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, Q4 2023
Institutional positions in SPDR Dow Jones Industrial Average ETF Trust as of Dec 31, 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
- 1,139
- +128 vs. Q3 2023
- Shares held
- 32.3M
- +6.95M (+27.4%) vs. Q3 2023
- Total value
- $11.9B
- +$3.41B (+40.1%) vs. Q3 2023
- New holders
- 182
- 338 more added
- Sold out
- 54
- 343 more reduced
14 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding SPDR Dow Jones Industrial Average ETF Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gibson Capital, LLC | 600 | $226.1K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 600 | $226.1K | 0.12% | +600 | New |
| First Foundation Advisors | 601 | $226.5K | 0.01% | −28−4.5% | Reduced |
| Powell Investment Advisors, LLC | 600 | $226.6K | 0.13% | −150−20.0% | Reduced |
| Biltmore Family Office, LLC | 600 | $226.6K | 0.05% | 00.0% | Unchanged |
| Banco Santander, S.A. | 602 | $226.9K | 0.00% | +602 | New |
| Front Row Advisors LLC | 605 | $228.0K | 0.10% | −50−7.6% | Reduced |
| Trustco Bank Corp N Y | 605 | $228.0K | 0.25% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 605 | $228.0K | 0.02% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 609 | $229.5K | 0.01% | +609 | New |
| Kayne Anderson Rudnick Investment Management LLC | 610 | $229.8K | 0.00% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 610 | $229.9K | 0.02% | +610 | New |
| Aurora Private Wealth, Inc. | 611 | $230.0K | 0.22% | −12−1.9% | Reduced |
| Secure Asset Management, LLC | 612 | $230.7K | 0.06% | +612 | New |
| O'Rourke & Company, Inc | 614 | $231.0K | 0.15% | +614 | New |
| Y.D. More Investments Ltd | 614 | $231.3K | 0.05% | +12+2.0% | Added |
| First Personal Financial Services | 615 | $231.7K | 0.06% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 618 | $232.7K | 0.04% | −48−7.2% | Reduced |
| Everhart Financial Group, Inc. | 618 | $232.9K | 0.08% | +618 | New |
| Black Diamond Financial, LLC | 620 | $233.7K | 0.06% | +3+0.5% | Added |
| Crestwood Advisors Group LLC | 620 | $233.7K | 0.01% | +620 | New |
| Guardian Capital Advisors LP | 625 | $235.5K | 0.02% | +625 | New |
| National Philanthropic Trust | 625 | $235.5K | 0.01% | +625 | New |
| Cassady Schiller Wealth Management, LLC | 626 | $235.9K | 0.12% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 626 | $235.9K | 0.06% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 626 | $236.0K | 0.21% | +4+0.6% | Added |
| Two Sigma Securities, LLC | 627 | $236.3K | 0.01% | +627 | New |
| Tidemark, LLC | 628 | $236.7K | 0.15% | +628 | New |
| Executive Wealth Group LLC | 632 | $238.3K | 0.15% | +3+0.5% | Added |
| Marmo Financial Group, LLC | 633 | $238.6K | 0.18% | 00.0% | Unchanged |
| NRI Wealth Management LC | 636 | $239.7K | 0.24% | +636 | New |
| Schrum Private Wealth Management LLC | 640 | $241.0K | 0.34% | +640 | New |
| Commonwealth Financial Services, LLC | 641 | $241.5K | 0.06% | −11−1.7% | Reduced |
| Diversified Trust Co | 641 | $241.6K | 0.01% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 642 | $241.8K | 0.07% | −209−24.6% | Reduced |
| WealthPLAN Partners, LLC | 643 | $242.5K | 0.02% | +643 | New |
| Garrett Investment Advisors LLC | 644 | $242.7K | 0.03% | +644 | New |
| FinTrust Capital Advisors, LLC | 644 | $242.7K | 0.05% | +30+4.9% | Added |
| Zevenbergen Capital Investments LLC | 650 | $245.0K | 0.01% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 650 | $245.0K | 0.08% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 657 | $247.6K | 0.01% | +657 | New |
| Farmers National Bank | 661 | $249.1K | 0.08% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 663 | $249.9K | 0.17% | −249−27.3% | Reduced |
| QRG Capital Management, Inc. | 664 | $250.2K | 0.00% | −106−13.8% | Reduced |
| Cedar Brook Financial Partners, LLC | 665 | $250.8K | 0.06% | 00.0% | Unchanged |
| SFMG, LLC | 666 | $250.9K | 0.02% | +666 | New |
| Tyche Wealth Partners LLC | 667 | $251.3K | 0.06% | +667 | New |
| Neumann Capital Management, LLC | 672 | $253.3K | 0.10% | −60−8.2% | Reduced |
| CIC Wealth, LLC | 672 | $253.3K | 0.08% | +672 | New |
| Eudaimonia Partners, LLC | 673 | $253.6K | 0.07% | −41−5.7% | Reduced |
| Banco BTG Pactual S.A. | 673 | $253.7K | 0.06% | +673 | New |
| Ferguson Wellman Capital Management, Inc | 674 | $254.0K | 0.01% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 675 | $254.4K | 0.02% | +675 | New |
| Strategic Investment Advisors | 677 | $255.2K | 0.04% | +31+4.8% | Added |
| Independent Advisor Alliance | 680 | $256.3K | 0.01% | +680 | New |
| Axxcess Wealth Management, LLC | 680 | $256.4K | 0.01% | +680 | New |
| First Citizens Bank & Trust Co | 681 | $256.6K | 0.00% | −7−1.0% | Reduced |
| Bartlett & Co. LLC | 684 | $258.0K | 0.00% | +84+14.0% | Added |
| Stonebridge Capital Advisors LLC | 685 | $258.2K | 0.03% | −332−32.6% | Reduced |
| Prosperitas Financial LLC | 685 | $258.2K | 0.19% | −50−6.8% | Reduced |
| Checchi Capital Advisers, LLC | 685 | $258.2K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 684 | $258.5K | 0.00% | +84+14.0% | Added |
| Argent Trust Co | 687 | $258.9K | 0.01% | +35+5.4% | Added |
| CFM Wealth Partners LLC | 687 | $258.9K | 0.06% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 688 | $260.0K | 0.01% | +82+13.5% | Added |
| ShankerValleau Wealth Advisors, Inc. | 690 | $260.0K | 0.13% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 699 | $263.4K | 0.04% | +1+0.1% | Added |
| Ellis Investment Partners, LLC | 702 | $264.7K | 0.06% | +49+7.5% | Added |
| Larson Financial Group LLC | 703 | $265.0K | 0.02% | −10−1.4% | Reduced |
| Dohj, LLC | 710 | $267.6K | 0.08% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 711 | $268.0K | 0.04% | +78+12.3% | Added |
| Valmark Advisers, Inc. | 712 | $268.3K | 0.01% | −47−6.2% | Reduced |
| Heritage Wealth Advisors | 714 | $269.1K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 715 | $269.5K | 0.10% | 00.0% | Unchanged |
| First National Bank of Omaha | 717 | $270.2K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 717 | $270.2K | 0.00% | 00.0% | Unchanged |
| Main Street Research LLC | 720 | $271.9K | 0.02% | −62−7.9% | Reduced |
| Garde Capital, Inc. | 721 | $272.0K | 0.02% | +1+0.1% | Added |
| World Equity Group, Inc. | 720 | $272.5K | 0.05% | +720 | New |
| Bessemer Group Inc | 727 | $274.0K | 0.00% | −3,671−83.5% | Reduced |
| Hall Capital Management Co Inc | 732 | $275.9K | 0.16% | 00.0% | Unchanged |
| Evensky & Katz LLC | 733 | $276.0K | 0.02% | +29+4.1% | Added |
| IPG Investment Advisors LLC | 736 | $278.0K | 0.06% | −600−44.9% | Reduced |
| Warwick Investment Management, Inc. | 738 | $278.0K | 0.08% | +2+0.3% | Added |
| Cooper Financial Group | 738 | $278.2K | 0.05% | +61+9.0% | Added |
| Ellerson Group Inc | 740 | $278.9K | 0.24% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 722 | $279.7K | 0.18% | 00.0% | Unchanged |
| EWG Elevate Inc. | 745 | $280.8K | 0.12% | −214−22.3% | Reduced |
| Rodgers & Associates, LTD | 748 | $281.9K | 0.04% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 750 | $282.7K | 0.03% | 00.0% | Unchanged |
| Sage Financial Group Inc | 750 | $282.7K | 0.03% | +40+5.6% | Added |
| Focused Wealth Management, Inc | 750 | $282.7K | 0.05% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 756 | $284.9K | 0.12% | −565−42.8% | Reduced |
| Aspiriant, LLC | 758 | $285.7K | 0.01% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 759 | $286.0K | 0.03% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 749 | $287.3K | 0.21% | −19−2.5% | Reduced |
| Stephen J. Garry & Associates, LLC | 763 | $287.6K | 0.32% | +763 | New |
| Appleton Partners Inc | 765 | $288.0K | 0.02% | −78−9.3% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 766 | $288.8K | 0.16% | +8+1.1% | Added |
| Pitti Group Wealth Management, LLC | 769 | $289.8K | 0.32% | −104−11.9% | Reduced |