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 |
|---|---|---|---|---|---|
| Stonebridge Capital Advisors LLC | 1,017 | $340.6K | 0.04% | +11+1.1% | Added |
| WNY Asset Management, LLC | 1,012 | $339.0K | 0.07% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 1,009 | $338.0K | 0.15% | −536−34.7% | Reduced |
| First National Trust Co | 1,008 | $337.6K | 0.02% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 1,001 | $335.3K | 0.04% | 00.0% | Unchanged |
| 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 |
| Warner Financial, Inc | 998 | $334.0K | 0.22% | +2+0.2% | Added |
| Simplicity Wealth,LLC | 991 | $331.9K | 0.19% | +991 | New |
| Traverso Chambers Private Wealth Management, LLC | 979 | $327.9K | 0.09% | +2+0.2% | Added |
| Franklin Resources Inc | 976 | $326.9K | 0.00% | −60−5.8% | Reduced |
| Red Door Wealth Management, LLC | 972 | $325.7K | 0.08% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 963 | $323.4K | 0.05% | −69−6.7% | Reduced |
| EWG Elevate Inc. | 959 | $321.2K | 0.15% | −2,373−71.2% | Reduced |
| Am Investment Strategies LLC | 959 | $321.0K | 0.10% | 00.0% | Unchanged |
| Sierra Capital LLC | 955 | $320.0K | 0.05% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 954 | $319.4K | 0.27% | +954 | New |
| Winthrop Advisory Group LLC | 947 | $318.1K | 0.05% | +1+0.1% | Added |
| Ronald Blue Trust, Inc. | 925 | $318.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 949 | $318.0K | 0.32% | −2−0.2% | Reduced |
| Pacific Sun Financial Corp | 945 | $316.5K | 0.22% | −1−0.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 942 | $316.4K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 936 | $313.5K | 0.20% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 935 | $313.3K | 0.00% | +935 | New |
| Strategic Wealth Partners Group LLC | 931 | $312.9K | 0.05% | +1+0.1% | Added |
| Liberty Wealth Management LLC | 933 | $312.0K | 0.08% | +294+46.0% | Added |
| Cornerstone Advisory, LLC | 931 | $311.8K | 0.05% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 929 | $311.1K | 0.06% | +19+2.1% | Added |
| W Advisors, LLC | 925 | $309.8K | 0.25% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 921 | $308.5K | 0.10% | −52−5.3% | Reduced |
| LBMC Investment Advisors, LLC | 935 | $308.4K | 0.03% | 00.0% | Unchanged |
| Unionview, LLC | 917 | $307.1K | 0.29% | +4+0.4% | Added |
| Capital Wealth Alliance, LLC | 912 | $305.5K | 0.23% | −96−9.5% | Reduced |
| Banque Cantonale Vaudoise | 911 | $305.0K | 0.02% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 909 | $304.5K | 0.01% | 00.0% | Unchanged |
| 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 |
| Mather Group, LLC. | 894 | $299.5K | 0.01% | +311+53.3% | Added |
| Albion Financial Group | 893 | $299.1K | 0.03% | +124+16.1% | Added |
| Meridian Management Co | 890 | $298.1K | 0.10% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 886 | $296.8K | 0.07% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 883 | $296.6K | 0.25% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 885 | $296.4K | 0.21% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 880 | $296.0K | 0.15% | +50+6.0% | Added |
| Oxinas Partners Wealth Management LLC | 883 | $295.6K | 0.22% | −30−3.3% | Reduced |
| Pitti Group Wealth Management, LLC | 873 | $292.5K | 0.33% | +1+0.1% | Added |
| Fort Pitt Capital Group, LLC | 872 | $292.1K | 0.01% | −128−12.8% | Reduced |
| Eagle Strategies LLC | 870 | $291.5K | 0.07% | −20−2.2% | Reduced |
| Clare Market Investments LLC | 869 | $291.1K | 0.11% | −23−2.6% | Reduced |
| Empower Advisory Group, LLC | 869 | $291.1K | 0.00% | −141−14.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 866 | $290.1K | 0.01% | −37−4.1% | Reduced |
| Evermay Wealth Management LLC | 861 | $288.9K | 0.06% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 861 | $288.4K | 0.02% | −36−4.0% | Reduced |
| Bokf, NA | 868 | $286.9K | 0.01% | −1,795−67.4% | Reduced |
| Granite FO LLC | 855 | $286.4K | 0.20% | 00.0% | Unchanged |
| Hoylecohen, LLC | 853 | $285.7K | 0.03% | 00.0% | Unchanged |
| Francis Financial, Inc. | 851 | $285.0K | 0.15% | +851 | New |
| Levy Wealth Management Group, LLC | 851 | $285.0K | 0.09% | +1+0.1% | Added |
| Octavia Wealth Advisors, LLC | 846 | $284.1K | 0.06% | +68+8.7% | Added |
| Monterey Private Wealth, Inc. | 843 | $282.4K | 0.14% | +2+0.2% | Added |
| Appleton Partners Inc | 843 | $282.0K | 0.03% | −15−1.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 838 | $281.3K | 0.03% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 837 | $281.0K | 0.00% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 836 | $280.0K | 0.08% | +836 | New |
| Goldstone Financial Group, LLC | 836 | $280.0K | 0.08% | +836 | New |
| Golden State Equity Partners | 835 | $279.6K | 0.08% | −159−16.0% | Reduced |
| KFG Wealth Management, LLC | 834 | $279.3K | 0.15% | 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 |
| Apella Capital, LLC | 833 | $279.0K | 0.02% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 832 | $278.7K | 0.18% | 00.0% | Unchanged |
| Patten & Patten Inc | 831 | $278.3K | 0.02% | 00.0% | Unchanged |
| Pacitti Group Inc. | 829 | $277.7K | 0.19% | 00.0% | Unchanged |
| Little House Capital LLC | 828 | $277.3K | 0.11% | +828 | New |
| Seven Mile Advisory | 827 | $277.0K | 0.29% | +827 | New |
| Kozak & Associates, Inc. | 826 | $276.1K | 0.10% | −78−8.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 824 | $276.0K | 0.01% | +824 | New |
| Diversified Portfolios, Inc. | 815 | $273.0K | 0.05% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 812 | $272.7K | 0.05% | +812 | New |
| Prio Wealth Limited Partnership | 810 | $271.3K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 805 | $270.0K | 0.02% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 805 | $269.6K | 0.19% | 00.0% | Unchanged |
| First Manhattan Co | 800 | $268.0K | 0.00% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 794 | $266.6K | 0.01% | +2+0.3% | Added |
| Prosperity Planning, Inc. | 795 | $266.3K | 0.11% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 789 | $264.4K | 0.13% | +8+1.0% | Added |
| Main Street Research LLC | 782 | $262.7K | 0.03% | +32+4.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 784 | $262.7K | 0.02% | −21−2.6% | Reduced |
| RIA Advisory Group LLC | 783 | $262.4K | 0.12% | −1,050−57.3% | Reduced |
| XML Financial, LLC | 782 | $261.8K | 0.03% | +2+0.3% | Added |
| Meeder Advisory Services, Inc. | 775 | $259.6K | 0.03% | 00.0% | Unchanged |
| First Citizens Financial Corp | 775 | $259.6K | 0.18% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 770 | $257.9K | 0.00% | +770 | New |
| Safeguard Investment Advisory Group, LLC | 765 | $256.7K | 0.11% | +10+1.3% | 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 |
| Hubbell Strickland Wealth Management, LLC | 758 | $254.0K | 0.15% | +99+15.0% | Added |
| Aspiriant, LLC | 758 | $253.9K | 0.01% | 00.0% | Unchanged |