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 |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 1,509 | $568.0K | 0.19% | +431+40.0% | Added |
| Zacks Investment Management | 1,512 | $569.7K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,514 | $572.4K | 0.03% | +10+0.7% | Added |
| Oxford Financial Group Ltd | 1,519 | $572.5K | 0.04% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 1,519 | $572.5K | 0.08% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 1,521 | $573.2K | 0.45% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,523 | $574.0K | 0.10% | −946−38.3% | Reduced |
| Opinicus Capital, Inc. | 1,524 | $574.3K | 0.59% | +1,524 | New |
| Eagle Rock Investment Company, LLC | 1,525 | $574.7K | 0.12% | 00.0% | Unchanged |
| First Financial Corp | 1,532 | $577.3K | 0.29% | +11+0.7% | Added |
| McAdam, LLC | 1,540 | $580.4K | 0.04% | +69+4.7% | Added |
| Geneos Wealth Management Inc. | 1,548 | $583.5K | 0.03% | +41+2.7% | Added |
| Cypress Wealth Services, LLC | 1,559 | $587.5K | 0.15% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,559 | $587.6K | 0.01% | −5−0.3% | Reduced |
| Johnson Financial Group, Inc. | 1,556 | $587.7K | 0.03% | −15−1.0% | Reduced |
| Redwood Financial Network Corp | 1,564 | $589.6K | 0.57% | −15−0.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,569 | $591.3K | 0.03% | 00.0% | Unchanged |
| West Tower Group, LLC | 1,571 | $592.1K | 1.20% | +1,209+334.0% | Added |
| KG&L Capital Management,LLC | 1,572 | $592.5K | 0.25% | +456+40.9% | Added |
| Burney Co | 1,573 | $592.8K | 0.02% | +157+11.1% | Added |
| Trust Co of Vermont | 1,582 | $596.2K | 0.04% | −163−9.3% | Reduced |
| Sage Capital Advisors,llc | 1,595 | $601.2K | 0.19% | +7+0.4% | Added |
| WMS Partners, LLC | 1,602 | $603.7K | 0.04% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 1,605 | $604.9K | 0.16% | 00.0% | Unchanged |
| Etfidea, LLC | 1,613 | $607.9K | 0.23% | −188−10.4% | Reduced |
| XML Financial, LLC | 1,615 | $608.7K | 0.06% | +833+106.5% | Added |
| Dumont & Blake Investment Advisors LLC | 1,619 | $610.0K | 0.19% | −12−0.7% | Reduced |
| Per Stirling Capital Management, LLC. | 1,630 | $614.1K | 0.11% | +2+0.1% | Added |
| Carnegie Capital Asset Management, LLC | 1,631 | $614.5K | 0.02% | −178−9.8% | Reduced |
| Sheets Smith Wealth Management | 1,638 | $617.3K | 0.09% | 00.0% | Unchanged |
| Enzi Wealth | 1,619 | $619.8K | 0.30% | −104−6.0% | Reduced |
| Banque Pictet & Cie SA | 1,250 | $621.4K | 0.01% | −1,320−51.4% | Reduced |
| D L Carlson Investment Group Inc | 1,601 | $621.5K | 0.13% | −73−4.4% | Reduced |
| Quantum Private Wealth, LLC | 1,652 | $622.6K | 0.26% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 1,655 | $624.0K | 0.16% | 00.0% | Unchanged |
| Private Trust Co NA | 1,658 | $624.9K | 0.07% | −133−7.4% | Reduced |
| Consolidated Capital Management, LLC | 1,660 | $625.6K | 0.33% | −97−5.5% | Reduced |
| Burns J W & Co Inc | 1,678 | $632.4K | 0.09% | 00.0% | Unchanged |
| Meritage Portfolio Management | 1,681 | $634.0K | 0.04% | −324−16.2% | Reduced |
| Stonebrook Private Inc. | 1,692 | $637.7K | 0.21% | +1,692 | New |
| Gratus Capital LLC | 1,700 | $640.7K | 0.04% | +30+1.8% | Added |
| RSM US Wealth Management LLC | 1,702 | $641.4K | 0.02% | +540+46.5% | Added |
| Capital Advisors Inc | 1,711 | $644.7K | 0.01% | −17−1.0% | Reduced |
| Bensler, LLC | 1,711 | $644.9K | 0.11% | −54−3.1% | Reduced |
| Colony Group, LLC | 1,715 | $646.0K | 0.01% | +1,715 | New |
| All Season Financial Advisors, Inc. | 1,718 | $647.5K | 0.55% | +1,718 | New |
| Jaffetilchin Investment Partners, LLC | 1,722 | $648.9K | 0.06% | −70−3.9% | Reduced |
| Sage Advisors, LLC | 1,726 | $650.5K | 0.65% | +1,726 | New |
| Toroso Investments, LLC | 1,733 | $653.1K | 0.02% | −470−21.3% | Reduced |
| Fogel Capital Management, Inc. | 1,688 | $653.8K | 0.50% | +1,688 | New |
| Signal Advisors Wealth, LLC | 1,732 | $654.2K | 0.23% | +1,732 | New |
| ICA Group Wealth Management, LLC | 1,744 | $657.3K | 0.15% | −60−3.3% | Reduced |
| Global Financial Private Client, LLC | 1,761 | $663.7K | 0.31% | −32−1.8% | Reduced |
| First Hawaiian Bank | 1,762 | $664.0K | 0.02% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,773 | $668.3K | 0.02% | +164+10.2% | Added |
| Sax Wealth Advisors, LLC | 1,782 | $671.4K | 0.11% | +1+0.1% | Added |
| Hobbs Group Advisors, LLC | 1,786 | $672.9K | 0.30% | +1,786 | New |
| Destination Wealth Management | 1,793 | $675.8K | 0.02% | +301+20.2% | Added |
| Howard Wealth Management, LLC | 1,830 | $689.7K | 0.58% | +23+1.3% | Added |
| Capital Performance Advisors LLP | 1,832 | $690.6K | 0.30% | +102+5.9% | Added |
| Denver Wealth Management, Inc. | 1,839 | $693.2K | 0.39% | −101−5.2% | Reduced |
| Sterling Investment Counsel, LLC | 1,845 | $695.2K | 0.35% | −112−5.7% | Reduced |
| Howe & Rusling Inc | 1,851 | $697.6K | 0.07% | −237−11.4% | Reduced |
| Lodestar Private Asset Management LLC | 1,852 | $698.0K | 0.11% | −40−2.1% | Reduced |
| Stevard, LLC | 1,859 | $700.6K | 0.69% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,869 | $704.5K | 0.03% | −18−1.0% | Reduced |
| OMNI 360 Wealth, Inc. | 1,875 | $706.6K | 0.66% | +1,875 | New |
| 180 Wealth Advisors, LLC | 1,875 | $707.2K | 0.14% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,881 | $709.0K | 0.03% | +36+2.0% | Added |
| Valeo Financial Advisors, LLC | 1,894 | $713.8K | 0.03% | −85−4.3% | Reduced |
| L.M. Kohn & Company | 1,894 | $713.8K | 0.23% | +53+2.9% | Added |
| Regal Investment Advisors LLC | 1,907 | $718.6K | 0.05% | +122+6.8% | Added |
| Evercore Wealth Management, LLC | 1,912 | $720.6K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,916 | $722.1K | 0.14% | +108+6.0% | Added |
| Fagan Associates, Inc. | 1,936 | $729.6K | 0.16% | −143−6.9% | Reduced |
| United Bank | 1,944 | $732.6K | 0.09% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 1,950 | $735.2K | 0.07% | −117−5.7% | Reduced |
| Mutual Advisors, LLC | 1,955 | $736.8K | 0.03% | −10,967−84.9% | Reduced |
| Compass Wealth Management LLC | 1,959 | $738.3K | 0.21% | 00.0% | Unchanged |
| American Investment Services, Inc. | 1,967 | $741.5K | 0.14% | +9+0.5% | Added |
| SOL Capital Management CO | 1,980 | $746.0K | 0.10% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 1,982 | $747.1K | 0.07% | +235+13.5% | Added |
| Koshinski Asset Management, Inc. | 1,985 | $748.1K | 0.11% | +579+41.2% | Added |
| Cambridge Trust Co | 1,989 | $749.6K | 0.03% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 2,000 | $753.7K | 0.17% | 00.0% | Unchanged |
| Romano Brothers and Company | 2,002 | $754.5K | 0.11% | −10−0.5% | Reduced |
| Cim, LLC | 1,940 | $757.6K | 0.12% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 2,038 | $768.1K | 0.00% | 00.0% | Unchanged |
| True North Advisors, LLC | 2,053 | $773.8K | 0.20% | +5+0.2% | Added |
| Tudor Investment Corp Et Al | 2,056 | $774.8K | 0.01% | −788−27.7% | Reduced |
| Prelude Capital Management, LLC | 2,070 | $780.1K | 0.07% | 00.0% | Unchanged |
| Gordian Advisors LLC | 2,082 | $784.8K | 0.77% | +2,082 | New |
| Banque Cantonale Vaudoise | 2,086 | $787.0K | 0.03% | +1,175+129.0% | Added |
| AdvisorNet Financial, Inc | 2,111 | $795.5K | 0.07% | −77−3.5% | Reduced |
| JFS Wealth Advisors, LLC | 2,111 | $795.7K | 0.07% | 00.0% | Unchanged |
| First National Trust Co | 2,118 | $798.2K | 0.04% | +1,110+110.1% | Added |
| Compagnie Lombard Odier SCmA | 2,130 | $802.7K | 0.01% | +1,830+610.0% | Added |
| Archetype Wealth Partners | 2,133 | $804.0K | 0.15% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 2,141 | $806.9K | 0.47% | +10.0% | Added |
| Sawtooth Solutions, LLC | 2,141 | $806.9K | 0.02% | −4−0.2% | Reduced |