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; 1,458 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 | 1,458 | $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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 400 | $150.9K | 0.01% | +45+12.7% | Added |
| Edmond de Rothschild Holding S.A. | 399 | $150.4K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 390 | $147.0K | 0.07% | +2+0.5% | Added |
| BOK Financial Private Wealth, Inc. | 386 | $145.8K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 385 | $144.9K | 0.05% | +2+0.5% | Added |
| CoreFirst Bank & Trust | 370 | $139.4K | 0.09% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 369 | $139.1K | 0.02% | +2+0.5% | Added |
| HM Payson & Co | 360 | $135.7K | 0.00% | −360−50.0% | Reduced |
| Creative Financial Designs Inc | 356 | $134.1K | 0.01% | −82−18.7% | Reduced |
| BFSG, LLC | 341 | $128.5K | 0.02% | +341 | New |
| Mark Sheptoff Financial Planning, LLC | 340 | $128.1K | 0.08% | +250+277.8% | Added |
| Trust Co | 337 | $127.0K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 329 | $124.0K | 0.01% | +329 | New |
| Nomura Asset Management Co Ltd | 328 | $123.6K | 0.00% | −808−71.1% | Reduced |
| Tradition Wealth Management, LLC | 326 | $123.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 326 | $122.9K | 0.04% | +1+0.3% | Added |
| Plante Moran Financial Advisors, LLC | 322 | $121.4K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 311 | $117.0K | 0.05% | +61+24.4% | Added |
| Anchor Investment Management, LLC | 310 | $116.8K | 0.01% | +7+2.3% | Added |
| Harbor Investment Advisory, LLC | 302 | $113.8K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $113.1K | 0.06% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 300 | $113.0K | 0.02% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 289 | $110.4K | 0.06% | +289 | New |
| ZRC Wealth Management, LLC | 323 | $108.2K | 0.06% | 00.0% | Unchanged |
| Union Savings Bank | 270 | $101.8K | 0.06% | −46−14.6% | Reduced |
| Aspect Partners, LLC | 269 | $101.4K | 0.07% | +269 | New |
| Bogart Wealth, LLC | 255 | $96.2K | 0.01% | −18−6.6% | Reduced |
| Pinnacle Bancorp, Inc. | 250 | $94.2K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 250 | $94.2K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 240 | $90.4K | 0.01% | −25−9.4% | Reduced |
| Sound Income Strategies, LLC | 239 | $90.2K | 0.01% | +202+545.9% | Added |
| Bell Investment Advisors, Inc | 234 | $88.0K | 0.02% | +23+10.9% | Added |
| Armstrong Advisory Group, Inc | 230 | $86.7K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 218 | $82.0K | 0.00% | −18−7.6% | Reduced |
| Brown Brothers Harriman & Co | 215 | $81.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 210 | $79.1K | 0.01% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 200 | $77.3K | 0.06% | +200 | New |
| Fortis Group Advisors, LLC | 200 | $75.4K | 0.02% | +100+100.0% | Added |
| NewSquare Capital LLC | 188 | $70.9K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 174 | $65.7K | 0.00% | −108−38.3% | Reduced |
| Tucker Asset Management LLC | 171 | $64.4K | 0.02% | −38−18.2% | Reduced |
| St Germain D J Co Inc | 166 | $62.6K | 0.00% | +26+18.6% | Added |
| Key Financial Inc | 163 | $61.4K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 163 | $61.3K | 0.02% | −17−9.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 162 | $61.1K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 160 | $60.3K | 0.02% | +60+60.0% | Added |
| Missouri Trust & Investment Co | 159 | $59.9K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 157 | $59.3K | 0.02% | +1+0.6% | Added |
| Truvestments Capital LLC | 157 | $59.1K | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 154 | $57.0K | 0.00% | −95−38.2% | Reduced |
| Toth Financial Advisory Corp | 150 | $56.7K | 0.01% | 00.0% | Unchanged |
| Avestar Capital, LLC | 150 | $56.5K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 150 | $56.5K | 0.02% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 145 | $54.6K | 0.02% | +90+163.6% | Added |
| FSA Wealth Management LLC | 141 | $53.0K | 0.03% | +141 | New |
| Concord Wealth Partners | 139 | $52.5K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 135 | $50.9K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 135 | $50.9K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 130 | $49.0K | 0.01% | +130 | New |
| Retirement Group, LLC | 126 | $47.4K | 0.02% | +1+0.8% | Added |
| Farmers & Merchants Investments Inc | 125 | $47.1K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 125 | $47.1K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 124 | $46.7K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 120 | $45.2K | 0.03% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 117 | $44.1K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 114 | $43.1K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 110 | $41.5K | 0.01% | +88+400.0% | Added |
| Brown, Lisle/Cummings, Inc. | 108 | $40.7K | 0.02% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 104 | $39.7K | 0.03% | +104 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 103 | $38.8K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 103 | $38.6K | 0.01% | +1+1.0% | Added |
| Prestige Wealth Management Group LLC | 102 | $38.5K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 100 | $37.7K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 100 | $37.7K | 0.02% | +100 | New |
| Planning Capital Management Corp | 98 | $36.8K | 0.03% | +98 | New |
| Davis Capital Management | 93 | $35.0K | 0.03% | +93 | New |
| Coston, McIsaac & Partners | 91 | $34.0K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 100 | $33.1K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 79 | $29.7K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 74 | $27.9K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 66 | $24.9K | 0.01% | 00.0% | Unchanged |
| Provence Wealth Management Group | 66 | $24.9K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 60 | $22.6K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 59 | $22.3K | 0.00% | −3−4.8% | Reduced |
| Horrell Capital Management, Inc. | 56 | $21.0K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 55 | $20.6K | 0.01% | +55 | New |
| Versant Capital Management, Inc | 53 | $20.0K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 52 | $19.6K | 0.02% | +52 | New |
| Deane Retirement Strategies, Inc. | 50 | $18.8K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 50 | $18.8K | 0.01% | +50 | New |
| Carmichael Hill & Associates, Inc. | 49 | $18.5K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 48 | $18.0K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 44 | $16.6K | 0.01% | +15+51.7% | Added |
| Quadrant Capital Group LLC | 44 | $16.6K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 44 | $16.6K | 0.00% | +44 | New |
| DHJJ Financial Advisors, Ltd. | 42 | $15.7K | 0.01% | +2+5.0% | Added |
| Nalls Sherbakoff Group, LLC | 40 | $15.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 40 | $15.1K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 40 | $15.1K | 0.01% | +40 | New |
| VitalStone Financial, LLC | 39 | $15.0K | 0.01% | 00.0% | Unchanged |