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; 1,458 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 | 1,458 | $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 |
|---|---|---|---|---|---|
| BlackDiamond Wealth Management Inc. | 768 | $252.9K | 0.23% | −72−8.6% | Reduced |
| Powell Investment Advisors, LLC | 750 | $251.9K | 0.15% | +150+25.0% | Added |
| Palisade Asset Management, LLC | 750 | $251.2K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 750 | $251.1K | 0.04% | +10+1.4% | Added |
| Rodgers & Associates, LTD | 748 | $250.5K | 0.04% | −300−28.6% | Reduced |
| ZWJ Investment Counsel Inc | 745 | $249.5K | 0.01% | +8+1.1% | Added |
| Ellerson Group Inc | 740 | $247.9K | 0.23% | +65+9.6% | Added |
| Warwick Investment Management, Inc. | 736 | $246.6K | 0.09% | +1+0.1% | Added |
| Bryn Mawr Trust Co | 735 | $246.2K | 0.01% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 735 | $246.2K | 0.19% | +735 | New |
| 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 |
| Financial Management Network Inc | 739 | $244.6K | 0.08% | +3+0.4% | Added |
| H&H Retirement Design & Management INC | 722 | $243.1K | 0.17% | +722 | New |
| HM Payson & Co | 720 | $241.2K | 0.01% | +720 | New |
| Garde Capital, Inc. | 720 | $241.0K | 0.02% | 00.0% | Unchanged |
| HCR Wealth Advisors | 719 | $240.9K | 0.05% | −35−4.6% | Reduced |
| 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 |
| 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 |
| Eudaimonia Partners, LLC | 714 | $239.2K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 714 | $239.2K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 714 | $239.2K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 713 | $238.9K | 0.02% | −61−7.9% | Reduced |
| Old National Bancorp | 713 | $238.8K | 0.01% | 00.0% | Unchanged |
| Sage Financial Group Inc | 710 | $237.8K | 0.03% | 00.0% | Unchanged |
| Dohj, LLC | 710 | $237.2K | 0.11% | −3,802−84.3% | Reduced |
| Boston Research & Management Inc | 710 | $237.0K | 0.07% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 705 | $236.0K | 0.14% | −1,948−73.4% | Reduced |
| Evensky & Katz LLC | 704 | $236.0K | 0.02% | +3+0.4% | Added |
| Aptus Capital Advisors, LLC | 703 | $235.5K | 0.01% | +100+16.6% | Added |
| Rockbridge Investment Management, LCC | 698 | $234.0K | 0.04% | +76+12.2% | Added |
| Headlands Technologies LLC | 697 | $233.5K | 0.11% | +697 | New |
| Southland Equity Partners LLC | 695 | $232.8K | 0.08% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 695 | $232.8K | 0.01% | +695 | New |
| ShankerValleau Wealth Advisors, Inc. | 690 | $231.1K | 0.13% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 688 | $230.4K | 0.00% | −8−1.1% | Reduced |
| CFM Wealth Partners LLC | 687 | $230.1K | 0.06% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 685 | $229.4K | 0.02% | 00.0% | Unchanged |
| AAFCPAs Wealth Management, LLC | 679 | $227.4K | 0.15% | −62−8.4% | Reduced |
| Cooper Financial Group | 677 | $226.7K | 0.05% | +677 | New |
| Callan Capital, LLC | 675 | $226.1K | 0.02% | +675 | New |
| Ferguson Wellman Capital Management, Inc | 674 | $225.8K | 0.01% | 00.0% | Unchanged |
| Maven Securities LTD | 670 | $224.4K | 0.02% | −773−53.6% | Reduced |
| Institutional & Family Asset Management, LLC | 666 | $222.9K | 0.04% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 665 | $222.7K | 0.06% | +1+0.2% | Added |
| Farmers National Bank | 661 | $221.4K | 0.08% | −10−1.5% | Reduced |
| Front Row Advisors LLC | 655 | $219.4K | 0.10% | −80−10.9% | Reduced |
| Ellis Investment Partners, LLC | 653 | $218.7K | 0.06% | −6−0.9% | Reduced |
| Commonwealth Financial Services, LLC | 652 | $218.4K | 0.06% | +652 | New |
| Argent Trust Co | 652 | $218.4K | 0.01% | 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 |
| Aviance Capital Partners, LLC | 646 | $216.4K | 0.05% | 00.0% | Unchanged |
| Strategic Investment Advisors | 646 | $216.4K | 0.04% | +57+9.7% | Added |
| Global Assets Advisory, LLC | 645 | $216.0K | 0.19% | 00.0% | Unchanged |
| Diversified Trust Co | 641 | $214.7K | 0.01% | +55+9.4% | Added |
| Marmo Financial Group, LLC | 633 | $212.0K | 0.20% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 633 | $212.0K | 0.03% | +1+0.2% | Added |
| Bridgecreek Investment Management, LLC | 630 | $211.0K | 0.04% | −50−7.4% | Reduced |
| Executive Wealth Group LLC | 629 | $210.7K | 0.15% | +3+0.5% | Added |
| First Foundation Advisors | 629 | $210.7K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 622 | $210.1K | 0.13% | +246+65.4% | Added |
| Blue Fin Capital, Inc. | 626 | $209.7K | 0.06% | −169−21.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 626 | $209.6K | 0.12% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 623 | $209.0K | 0.23% | −5−0.8% | Reduced |
| MWA Asset Management | 621 | $208.0K | 0.20% | +621 | New |
| Black Diamond Financial, LLC | 617 | $206.6K | 0.06% | +3+0.5% | Added |
| First Personal Financial Services | 615 | $205.9K | 0.05% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 614 | $205.7K | 0.05% | +150+32.3% | Added |
| First United Bank Trust | 611 | $204.6K | 0.10% | −15−2.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 610 | $204.3K | 0.00% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 606 | $203.0K | 0.01% | −7−1.1% | Reduced |
| Aldebaran Financial Inc. | 606 | $203.0K | 0.33% | +606 | New |
| Trustco Bank Corp N Y | 605 | $202.6K | 0.23% | +3+0.5% | Added |
| North Star Investment Management Corp. | 605 | $202.6K | 0.02% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 605 | $202.5K | 0.01% | −115−16.0% | Reduced |
| Bartlett & Co. LLC | 600 | $202.0K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 602 | $201.6K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| SOA Wealth Advisors, LLC. | 597 | $200.0K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Co | 590 | $197.6K | 0.05% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 565 | $189.2K | 0.05% | 00.0% | Unchanged |
| Activest Wealth Management | 557 | $186.6K | 0.11% | +101+22.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 549 | $183.9K | 0.04% | −7−1.3% | Reduced |
| Oakworth Capital, Inc. | 544 | $182.2K | 0.02% | −45−7.6% | Reduced |
| Boyd Watterson Asset Management LLC | 533 | $178.5K | 0.08% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 525 | $175.8K | 0.00% | +150+40.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 522 | $175.0K | 0.00% | +18+3.6% | Added |
| LFA - Lugano Financial Advisors SA | 500 | $167.5K | 0.14% | −730−59.3% | Reduced |
| Zions Bancorporation, N.A. | 493 | $165.1K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 491 | $164.5K | 0.31% | 00.0% | Unchanged |
| BlackRock Inc. | 450 | $150.7K | 0.00% | −1−0.2% | Reduced |
| Creative Financial Designs Inc | 438 | $146.6K | 0.02% | +90+25.9% | Added |
| Indiana Trust & Investment Management CO | 421 | $141.0K | 0.07% | +421 | New |
| Trifecta Capital Advisors, LLC | 417 | $139.7K | 0.04% | 00.0% | Unchanged |