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 |
|---|---|---|---|---|---|
| Arvest Trust Co N A | 6,367 | $2.40M | 0.14% | −64−1.0% | Reduced |
| Lowery Thomas, LLC | 6,335 | $2.39M | 2.05% | −2,981−32.0% | Reduced |
| Lakeview Capital Partners, LLC | 6,331 | $2.39M | 0.42% | +1,517+31.5% | Added |
| Keystone Financial Group | 6,314 | $2.38M | 0.41% | −194−3.0% | Reduced |
| Sunbelt Securities, Inc. | 6,256 | $2.36M | 0.30% | +166+2.7% | Added |
| Global Retirement Partners, LLC | 6,309 | $2.36M | 0.10% | +390+6.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 6,224 | $2.35M | 0.05% | +813+15.0% | Added |
| Davenport & Co LLC | 6,208 | $2.34M | 0.02% | −120−1.9% | Reduced |
| Apexium Financial, LP | 6,151 | $2.32M | 0.17% | +1,012+19.7% | Added |
| HB Wealth Management, LLC | 6,094 | $2.30M | 0.03% | +30.0% | Added |
| Heritage Wealth Partners, LLC | 6,086 | $2.29M | 4.68% | −1,256−17.1% | Reduced |
| Monograph Wealth Advisors, LLC | 6,041 | $2.28M | 0.41% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 5,951 | $2.24M | 0.77% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 5,904 | $2.23M | 0.00% | +5,904 | New |
| Connectus Wealth, LLC | 5,883 | $2.22M | 0.05% | −129−2.1% | Reduced |
| Morningstar Investment Services LLC | 5,837 | $2.20M | 0.01% | +2,886+97.8% | Added |
| Crumly & Associates Inc. | 5,830 | $2.20M | 0.64% | −11,525−66.4% | Reduced |
| LexAurum Advisors, LLC | 5,784 | $2.18M | 0.57% | +187+3.3% | Added |
| MAI Capital Management | 5,769 | $2.17M | 0.03% | −47−0.8% | Reduced |
| Triumph Capital Management | 5,755 | $2.17M | 0.92% | −118−2.0% | Reduced |
| Bank Hapoalim BM | 5,728 | $2.16M | 0.30% | −254−4.2% | Reduced |
| Madison Park Capital Advisors, LLC | 5,722 | $2.16M | 2.08% | +5,722 | New |
| Capital Advisors, Ltd. LLC | 5,720 | $2.16M | 0.30% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 5,697 | $2.15M | 0.70% | −144−2.5% | Reduced |
| Integrated Advisors Network LLC | 5,663 | $2.13M | 0.12% | −18−0.3% | Reduced |
| Fifth Third Bancorp | 5,643 | $2.13M | 0.01% | +1,286+29.5% | Added |
| Asset Dedication, LLC | 5,617 | $2.12M | 0.17% | +7+0.1% | Added |
| Synovus Financial Corp | 5,573 | $2.10M | 0.03% | −867−13.5% | Reduced |
| RMR Wealth Builders | 5,490 | $2.07M | 0.29% | −2,221−28.8% | Reduced |
| 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 |
| KCM Investment Advisors LLC | 5,316 | $2.00M | 0.08% | +1,703+47.1% | Added |
| Edge Capital Group, LLC | 5,259 | $1.98M | 0.11% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 5,254 | $1.98M | 1.90% | +5,254 | New |
| South State Corp. | 5,208 | $1.96M | 0.17% | −10.0% | Reduced |
| Second Half Financial Partners, LLC | 5,144 | $1.94M | 0.96% | −64−1.2% | Reduced |
| Jefferies Financial Group Inc. | 5,014 | $1.89M | 0.03% | +1,851+58.5% | Added |
| American State Bank (Iowa) | 4,992 | $1.88M | 1.20% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,957 | $1.87M | 0.26% | +4,957 | New |
| Advisory Alpha, LLC | 4,929 | $1.86M | 0.09% | −97−1.9% | Reduced |
| Keybank National Association | 4,910 | $1.85M | 0.01% | −435−8.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 4,840 | $1.82M | 0.09% | 00.0% | Unchanged |
| Scotia Capital Inc. | 4,820 | $1.82M | 0.01% | −793−14.1% | Reduced |
| Intrepid Financial Planning Group LLC | 4,814 | $1.81M | 0.87% | −106−2.2% | Reduced |
| Greenfield Savings Bank | 4,781 | $1.80M | 1.04% | +112+2.4% | Added |
| Gray Wealth Management Inc. | 4,757 | $1.79M | 0.87% | −354−6.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 4,693 | $1.77M | 0.05% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,680 | $1.76M | 0.14% | −3,499−42.8% | Reduced |
| Pathstone Holdings, LLC | 4,663 | $1.76M | 0.01% | +4,663 | New |
| Essex Financial Services, Inc. | 4,613 | $1.74M | 0.18% | −34−0.7% | Reduced |
| Two Sigma Investments, LP | 4,550 | $1.71M | 0.00% | +1,750+62.5% | Added |
| Embree Financial Group | 4,543 | $1.71M | 0.36% | +4,543 | New |
| NWF Advisory Services Inc. | 4,527 | $1.71M | 0.34% | +119+2.7% | Added |
| Mission Wealth Management, LP | 4,506 | $1.70M | 0.06% | +386+9.4% | Added |
| Ancora Advisors, LLC | 4,478 | $1.69M | 0.04% | −79−1.7% | Reduced |
| CPR Investments Inc. | 4,423 | $1.67M | 1.62% | +1,530+52.9% | Added |
| WealthBridge Capital Management, LLC | 4,416 | $1.66M | 0.62% | −39−0.9% | Reduced |
| CAPROCK Group, Inc. | 4,405 | $1.66M | 0.11% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 4,357 | $1.64M | 0.60% | +4,357 | New |
| Country Club Bank | 4,240 | $1.60M | 0.12% | +35+0.8% | Added |
| Alta Wealth Advisors LLC | 4,236 | $1.60M | 0.89% | −29−0.7% | Reduced |
| Patton Albertson Miller Group, LLC | 4,220 | $1.59M | 0.27% | −103−2.4% | Reduced |
| CoreCap Advisors, LLC | 4,201 | $1.58M | 0.10% | +1,618+62.6% | Added |
| Fifth Third Securities, Inc. | 4,174 | $1.58M | 0.16% | +173+4.3% | Added |
| Cambridge Advisors Inc. | 4,180 | $1.58M | 0.40% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 4,167 | $1.57M | 1.13% | −565−11.9% | Reduced |
| Capital Investment Advisory Services, LLC | 4,163 | $1.57M | 0.15% | −78−1.8% | Reduced |
| Lincoln National Corp | 4,162 | $1.57M | 0.03% | +66+1.6% | Added |
| Centennial Bank | 4,150 | $1.56M | 0.93% | +900+27.7% | Added |
| Apriem Advisors | 4,150 | $1.56M | 0.21% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 4,124 | $1.55M | 0.88% | −9,369−69.4% | Reduced |
| NBT Bank N A | 4,022 | $1.52M | 0.12% | +100+2.5% | Added |
| Purus Wealth Management, LLC | 4,016 | $1.51M | 0.88% | −5−0.1% | Reduced |
| Lake Street Advisors Group, LLC | 3,995 | $1.51M | 0.08% | +3,995 | New |
| Balyasny Asset Management LLC | 4,000 | $1.51M | 0.00% | −14,186−78.0% | Reduced |
| Ashford Advisors, LLC | 4,000 | $1.51M | 0.42% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,996 | $1.51M | 0.15% | −670−14.4% | Reduced |
| Centaurus Financial, Inc. | 3,986 | $1.50M | 0.11% | +60+1.5% | Added |
| Csenge Advisory Group | 3,967 | $1.49M | 0.09% | +46+1.2% | Added |
| Kovack Advisors, Inc. | 3,961 | $1.49M | 0.18% | +785+24.7% | Added |
| Jackson Hole Capital Partners, LLC | 3,955 | $1.49M | 0.38% | +10+0.3% | Added |
| Stokes Family Office, LLC | 3,953 | $1.49M | 0.20% | −752−16.0% | Reduced |
| American Financial & Tax Strategies Inc | 3,938 | $1.48M | 0.85% | +3,938 | New |
| Tocqueville Asset Management L.P. | 3,920 | $1.48M | 0.03% | +70+1.8% | Added |
| TCG Advisory Services, LLC | 3,918 | $1.48M | 0.10% | +2,657+210.7% | Added |
| Leo Wealth, LLC | 3,910 | $1.47M | 0.15% | +3,910 | New |
| Sugarloaf Wealth Management, LLC | 3,907 | $1.47M | 0.35% | −2,803−41.8% | Reduced |
| Community Trust & Investment Co | 3,900 | $1.47M | 0.11% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 3,865 | $1.46M | 0.05% | −288−6.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 3,860 | $1.45M | 0.40% | +42+1.1% | Added |
| Epic Trust Investment Advisors, LLC | 3,858 | $1.45M | 1.95% | −135−3.4% | Reduced |
| Connecticut Wealth Management, LLC | 3,831 | $1.44M | 0.08% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 3,815 | $1.44M | 0.71% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3,809 | $1.44M | 0.23% | −737−16.2% | Reduced |
| Sovereign Financial Group, Inc. | 3,800 | $1.43M | 0.44% | +1,764+86.6% | Added |
| Joel Isaacson & Co., LLC | 3,788 | $1.43M | 0.09% | +122+3.3% | Added |
| Signature Securities Group Corporation | 3,776 | $1.43M | 0.45% | +230+6.5% | Added |
| Prudential PLC | 3,780 | $1.42M | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 3,779 | $1.42M | 0.09% | +94+2.6% | Added |
| Vontobel Holding Ltd. | 3,777 | $1.42M | 0.01% | −1,028−21.4% | Reduced |