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 |
|---|---|---|---|---|---|
| Albion Financial Group | 769 | $289.8K | 0.02% | −124−13.9% | Reduced |
| PCG Wealth Advisors, LLC | 769 | $289.9K | 0.16% | −1,150−59.9% | Reduced |
| Scientech Research LLC | 772 | $290.9K | 0.29% | +772 | New |
| Kozak & Associates, Inc. | 781 | $291.7K | 0.09% | −45−5.4% | Reduced |
| Meeder Advisory Services, Inc. | 775 | $292.1K | 0.03% | 00.0% | Unchanged |
| First Citizens Financial Corp | 775 | $292.1K | 0.19% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 783 | $293.5K | 0.35% | +783 | New |
| Inspire Advisors, LLC | 779 | $293.6K | 0.04% | +779 | New |
| Cornerstone Advisory, LLC | 780 | $294.0K | 0.05% | −151−16.2% | Reduced |
| Octavia Wealth Advisors, LLC | 779 | $294.1K | 0.05% | −67−7.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 782 | $294.8K | 0.01% | −2−0.3% | Reduced |
| GeoWealth Management, LLC | 792 | $298.0K | 0.02% | −2,387−75.1% | Reduced |
| Pacitti Group Inc. | 795 | $299.7K | 0.19% | −34−4.1% | Reduced |
| Prosperity Planning, Inc. | 795 | $299.7K | 0.11% | 00.0% | Unchanged |
| AlTi Global, Inc. | 795 | $300.5K | 0.01% | +795 | New |
| First Manhattan Co | 800 | $301.5K | 0.00% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 800 | $301.5K | 0.08% | +800 | New |
| Smithfield Trust Co | 805 | $303.0K | 0.02% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 805 | $303.4K | 0.19% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 800 | $304.1K | 0.06% | −2,485−75.6% | Reduced |
| Prio Wealth Limited Partnership | 810 | $305.3K | 0.01% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 815 | $307.1K | 0.05% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 826 | $311.3K | 0.01% | +123+17.5% | Added |
| Seven Mile Advisory | 827 | $311.7K | 0.27% | 00.0% | Unchanged |
| Apella Capital, LLC | 833 | $312.0K | 0.02% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 827 | $312.4K | 0.05% | +15+1.8% | Added |
| Patten & Patten Inc | 831 | $313.2K | 0.03% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 832 | $313.6K | 0.18% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 835 | $314.7K | 0.01% | −74−8.1% | Reduced |
| Great Diamond Partners, LLC | 836 | $315.1K | 0.08% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 837 | $315.6K | 0.19% | +4+0.5% | Added |
| Pine Valley Investments Ltd Liability Co | 838 | $316.4K | 0.03% | 00.0% | Unchanged |
| Eagle Strategies LLC | 840 | $316.5K | 0.07% | −30−3.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 840 | $317.0K | 0.14% | −40−4.5% | Reduced |
| Clare Market Investments LLC | 843 | $317.6K | 0.11% | −26−3.0% | Reduced |
| Monterey Private Wealth, Inc. | 845 | $318.5K | 0.14% | +2+0.2% | Added |
| Francis Financial, Inc. | 851 | $320.7K | 0.14% | 00.0% | Unchanged |
| Golden State Equity Partners | 851 | $320.8K | 0.08% | +16+1.9% | Added |
| Hoylecohen, LLC | 853 | $321.5K | 0.03% | 00.0% | Unchanged |
| Granite FO LLC | 855 | $322.2K | 0.22% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 861 | $324.3K | 0.14% | +72+9.1% | Added |
| Parsons Capital Management Inc | 861 | $324.5K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 861 | $325.0K | 0.06% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 870 | $327.8K | 0.23% | −13−1.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 871 | $328.3K | 0.30% | +871 | New |
| Fort Pitt Capital Group, LLC | 872 | $328.6K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 877 | $330.5K | 0.02% | +163+22.8% | Added |
| Van Hulzen Asset Management, LLC | 881 | $332.0K | 0.02% | +881 | New |
| One River Asset Management, LLC | 881 | $332.0K | 0.10% | +881 | New |
| MidWestOne Financial Group, Inc. | 886 | $333.9K | 0.06% | 00.0% | Unchanged |
| Old National Bancorp | 890 | $335.4K | 0.01% | +177+24.8% | Added |
| Mather Group, LLC. | 894 | $336.9K | 0.01% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 897 | $338.1K | 0.05% | −50−5.3% | Reduced |
| Alesco Advisors LLC | 900 | $339.2K | 0.01% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 900 | $339.2K | 0.04% | 00.0% | Unchanged |
| Element Wealth, LLC | 907 | $341.8K | 0.21% | −133−12.8% | Reduced |
| WNY Asset Management, LLC | 913 | $344.1K | 0.06% | −99−9.8% | Reduced |
| Meridian Management Co | 890 | $344.2K | 0.10% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 919 | $346.4K | 0.06% | −10−1.1% | Reduced |
| Fulcrum Equity Management | 920 | $346.7K | 0.43% | +920 | New |
| Chemistry Wealth Management LLC | 921 | $347.1K | 0.10% | 00.0% | Unchanged |
| Unionview, LLC | 922 | $347.4K | 0.31% | +5+0.5% | Added |
| W Advisors, LLC | 925 | $348.6K | 0.26% | 00.0% | Unchanged |
| Franklin Resources Inc | 926 | $349.0K | 0.00% | −50−5.1% | Reduced |
| Donaldson Capital Management, LLC | 927 | $349.4K | 0.02% | +927 | New |
| Hutchinson Capital Management | 931 | $350.9K | 0.08% | −69−6.9% | Reduced |
| Liberty Wealth Management LLC | 934 | $352.0K | 0.08% | +1+0.1% | Added |
| LBMC Investment Advisors, LLC | 935 | $352.2K | 0.03% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 935 | $352.5K | 0.31% | −14−1.5% | Reduced |
| Strategic Wealth Partners Group LLC | 933 | $352.5K | 0.04% | +2+0.2% | Added |
| AllSquare Wealth Management LLC | 936 | $352.8K | 0.22% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 942 | $355.2K | 0.13% | +942 | New |
| Coldstream Capital Management Inc | 944 | $355.8K | 0.01% | −356−27.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 942 | $355.8K | 0.03% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 945 | $356.1K | 0.22% | 00.0% | Unchanged |
| PFG Advisors | 946 | $356.5K | 0.03% | −679−41.8% | Reduced |
| Sierra Capital LLC | 955 | $360.0K | 0.05% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 960 | $362.0K | 0.10% | +1+0.1% | Added |
| WealthShield Partners, LLC | 963 | $363.7K | 0.06% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 972 | $366.4K | 0.08% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 983 | $370.3K | 0.09% | +4+0.4% | Added |
| Warner Financial, Inc | 999 | $376.0K | 0.21% | +1+0.1% | Added |
| Parisi Gray Wealth Management | 999 | $376.5K | 0.15% | −10−1.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,000 | $376.9K | 0.10% | 00.0% | Unchanged |
| Successful Portfolios LLC | 1,000 | $376.9K | 0.28% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 1,000 | $376.9K | 0.02% | +1,000 | New |
| Parallel Advisors, LLC | 1,001 | $377.1K | 0.01% | −24−2.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,013 | $382.0K | 0.02% | +1,013 | New |
| Kellett Schaffner Wealth Advisors LLC | 1,021 | $384.9K | 0.29% | −735−41.9% | Reduced |
| SkyOak Wealth, LLC | 1,022 | $385.2K | 0.10% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,022 | $385.3K | 0.01% | −59−5.5% | Reduced |
| Carret Asset Management, LLC | 1,022 | $385.3K | 0.05% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,025 | $386.3K | 0.01% | +159+18.4% | Added |
| Clifford Swan Investment Counsel LLC | 1,027 | $387.1K | 0.02% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 1,029 | $387.8K | 0.39% | +1,029 | New |
| Rosenblum Silverman Sutton S F Inc | 1,037 | $390.8K | 0.12% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1,040 | $391.9K | 0.01% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,040 | $391.9K | 0.26% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,049 | $395.3K | 0.09% | −232−18.1% | Reduced |
| Aaron Wealth Advisors | 1,052 | $396.5K | 0.07% | 00.0% | Unchanged |