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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 4,957 | $1.87M | 0.26% | +4,957 | New |
| American State Bank (Iowa) | 4,992 | $1.88M | 1.20% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 5,014 | $1.89M | 0.03% | +1,851+58.5% | Added |
| Second Half Financial Partners, LLC | 5,144 | $1.94M | 0.96% | −64−1.2% | Reduced |
| South State Corp. | 5,208 | $1.96M | 0.17% | −10.0% | Reduced |
| Seamount Financial Group Inc | 5,254 | $1.98M | 1.90% | +5,254 | New |
| Edge Capital Group, LLC | 5,259 | $1.98M | 0.11% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 5,316 | $2.00M | 0.08% | +1,703+47.1% | Added |
| Brinker Capital Investments, LLC | 5,413 | $2.04M | 0.02% | −2,867−34.6% | Reduced |
| Orion Portfolio Solutions, LLC | 5,413 | $2.04M | 0.02% | −2,867−34.6% | Reduced |
| RMR Wealth Builders | 5,490 | $2.07M | 0.29% | −2,221−28.8% | Reduced |
| Synovus Financial Corp | 5,573 | $2.10M | 0.03% | −867−13.5% | Reduced |
| Asset Dedication, LLC | 5,617 | $2.12M | 0.17% | +7+0.1% | Added |
| Fifth Third Bancorp | 5,643 | $2.13M | 0.01% | +1,286+29.5% | Added |
| Integrated Advisors Network LLC | 5,663 | $2.13M | 0.12% | −18−0.3% | Reduced |
| Windsor Capital Management, LLC | 5,697 | $2.15M | 0.70% | −144−2.5% | Reduced |
| Capital Advisors, Ltd. LLC | 5,720 | $2.16M | 0.30% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 5,722 | $2.16M | 2.08% | +5,722 | New |
| Bank Hapoalim BM | 5,728 | $2.16M | 0.30% | −254−4.2% | Reduced |
| Triumph Capital Management | 5,755 | $2.17M | 0.92% | −118−2.0% | Reduced |
| MAI Capital Management | 5,769 | $2.17M | 0.03% | −47−0.8% | Reduced |
| LexAurum Advisors, LLC | 5,784 | $2.18M | 0.57% | +187+3.3% | Added |
| Crumly & Associates Inc. | 5,830 | $2.20M | 0.64% | −11,525−66.4% | Reduced |
| Morningstar Investment Services LLC | 5,837 | $2.20M | 0.01% | +2,886+97.8% | Added |
| Connectus Wealth, LLC | 5,883 | $2.22M | 0.05% | −129−2.1% | Reduced |
| D. E. Shaw & Co., Inc. | 5,904 | $2.23M | 0.00% | +5,904 | New |
| St. Clair Advisors, LLC | 5,951 | $2.24M | 0.77% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 6,041 | $2.28M | 0.41% | 00.0% | Unchanged |
| Heritage Wealth Partners, LLC | 6,086 | $2.29M | 4.68% | −1,256−17.1% | Reduced |
| HB Wealth Management, LLC | 6,094 | $2.30M | 0.03% | +30.0% | Added |
| Apexium Financial, LP | 6,151 | $2.32M | 0.17% | +1,012+19.7% | Added |
| Davenport & Co LLC | 6,208 | $2.34M | 0.02% | −120−1.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 6,224 | $2.35M | 0.05% | +813+15.0% | Added |
| Global Retirement Partners, LLC | 6,309 | $2.36M | 0.10% | +390+6.6% | Added |
| Sunbelt Securities, Inc. | 6,256 | $2.36M | 0.30% | +166+2.7% | Added |
| Keystone Financial Group | 6,314 | $2.38M | 0.41% | −194−3.0% | Reduced |
| Lakeview Capital Partners, LLC | 6,331 | $2.39M | 0.42% | +1,517+31.5% | Added |
| Lowery Thomas, LLC | 6,335 | $2.39M | 2.05% | −2,981−32.0% | Reduced |
| Arvest Trust Co N A | 6,367 | $2.40M | 0.14% | −64−1.0% | Reduced |
| Wealthspire Advisors, LLC | 6,403 | $2.41M | 0.03% | −237−3.6% | Reduced |
| Asset Allocation Strategies LLC | 6,403 | $2.42M | 0.94% | +397+6.6% | Added |
| Grimes & Company, Inc. | 6,465 | $2.44M | 0.08% | +1,194+22.7% | Added |
| BTS Asset Management, Inc. | 6,540 | $2.47M | 1.86% | +6,540 | New |
| SignalPoint Asset Management, LLC | 6,564 | $2.47M | 0.73% | −27−0.4% | Reduced |
| Guardian Wealth Advisors, LLC | 6,585 | $2.48M | 0.38% | +141+2.2% | Added |
| Heritage Investors Management Corp | 6,600 | $2.49M | 0.09% | 00.0% | Unchanged |
| Savant Capital, LLC | 6,633 | $2.50M | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | – | $2.53M | 0.02% | – | – |
| Quadcap Wealth Management, LLC | 6,732 | $2.54M | 0.66% | +6,732 | New |
| Objective Capital Management, LLC | 6,744 | $2.54M | 1.94% | +148+2.2% | Added |
| SNS Financial Group, LLC | 6,774 | $2.56M | 0.30% | −566−7.7% | Reduced |
| Advisory Services Network, LLC | 6,861 | $2.59M | 0.06% | −230−3.2% | Reduced |
| BigSur Wealth Management LLC | 6,884 | $2.60M | 1.24% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 6,901 | $2.60M | 0.63% | +429+6.6% | Added |
| First Horizon Advisors, Inc. | 6,973 | $2.63M | 0.09% | −491−6.6% | Reduced |
| Cambridge Financial Group, LLC | 6,982 | $2.63M | 1.37% | +6,982 | New |
| JTC Employer Solutions Trusteee Ltd | 6,981 | $2.63M | 0.24% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 7,057 | $2.66M | 0.43% | +7,057 | New |
| Spire Wealth Management | 7,058 | $2.67M | 0.09% | −4,847−40.7% | Reduced |
| Paulson Wealth Management Inc. | 7,096 | $2.67M | 0.86% | −392−5.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 7,117 | $2.68M | 1.44% | −19−0.3% | Reduced |
| TrueWealth Advisors, LLC | 7,134 | $2.69M | 1.04% | −1,145−13.8% | Reduced |
| Fingerlakes Wealth Management, Inc. | 7,134 | $2.69M | 2.89% | +136+1.9% | Added |
| InterOcean Capital Group, LLC | 7,159 | $2.70M | 0.07% | +439+6.5% | Added |
| Letson Investment Management, Inc. | 7,159 | $2.70M | 1.25% | +7,159 | New |
| International Assets Investment Management, LLC | 7,239 | $2.73M | 0.35% | +307+4.4% | Added |
| Hudock, Inc. | 7,283 | $2.75M | 0.59% | −363−4.7% | Reduced |
| FSC Wealth Advisors, LLC | 7,341 | $2.77M | 2.03% | +7,341 | New |
| StoneX Group Inc. | 7,374 | $2.77M | 0.28% | −266−3.5% | Reduced |
| CIBC Private Wealth Group, LLC | 7,389 | $2.78M | 0.01% | +2,737+58.8% | Added |
| Pensionmark Financial Group, LLC | 7,477 | $2.82M | 0.37% | +4,813+180.7% | Added |
| Founders Financial Alliance, LLC | 7,496 | $2.82M | 1.10% | +122+1.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 7,505 | $2.83M | 0.35% | +10.0% | Added |
| CWM, LLC | 7,556 | $2.85M | 0.02% | +2,492+49.2% | Added |
| Foresight Capital Management Advisors, Inc. | 7,620 | $2.87M | 2.94% | +7,620 | New |
| Autumn Glory Partners, LLC | 7,803 | $2.92M | 1.66% | −420−5.1% | Reduced |
| Meridian Investment Counsel Inc. | 7,854 | $2.96M | 1.02% | 00.0% | Unchanged |
| Advisor Resource Council | 7,994 | $3.01M | 0.35% | +2,451+44.2% | Added |
| Win Advisors, Inc | 8,036 | $3.03M | 1.37% | +8,036 | New |
| Buckingham Strategic Wealth, LLC | 8,044 | $3.03M | 0.04% | −29−0.4% | Reduced |
| Level Four Advisory Services, LLC | 8,137 | $3.07M | 0.17% | +3,883+91.3% | Added |
| Kaizen Financial Strategies | 8,186 | $3.08M | 2.35% | +326+4.1% | Added |
| Fortune 45 LLC | 8,212 | $3.09M | 2.83% | −28−0.3% | Reduced |
| Caldwell Trust Co | 8,240 | $3.11M | 0.39% | −32−0.4% | Reduced |
| Western Wealth Management, LLC | 8,285 | $3.12M | 0.23% | −673−7.5% | Reduced |
| Sharp Financial Services, LLC | 8,290 | $3.12M | 3.39% | +8,290 | New |
| Novak & Powell Financial Services, Inc. | 8,313 | $3.13M | 2.09% | +8,313 | New |
| Summit Wealth Partners, LLC | 8,316 | $3.13M | 0.73% | −11−0.1% | Reduced |
| BKD Wealth Advisors, LLC | 8,344 | $3.14M | 0.09% | −380−4.4% | Reduced |
| Qube Research & Technologies Ltd | 8,374 | $3.16M | 0.01% | −77,086−90.2% | Reduced |
| Focus Financial Network Inc | 8,501 | $3.20M | 0.12% | +8,501 | New |
| US Bancorp | 8,601 | $3.24M | 0.00% | −321−3.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,813 | $3.31M | 0.04% | −2,035−18.8% | Reduced |
| IHT Wealth Management, LLC | 9,096 | $3.43M | 0.15% | +3,959+77.1% | Added |
| Schnieders Capital Management LLC | 9,256 | $3.49M | 0.77% | −222−2.3% | Reduced |
| GFS Advisors, LLC | 9,269 | $3.49M | 0.51% | +90+1.0% | Added |
| Stelac Advisory Services LLC | 9,340 | $3.52M | 1.90% | +460+5.2% | Added |
| Man Group plc | 9,355 | $3.53M | 0.01% | +9,355 | New |
| Harvest Investment Services, LLC | 9,393 | $3.54M | 1.63% | +6,520+226.9% | Added |
| Wall Street Access Asset Management, LLC | 9,393 | $3.54M | 1.66% | +227+2.5% | Added |