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 |
|---|---|---|---|---|---|
| Penobscot Investment Management Company, Inc. | 1,055 | $397.6K | 0.05% | −50−4.5% | Reduced |
| Holderness Investments Co | 1,060 | $399.4K | 0.11% | +11+1.0% | Added |
| Crewe Advisors LLC | 1,061 | $399.9K | 0.06% | 00.0% | Unchanged |
| Agf Management Ltd | 1,065 | $401.4K | 0.00% | −500−31.9% | Reduced |
| Continuum Advisory, LLC | 1,080 | $407.0K | 0.06% | −677−38.5% | Reduced |
| CenterStar Asset Management, LLC | 1,082 | $407.7K | 0.42% | +1,082 | New |
| Vivaldi Capital Management, LLC | 1,065 | $407.7K | 0.12% | −46−4.1% | Reduced |
| Aprio Wealth Management, LLC | 1,086 | $409.3K | 0.09% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,087 | $409.7K | 0.06% | +368+51.2% | Added |
| Zimmermann Investment Management & Planning LLC | 1,089 | $410.4K | 0.17% | −2,755−71.7% | Reduced |
| Noesis Capital Mangement Corp | 1,092 | $411.4K | 0.10% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 1,092 | $411.5K | 0.05% | +91+9.1% | Added |
| Abbrea Capital, LLC | 1,091 | $412.0K | 0.06% | 00.0% | Unchanged |
| Windham Capital Management, LLC | 1,099 | $414.1K | 0.15% | +6+0.5% | Added |
| Cullinan Associates Inc | 1,100 | $414.6K | 0.02% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,104 | $416.2K | 0.07% | +85+8.3% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 1,108 | $417.6K | 0.27% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 1,121 | $422.5K | 0.13% | +426+61.3% | Added |
| Executive Wealth Management, LLC | 1,123 | $423.6K | 0.04% | −37−3.2% | Reduced |
| Collaborative Wealth Managment Inc. | 1,124 | $423.6K | 0.23% | −129−10.3% | Reduced |
| Soundwatch Capital LLC | 1,126 | $424.4K | 0.20% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,126 | $424.4K | 0.26% | +10+0.9% | Added |
| Athena Investment Management | 1,133 | $427.0K | 0.28% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 1,135 | $427.7K | 0.06% | +1,135 | New |
| Saxon Interests, Inc. | 1,135 | $427.9K | 0.21% | +302+36.3% | Added |
| Greenleaf Trust | 1,140 | $429.6K | 0.00% | +98+9.4% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1,147 | $431.9K | 0.09% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 1,150 | $433.4K | 0.05% | +1,150 | New |
| Pacific Center for Financial Services | 1,161 | $437.5K | 0.14% | +1+0.1% | Added |
| Plancorp, LLC | 1,162 | $437.9K | 0.02% | +5+0.4% | Added |
| Olistico Wealth, LLC | 1,165 | $439.0K | 0.34% | +3+0.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,155 | $440.5K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1,171 | $441.1K | 0.05% | +2+0.2% | Added |
| American Trust | 1,171 | $441.4K | 0.03% | +26+2.3% | Added |
| Resources Investment Advisors, LLC. | 1,178 | $444.1K | 0.01% | +123+11.7% | Added |
| TCTC Holdings, LLC | 1,180 | $444.7K | 0.02% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 1,184 | $446.2K | 0.18% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 1,192 | $449.2K | 0.05% | +1,192 | New |
| Strait & Sound Wealth Management LLC | 1,208 | $450.2K | 0.28% | +110+10.0% | Added |
| SageView Advisory Group, LLC | 1,173 | $451.0K | 0.02% | −19−1.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,199 | $452.0K | 0.27% | −70−5.5% | Reduced |
| Private Capital Management, LLC | 1,200 | $452.2K | 0.05% | 00.0% | Unchanged |
| Financial Counselors Inc | 1,205 | $454.1K | 0.01% | −20−1.6% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,211 | $456.4K | 0.10% | +1,211 | New |
| TNF LLC | 1,195 | $458.1K | 0.18% | +3+0.3% | Added |
| Keystone Wealth Services, LLC | 1,217 | $458.7K | 0.16% | −450−27.0% | Reduced |
| Annapolis Financial Services, LLC | 1,224 | $461.3K | 0.12% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $465.4K | 0.00% | – | New |
| AlphaQ Advisors LLC | 1,237 | $466.4K | 0.32% | +1,237 | New |
| Acas, LLC | 1,253 | $472.2K | 0.54% | 00.0% | Unchanged |
| Founders Capital Management | 1,254 | $472.7K | 0.34% | +218+21.0% | Added |
| BIP Wealth, LLC | 1,257 | $473.7K | 0.04% | −50−3.8% | Reduced |
| Silver Oak Securities, Inc | 1,260 | $475.0K | 0.06% | +1,010+404.0% | Added |
| BNC Wealth Management, LLC | 1,270 | $478.7K | 0.23% | −7−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,274 | $480.1K | 0.04% | +2+0.2% | Added |
| Howard Capital Management Inc. | 1,275 | $480.5K | 0.06% | +1,275 | New |
| TBH Global Asset Management, LLC | 1,278 | $481.6K | 0.10% | −50−3.8% | Reduced |
| Grassi Investment Management | 1,278 | $482.0K | 0.05% | +2+0.2% | Added |
| Weaver Consulting Group | 1,279 | $482.2K | 0.20% | 00.0% | Unchanged |
| Diversified, LLC | 1,280 | $482.4K | 0.10% | +3+0.2% | Added |
| Lindbrook Capital, LLC | 1,287 | $485.1K | 0.05% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,288 | $485.4K | 0.09% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,300 | $490.0K | 0.26% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,301 | $490.3K | 0.00% | +432+49.7% | Added |
| High Net Worth Advisory Group LLC | 1,303 | $491.3K | 0.18% | −94−6.7% | Reduced |
| Alpha Cubed Investments, LLC | 1,308 | $492.9K | 0.03% | +129+10.9% | Added |
| Wedmont Private Capital | 1,312 | $494.5K | 0.04% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 1,321 | $497.8K | 0.35% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1,320 | $499.1K | 0.21% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 1,332 | $502.0K | 0.14% | −46−3.3% | Reduced |
| Principal Securities, Inc. | 1,334 | $502.7K | 0.02% | +1,334 | New |
| Peak Asset Management, LLC | 1,340 | $505.0K | 0.11% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,341 | $505.5K | 0.34% | +4+0.3% | Added |
| Monument Capital Management | 1,345 | $506.9K | 0.16% | +1,345 | New |
| Narus Financial Partners, LLC | 1,355 | $510.7K | 0.25% | −25−1.8% | Reduced |
| Orrstown Financial Services Inc | 1,358 | $511.8K | 0.41% | +1,358 | New |
| Salem Investment Counselors Inc | 1,361 | $514.1K | 0.02% | −321−19.1% | Reduced |
| Traphagen Investment Advisors LLC | 1,368 | $515.5K | 0.06% | +1+0.1% | Added |
| Old Second National Bank of Aurora | 1,370 | $516.3K | 0.14% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 1,371 | $516.7K | 0.32% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,377 | $518.9K | 0.05% | +216+18.6% | Added |
| O'Shaughnessy Asset Management, LLC | 1,385 | $522.0K | 0.01% | +313+29.2% | Added |
| Chesley Taft & Associates LLC | 1,386 | $522.3K | 0.03% | +1,386 | New |
| Court Place Advisors, LLC | 1,394 | $525.4K | 0.17% | 00.0% | Unchanged |
| Vigilare Wealth Management | 1,396 | $526.2K | 0.27% | −969−41.0% | Reduced |
| Financial Engines Advisors L.L.C. | 1,396 | $527.3K | 0.00% | +559+66.8% | Added |
| Vishria Bird Financial Group, LLC | 1,401 | $528.0K | 0.25% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,403 | $528.7K | 0.23% | −42−2.9% | Reduced |
| Financial Guidance Group, Inc. | 1,406 | $529.9K | 0.37% | −65−4.4% | Reduced |
| Donald L. Hagan, LLC | 1,407 | $530.3K | 0.29% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 1,420 | $535.2K | 0.33% | +535+60.5% | Added |
| WPWealth LLP | 1,436 | $541.4K | 0.17% | 00.0% | Unchanged |
| Summit X, LLC | 1,439 | $542.7K | 0.15% | +20+1.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,445 | $544.6K | 0.34% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 1,462 | $551.0K | 0.14% | 00.0% | Unchanged |
| Consolidated Planning Corp | 1,490 | $561.5K | 0.10% | −49−3.2% | Reduced |
| Allie Family Office LLC | 1,492 | $562.7K | 0.39% | −570−27.6% | Reduced |
| Ballentine Partners, LLC | 1,502 | $566.1K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 1,500 | $566.6K | 0.30% | −1,500−50.0% | Reduced |
| Arcadia Wealth Management, LLC | 1,507 | $568.0K | 0.39% | +8+0.5% | Added |