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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 2,141 | $806.9K | 0.03% | −4−0.2% | Reduced |
| Selective Wealth Management, Inc. | 2,163 | $810.0K | 0.41% | −107−4.7% | Reduced |
| Blackston Financial Advisory Group, LLC | 2,160 | $814.0K | 0.52% | −857−28.4% | Reduced |
| Pegasus Asset Management, Inc. | 2,160 | $814.0K | 0.35% | −75−3.4% | Reduced |
| Garrison Point Advisors, LLC | 2,188 | $824.7K | 0.58% | +6+0.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,191 | $826.0K | 0.02% | +649+42.1% | Added |
| Merit Financial Group, LLC | 2,194 | $826.7K | 0.03% | −1,673−43.3% | Reduced |
| WBH Advisory Inc | 2,201 | $829.3K | 0.09% | −97−4.2% | Reduced |
| Sage Capital Management, LLC | 2,204 | $830.6K | 0.50% | +2,204 | New |
| Pacific Financial Group Inc | 2,212 | $833.6K | 0.62% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 2,228 | $839.6K | 0.14% | −76−3.3% | Reduced |
| Headlands Technologies LLC | 2,259 | $851.3K | 0.25% | +1,562+224.1% | Added |
| JT Stratford LLC | 2,276 | $857.8K | 0.20% | +91+4.2% | Added |
| Clearstead Advisors, LLC | 2,287 | $861.9K | 0.05% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,295 | $865.0K | 0.18% | +10.0% | Added |
| HBK Sorce Advisory LLC | 2,300 | $866.9K | 0.03% | −121−5.0% | Reduced |
| Zhang Financial LLC | 2,303 | $867.9K | 0.07% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 2,309 | $870.0K | 0.20% | −29−1.2% | Reduced |
| GYL Financial Synergies, LLC | 2,312 | $871.3K | 0.07% | +50+2.2% | Added |
| American Planning Services, Inc. | 2,323 | $875.5K | 0.67% | −481−17.2% | Reduced |
| First City Capital Management, Inc. | 2,337 | $880.7K | 0.51% | −4−0.2% | Reduced |
| We Are One Seven, LLC | 2,349 | $885.4K | 0.05% | −460−16.4% | Reduced |
| Roman Butler Fullerton & Co | 2,338 | $891.0K | 0.35% | +2,338 | New |
| Alliancebernstein L.P. | 2,373 | $894.3K | 0.00% | +110+4.9% | Added |
| Sandy Spring Bank | 2,391 | $901.2K | 0.04% | +5+0.2% | Added |
| Strategic Blueprint, LLC | 2,393 | $902.0K | 0.07% | −10.0% | Reduced |
| Financial Alternatives, Inc | 2,395 | $902.6K | 0.76% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 2,401 | $904.9K | 0.46% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 2,409 | $907.9K | 0.23% | +1,573+188.2% | Added |
| Moors & Cabot, Inc. | 2,422 | $912.7K | 0.06% | −13−0.5% | Reduced |
| Kelman-Lazarov, Inc. | 2,426 | $914.3K | 0.20% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,443 | $915.4K | 0.11% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 2,444 | $921.1K | 0.83% | −90−3.6% | Reduced |
| Northwest Financial Advisors | 2,446 | $921.9K | 0.78% | +2,446 | New |
| JDM Financial Group LLC | 2,448 | $922.4K | 0.77% | +4+0.2% | Added |
| Nuveen Asset Management, LLC | 2,450 | $923.3K | 0.00% | +2,450 | New |
| Belpointe Asset Management LLC | 2,458 | $926.3K | 0.08% | −104−4.1% | Reduced |
| United Capital Financial Advisers, LLC | 2,488 | $937.6K | 0.01% | −1,522−38.0% | Reduced |
| Financial Futures Ltd Liability Co. | 2,491 | $938.9K | 0.71% | +1,292+107.8% | Added |
| Private Portfolio Partners LLC | 2,503 | $943.3K | 0.22% | +5+0.2% | Added |
| Boston Private Wealth LLC | 2,513 | $947.1K | 0.02% | −563−18.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 2,517 | $948.5K | 0.35% | −2,855−53.1% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 2,518 | $948.9K | 0.42% | +2,518 | New |
| Jacobi Capital Management LLC | 2,522 | $950.4K | 0.10% | +466+22.7% | Added |
| Citizens & Northern Corp | 2,543 | $958.4K | 0.34% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,556 | $963.2K | 0.05% | +88+3.6% | Added |
| Well Done, LLC | 2,563 | $965.9K | 0.19% | +1,390+118.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,575 | $970.3K | 0.19% | −1,333−34.1% | Reduced |
| Visionary Wealth Advisors | 2,579 | $972.0K | 0.07% | +438+20.5% | Added |
| Lazard Asset Management LLC | 2,585 | $974.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,587 | $975.0K | 0.08% | +2,587 | New |
| Advanced Asset Management Advisors Inc | 2,605 | $981.8K | 0.23% | +73+2.9% | Added |
| Peoples Bank | 2,611 | $984.0K | 0.79% | −279−9.7% | Reduced |
| Kingsview Wealth Management, LLC | 2,629 | $990.9K | 0.03% | −1,455−35.6% | Reduced |
| Fort Point Capital Partners LLC | 2,662 | $1.00M | 0.15% | −10.0% | Reduced |
| Tompkins Financial Corp | 2,685 | $1.01M | 0.12% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,691 | $1.01M | 0.04% | 00.0% | Unchanged |
| Imprint Wealth LLC | 2,673 | $1.02M | 0.82% | +2,673 | New |
| Lane & Associates LLC | 2,705 | $1.02M | 0.74% | −63−2.3% | Reduced |
| Grandview Asset Management LLC | 2,756 | $1.04M | 0.55% | −594−17.7% | Reduced |
| Banta Asset Management LP | 2,757 | $1.04M | 1.24% | −403−12.8% | Reduced |
| Telemus Capital, LLC | 2,762 | $1.04M | 0.09% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 2,785 | $1.05M | 0.10% | −125−4.3% | Reduced |
| ZWJ Investment Counsel Inc | 2,790 | $1.05M | 0.05% | +2,045+274.5% | Added |
| Wealthfront Advisers LLC | 2,791 | $1.05M | 0.00% | +1,040+59.4% | Added |
| Samalin Investment Counsel, LLC | 2,796 | $1.05M | 0.53% | +2,091+296.6% | Added |
| First PREMIER Bank | 2,800 | $1.05M | 0.30% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 2,800 | $1.06M | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 2,801 | $1.06M | 0.04% | −73−2.5% | Reduced |
| Adviser Investments LLC | 2,827 | $1.07M | 0.02% | +291+11.5% | Added |
| Financial Advocates Investment Management | 2,831 | $1.07M | 0.07% | +41+1.5% | Added |
| Smith, Moore & Co. | 2,863 | $1.08M | 0.13% | −48−1.6% | Reduced |
| Mayflower Financial Advisors, LLC | 2,885 | $1.09M | 0.15% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,894 | $1.09M | 0.02% | −1,268−30.5% | Reduced |
| Eagle Capital Management, LLC | 2,915 | $1.10M | 0.54% | −102−3.4% | Reduced |
| Castle Rock Wealth Management, LLC | 2,970 | $1.11M | 0.34% | +74+2.6% | Added |
| Iams Wealth Management, LLC | 2,947 | $1.11M | 0.72% | +60+2.1% | Added |
| Wealth Management Partners, LLC | 2,958 | $1.11M | 0.62% | 00.0% | Unchanged |
| Balboa Wealth Partners | 2,960 | $1.12M | 0.37% | −161−5.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,967 | $1.12M | 0.55% | −266−8.2% | Reduced |
| USA Financial Portformulas Corp | 2,968 | $1.12M | 0.20% | +1,817+157.9% | Added |
| Modera Wealth Management, LLC | 2,981 | $1.12M | 0.02% | +349+13.3% | Added |
| Proequities, Inc. | 2,979 | $1.12M | 0.08% | +1,347+82.5% | Added |
| Assetmark, Inc | 2,989 | $1.13M | 0.00% | +2,921+4,295.6% | Added |
| Coppell Advisory Solutions LLC | 3,005 | $1.13M | 0.23% | +2,682+830.3% | Added |
| BluePointe Capital Management, LLC | 3,006 | $1.14M | 0.86% | +3,006 | New |
| Northern Capital Management, Inc. | 3,023 | $1.14M | 1.02% | +10.0% | Added |
| Ieq Capital, LLC | 3,029 | $1.14M | 0.02% | −1,362−31.0% | Reduced |
| Wintrust Investments LLC | 3,044 | $1.15M | 0.11% | +1,041+52.0% | Added |
| Perigon Wealth Management, LLC | 3,044 | $1.15M | 0.04% | −38−1.2% | Reduced |
| CRA Financial Services, LLC | 3,056 | $1.15M | 0.28% | +16+0.5% | Added |
| Magnus Financial Group LLC | 3,087 | $1.16M | 0.15% | +116+3.9% | Added |
| Round Rock Advisors, LLC | 3,116 | $1.17M | 0.30% | +526+20.3% | Added |
| Tiaa Trust, National Association | 3,125 | $1.18M | 0.00% | +302+10.7% | Added |
| Raymond James Trust N.A. | 3,125 | $1.18M | 0.03% | +9+0.3% | Added |
| Q3 Asset Management | 3,150 | $1.19M | 0.30% | +3,150 | New |
| Central Trust Co | 3,187 | $1.20M | 0.03% | +121+3.9% | Added |
| NewEdge Wealth, LLC | 3,188 | $1.20M | 0.03% | +3,188 | New |
| Fortune Financial Advisors, LLC | 3,192 | $1.20M | 0.84% | −331−9.4% | Reduced |
| Hilltop Holdings Inc. | 3,197 | $1.20M | 0.14% | +424+15.3% | Added |