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 |
|---|---|---|---|---|---|
| Pinnacle Family Advisors, LLC | 13,616 | $5.13M | 3.02% | +10,452+330.3% | Added |
| Thoroughbred Financial Services, LLC | 13,528 | $5.10M | 0.41% | −11−0.1% | Reduced |
| Brookstone Capital Management | 13,515 | $5.09M | 0.10% | −23,284−63.3% | Reduced |
| Coastwise Capital Group, LLC | 13,508 | $5.09M | 5.19% | +5,628+71.4% | Added |
| Pettinga Financial Advisors, LLC | 13,479 | $5.08M | 1.36% | −375−2.7% | Reduced |
| Cowa, LLC | 13,419 | $5.06M | 3.15% | −226−1.7% | Reduced |
| Lido Advisors, LLC | 13,164 | $4.97M | 0.05% | −2,993−18.5% | Reduced |
| One Capital Management, LLC | 13,158 | $4.96M | 0.20% | +13,158 | New |
| Truepoint, Inc. | 13,108 | $4.94M | 0.14% | −1,838−12.3% | Reduced |
| American National Bank | 13,052 | $4.92M | 0.77% | −203−1.5% | Reduced |
| Miracle Mile Advisors, LLC | 13,019 | $4.91M | 0.13% | +417+3.3% | Added |
| Mission Creek Capital Partners, Inc. | 12,997 | $4.90M | 1.26% | +19+0.1% | Added |
| Christopher J. Hasenberg, Inc | 12,994 | $4.90M | 2.73% | +12,994 | New |
| Venture Visionary Partners LLC | 12,992 | $4.90M | 0.26% | −144−1.1% | Reduced |
| Neuberger Berman Group LLC | 12,887 | $4.86M | 0.00% | +1,303+11.2% | Added |
| Guardian Asset Advisors, LLC | 12,611 | $4.75M | 4.46% | +12,611 | New |
| Vivid Wealth Management, LLC | 12,573 | $4.74M | 3.22% | +12,573 | New |
| IFG Advisors, LLC | 12,542 | $4.73M | 1.39% | −60.0% | Reduced |
| Edgestream Partners, L.P. | 12,487 | $4.71M | 0.34% | +2,404+23.8% | Added |
| Advisors Management Group Inc | 12,461 | $4.70M | 1.28% | −105−0.8% | Reduced |
| Nwam LLC | 12,391 | $4.67M | 0.38% | −341−2.7% | Reduced |
| Greenwich Wealth Management LLC | 12,356 | $4.66M | 0.46% | +446+3.7% | Added |
| Brown Advisory Inc | 12,315 | $4.64M | 0.01% | −2,339−16.0% | Reduced |
| Group One Trading, L.P. | 12,262 | $4.62M | 0.15% | −853−6.5% | Reduced |
| Montag A & Associates Inc | 12,200 | $4.61M | 0.26% | −92−0.7% | Reduced |
| Miller Investment Management, LP | 12,010 | $4.53M | 0.64% | +12,010 | New |
| Bay Rivers Group | 11,995 | $4.52M | 2.84% | −10−0.1% | Reduced |
| Transcend Wealth Collective, LLC | 11,850 | $4.47M | 0.40% | +5,157+77.1% | Added |
| Thrivent Financial for Lutherans | 11,841 | $4.46M | 0.01% | +5,392+83.6% | Added |
| Great Valley Advisor Group, Inc. | 11,674 | $4.40M | 0.15% | −628−5.1% | Reduced |
| Tortoise Investment Management, LLC | 11,592 | $4.37M | 0.59% | −146−1.2% | Reduced |
| Moneta Group Investment Advisors LLC | 11,246 | $4.24M | 0.08% | +1,401+14.2% | Added |
| Narwhal Capital Management | 11,080 | $4.18M | 0.46% | 00.0% | Unchanged |
| Camden Capital, LLC | 10,915 | $4.11M | 0.42% | +2,007+22.5% | Added |
| Brighton Jones LLC | 10,847 | $4.09M | 0.17% | +1,206+12.5% | Added |
| Insigneo Advisory Services, LLC | 10,665 | $4.03M | 0.57% | +4,844+83.2% | Added |
| Foundations Investment Advisors, LLC | 10,442 | $4.02M | 0.11% | −6,805−39.5% | Reduced |
| Tufton Capital Management | 10,257 | $3.87M | 0.81% | −980−8.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 9,583 | $3.61M | 0.13% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 9,393 | $3.54M | 1.66% | +227+2.5% | Added |
| Harvest Investment Services, LLC | 9,393 | $3.54M | 1.63% | +6,520+226.9% | Added |
| Man Group plc | 9,355 | $3.53M | 0.01% | +9,355 | New |
| Stelac Advisory Services LLC | 9,340 | $3.52M | 1.90% | +460+5.2% | Added |
| GFS Advisors, LLC | 9,269 | $3.49M | 0.51% | +90+1.0% | Added |
| Schnieders Capital Management LLC | 9,256 | $3.49M | 0.77% | −222−2.3% | Reduced |
| IHT Wealth Management, LLC | 9,096 | $3.43M | 0.15% | +3,959+77.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,813 | $3.31M | 0.04% | −2,035−18.8% | Reduced |
| US Bancorp | 8,601 | $3.24M | 0.00% | −321−3.6% | Reduced |
| Focus Financial Network Inc | 8,501 | $3.20M | 0.12% | +8,501 | New |
| Qube Research & Technologies Ltd | 8,374 | $3.16M | 0.01% | −77,086−90.2% | Reduced |
| BKD Wealth Advisors, LLC | 8,344 | $3.14M | 0.09% | −380−4.4% | Reduced |
| Summit Wealth Partners, LLC | 8,316 | $3.13M | 0.73% | −11−0.1% | Reduced |
| Novak & Powell Financial Services, Inc. | 8,313 | $3.13M | 2.09% | +8,313 | New |
| Sharp Financial Services, LLC | 8,290 | $3.12M | 3.39% | +8,290 | New |
| Western Wealth Management, LLC | 8,285 | $3.12M | 0.23% | −673−7.5% | Reduced |
| Caldwell Trust Co | 8,240 | $3.11M | 0.39% | −32−0.4% | Reduced |
| Fortune 45 LLC | 8,212 | $3.09M | 2.83% | −28−0.3% | Reduced |
| Kaizen Financial Strategies | 8,186 | $3.08M | 2.35% | +326+4.1% | Added |
| Level Four Advisory Services, LLC | 8,137 | $3.07M | 0.17% | +3,883+91.3% | Added |
| Buckingham Strategic Wealth, LLC | 8,044 | $3.03M | 0.04% | −29−0.4% | Reduced |
| Win Advisors, Inc | 8,036 | $3.03M | 1.37% | +8,036 | New |
| Advisor Resource Council | 7,994 | $3.01M | 0.35% | +2,451+44.2% | Added |
| Meridian Investment Counsel Inc. | 7,854 | $2.96M | 1.02% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 7,803 | $2.92M | 1.66% | −420−5.1% | Reduced |
| Foresight Capital Management Advisors, Inc. | 7,620 | $2.87M | 2.94% | +7,620 | New |
| CWM, LLC | 7,556 | $2.85M | 0.02% | +2,492+49.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 7,505 | $2.83M | 0.35% | +10.0% | Added |
| Founders Financial Alliance, LLC | 7,496 | $2.82M | 1.10% | +122+1.7% | Added |
| Pensionmark Financial Group, LLC | 7,477 | $2.82M | 0.37% | +4,813+180.7% | Added |
| CIBC Private Wealth Group, LLC | 7,389 | $2.78M | 0.01% | +2,737+58.8% | Added |
| StoneX Group Inc. | 7,374 | $2.77M | 0.28% | −266−3.5% | Reduced |
| FSC Wealth Advisors, LLC | 7,341 | $2.77M | 2.03% | +7,341 | New |
| Hudock, Inc. | 7,283 | $2.75M | 0.59% | −363−4.7% | Reduced |
| International Assets Investment Management, LLC | 7,239 | $2.73M | 0.35% | +307+4.4% | 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 |
| Fingerlakes Wealth Management, Inc. | 7,134 | $2.69M | 2.89% | +136+1.9% | Added |
| TrueWealth Advisors, LLC | 7,134 | $2.69M | 1.04% | −1,145−13.8% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 7,117 | $2.68M | 1.44% | −19−0.3% | Reduced |
| Paulson Wealth Management Inc. | 7,096 | $2.67M | 0.86% | −392−5.2% | Reduced |
| Spire Wealth Management | 7,058 | $2.67M | 0.09% | −4,847−40.7% | Reduced |
| Arvest Investments, Inc. | 7,057 | $2.66M | 0.43% | +7,057 | New |
| JTC Employer Solutions Trusteee Ltd | 6,981 | $2.63M | 0.24% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 6,982 | $2.63M | 1.37% | +6,982 | New |
| First Horizon Advisors, Inc. | 6,973 | $2.63M | 0.09% | −491−6.6% | Reduced |
| Eaton Financial Holdings Company, LLC | 6,901 | $2.60M | 0.63% | +429+6.6% | Added |
| BigSur Wealth Management LLC | 6,884 | $2.60M | 1.24% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,861 | $2.59M | 0.06% | −230−3.2% | Reduced |
| SNS Financial Group, LLC | 6,774 | $2.56M | 0.30% | −566−7.7% | Reduced |
| Objective Capital Management, LLC | 6,744 | $2.54M | 1.94% | +148+2.2% | Added |
| Quadcap Wealth Management, LLC | 6,732 | $2.54M | 0.66% | +6,732 | New |
| Huntington National Bank | – | $2.53M | 0.02% | – | – |
| Savant Capital, LLC | 6,633 | $2.50M | 0.03% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 6,600 | $2.49M | 0.09% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 6,585 | $2.48M | 0.38% | +141+2.2% | Added |
| SignalPoint Asset Management, LLC | 6,564 | $2.47M | 0.73% | −27−0.4% | Reduced |
| BTS Asset Management, Inc. | 6,540 | $2.47M | 1.86% | +6,540 | New |
| Grimes & Company, Inc. | 6,465 | $2.44M | 0.08% | +1,194+22.7% | Added |
| Asset Allocation Strategies LLC | 6,403 | $2.42M | 0.94% | +397+6.6% | Added |
| Wealthspire Advisors, LLC | 6,403 | $2.41M | 0.03% | −237−3.6% | Reduced |