffner Wealth Advisors LLC | 1,756 | $588.2K | 0.50% | +124+7.6% | Added |
| Wealthfront Advisers LLC | 1,751 | $586.5K | 0.00% | +283+19.3% | Added |
| Beaumont Financial Advisors, LLC | 1,747 | $585.1K | 0.06% | +139+8.6% | Added |
| Trust Co of Vermont | 1,745 | $584.5K | 0.04% | +263+17.7% | Added |
| Enzi Wealth | 1,723 | $580.1K | 0.31% | −347−16.8% | Reduced |
| Capital Performance Advisors LLP | 1,730 | $579.4K | 0.29% | +8+0.5% | Added |
| Capital Advisors Inc | 1,728 | $578.7K | 0.02% | +353+25.7% | Added |
| Colony Group LLC | 1,717 | $575.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,682 | $564.9K | 0.02% | 00.0% | Unchanged |
| Burns J W & Co Inc | 1,678 | $562.0K | 0.09% | −5−0.3% | Reduced |
| D L Carlson Investment Group Inc | 1,674 | $560.8K | 0.11% | −106−6.0% | Reduced |
| Gratus Capital LLC | 1,670 | $559.4K | 0.04% | +120+7.7% | Added |
| Keystone Wealth Services, LLC | 1,667 | $558.4K | 0.21% | −400−19.4% | Reduced |
| Eldridge Investment Advisors, Inc. | 1,655 | $554.0K | 0.18% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 1,652 | $553.3K | 0.26% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 1,638 | $548.6K | 0.08% | +38+2.4% | Added |
| Proequities, Inc. | 1,632 | $548.1K | 0.04% | −25−1.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 1,631 | $546.0K | 0.18% | −31−1.9% | Reduced |
| Per Stirling Capital Management, LLC. | 1,628 | $545.3K | 0.11% | +8+0.5% | Added |
| PFG Advisors | 1,625 | $544.4K | 0.05% | −2,163−57.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,609 | $539.0K | 0.02% | +200+14.2% | Added |
| Mattern Wealth Management LLC | 1,605 | $537.6K | 0.16% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,602 | $536.6K | 0.04% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 1,588 | $531.9K | 0.20% | +6+0.4% | Added |
| Redwood Financial Network Corp | 1,579 | $528.9K | 0.56% | −493−23.8% | Reduced |
| Johnson Financial Group, Inc. | 1,571 | $527.7K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,569 | $525.5K | 0.03% | −6−0.4% | Reduced |
| Agf Management Ltd | 1,565 | $524.2K | 0.00% | −20−1.3% | Reduced |
| Capital Investment Advisors, LLC | 1,564 | $523.7K | 0.01% | +6+0.4% | Added |
| Cypress Wealth Services, LLC | 1,559 | $522.2K | 0.14% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,542 | $516.0K | 0.02% | −208−11.9% | Reduced |
| Consolidated Planning Corp | 1,539 | $515.3K | 0.11% | −378−19.7% | Reduced |
| Eagle Rock Investment Company, LLC | 1,525 | $510.8K | 0.12% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 1,521 | $509.5K | 0.52% | +1,521 | New |
| First Financial Corp | 1,521 | $509.5K | 0.30% | −195−11.4% | Reduced |
| Oxford Financial Group Ltd | 1,519 | $508.8K | 0.04% | −30−1.9% | Reduced |
| Nottingham Advisors, Inc. | 1,519 | $508.6K | 0.08% | +198+15.0% | Added |
| Zacks Investment Management | 1,512 | $506.5K | 0.01% | +1,512 | New |
| Geneos Wealth Management Inc. | 1,507 | $504.6K | 0.03% | −736−32.8% | Reduced |
| Ballentine Partners, LLC | 1,502 | $503.1K | 0.01% | 00.0% | Unchanged |
| Arcadia Wealth Management, LLC | 1,499 | $502.2K | 0.39% | +6+0.4% | Added |
| Destination Wealth Management | 1,492 | $499.9K | 0.02% | −418−21.9% | Reduced |
| Chicago Partners Investment Group LLC | 1,504 | $495.3K | 0.03% | −29−1.9% | Reduced |
| McAdam, LLC | 1,471 | $492.7K | 0.04% | 00.0% | Unchanged |