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 |
|---|---|---|---|---|---|
| Financial Futures Ltd Liability Co. | 2,491 | $938.9K | 0.71% | +1,292+107.8% | Added |
| United Capital Financial Advisers, LLC | 2,488 | $937.6K | 0.01% | −1,522−38.0% | Reduced |
| Belpointe Asset Management LLC | 2,458 | $926.3K | 0.08% | −104−4.1% | Reduced |
| Nuveen Asset Management, LLC | 2,450 | $923.3K | 0.00% | +2,450 | New |
| JDM Financial Group LLC | 2,448 | $922.4K | 0.77% | +4+0.2% | Added |
| Northwest Financial Advisors | 2,446 | $921.9K | 0.78% | +2,446 | New |
| Widmann Financial Services, Inc. | 2,444 | $921.1K | 0.83% | −90−3.6% | Reduced |
| SeaCrest Wealth Management, LLC | 2,443 | $915.4K | 0.11% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 2,426 | $914.3K | 0.20% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,422 | $912.7K | 0.06% | −13−0.5% | Reduced |
| Goldstone Financial Group, LLC | 2,409 | $907.9K | 0.23% | +1,573+188.2% | Added |
| First National Bank Sioux Falls | 2,401 | $904.9K | 0.46% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 2,395 | $902.6K | 0.76% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,393 | $902.0K | 0.07% | −10.0% | Reduced |
| Sandy Spring Bank | 2,391 | $901.2K | 0.04% | +5+0.2% | Added |
| Alliancebernstein L.P. | 2,373 | $894.3K | 0.00% | +110+4.9% | Added |
| Roman Butler Fullerton & Co | 2,338 | $891.0K | 0.35% | +2,338 | New |
| We Are One Seven, LLC | 2,349 | $885.4K | 0.05% | −460−16.4% | Reduced |
| First City Capital Management, Inc. | 2,337 | $880.7K | 0.51% | −4−0.2% | Reduced |
| American Planning Services, Inc. | 2,323 | $875.5K | 0.67% | −481−17.2% | Reduced |
| GYL Financial Synergies, LLC | 2,312 | $871.3K | 0.07% | +50+2.2% | Added |
| Kesler, Norman & Wride, LLC | 2,309 | $870.0K | 0.20% | −29−1.2% | Reduced |
| Zhang Financial LLC | 2,303 | $867.9K | 0.07% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,300 | $866.9K | 0.03% | −121−5.0% | Reduced |
| Duncker Streett & Co Inc | 2,295 | $865.0K | 0.18% | +10.0% | Added |
| Clearstead Advisors, LLC | 2,287 | $861.9K | 0.05% | 00.0% | Unchanged |
| JT Stratford LLC | 2,276 | $857.8K | 0.20% | +91+4.2% | Added |
| Headlands Technologies LLC | 2,259 | $851.3K | 0.25% | +1,562+224.1% | Added |
| Strategies Wealth Advisors, LLC | 2,228 | $839.6K | 0.14% | −76−3.3% | Reduced |
| Pacific Financial Group Inc | 2,212 | $833.6K | 0.62% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 2,204 | $830.6K | 0.50% | +2,204 | New |
| WBH Advisory Inc | 2,201 | $829.3K | 0.09% | −97−4.2% | Reduced |
| Merit Financial Group, LLC | 2,194 | $826.7K | 0.03% | −1,673−43.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,191 | $826.0K | 0.02% | +649+42.1% | Added |
| Garrison Point Advisors, LLC | 2,188 | $824.7K | 0.58% | +6+0.3% | Added |
| Pegasus Asset Management, Inc. | 2,160 | $814.0K | 0.35% | −75−3.4% | Reduced |
| Blackston Financial Advisory Group, LLC | 2,160 | $814.0K | 0.52% | −857−28.4% | Reduced |
| Selective Wealth Management, Inc. | 2,163 | $810.0K | 0.41% | −107−4.7% | Reduced |
| Sawtooth Solutions, LLC | 2,141 | $806.9K | 0.02% | −4−0.2% | Reduced |
| Bleakley Financial Group, LLC | 2,141 | $806.9K | 0.03% | −4−0.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 2,141 | $806.9K | 0.47% | +10.0% | Added |
| Archetype Wealth Partners | 2,133 | $804.0K | 0.15% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 2,130 | $802.7K | 0.01% | +1,830+610.0% | Added |
| First National Trust Co | 2,118 | $798.2K | 0.04% | +1,110+110.1% | Added |
| JFS Wealth Advisors, LLC | 2,111 | $795.7K | 0.07% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,111 | $795.5K | 0.07% | −77−3.5% | Reduced |
| Banque Cantonale Vaudoise | 2,086 | $787.0K | 0.03% | +1,175+129.0% | Added |
| Gordian Advisors LLC | 2,082 | $784.8K | 0.77% | +2,082 | New |
| Prelude Capital Management, LLC | 2,070 | $780.1K | 0.07% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 2,056 | $774.8K | 0.01% | −788−27.7% | Reduced |
| True North Advisors, LLC | 2,053 | $773.8K | 0.20% | +5+0.2% | Added |
| Glenmede Trust Co NA | 2,038 | $768.1K | 0.00% | 00.0% | Unchanged |
| Cim, LLC | 1,940 | $757.6K | 0.12% | 00.0% | Unchanged |
| Romano Brothers and Company | 2,002 | $754.5K | 0.11% | −10−0.5% | Reduced |
| Drexel Morgan & Co. | 2,000 | $753.7K | 0.17% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,989 | $749.6K | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,985 | $748.1K | 0.11% | +579+41.2% | Added |
| Beaumont Financial Advisors, LLC | 1,982 | $747.1K | 0.07% | +235+13.5% | Added |
| SOL Capital Management CO | 1,980 | $746.0K | 0.10% | 00.0% | Unchanged |
| American Investment Services, Inc. | 1,967 | $741.5K | 0.14% | +9+0.5% | Added |
| Compass Wealth Management LLC | 1,959 | $738.3K | 0.21% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,955 | $736.8K | 0.03% | −10,967−84.9% | Reduced |
| Good Life Advisors, LLC | 1,950 | $735.2K | 0.07% | −117−5.7% | Reduced |
| United Bank | 1,944 | $732.6K | 0.09% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,936 | $729.6K | 0.16% | −143−6.9% | Reduced |
| Fiduciary Alliance LLC | 1,916 | $722.1K | 0.14% | +108+6.0% | Added |
| Evercore Wealth Management, LLC | 1,912 | $720.6K | 0.01% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,907 | $718.6K | 0.05% | +122+6.8% | Added |
| Valeo Financial Advisors, LLC | 1,894 | $713.8K | 0.03% | −85−4.3% | Reduced |
| L.M. Kohn & Company | 1,894 | $713.8K | 0.23% | +53+2.9% | Added |
| Buckingham Strategic Partners | 1,881 | $709.0K | 0.03% | +36+2.0% | Added |
| 180 Wealth Advisors, LLC | 1,875 | $707.2K | 0.14% | 00.0% | Unchanged |
| OMNI 360 Wealth, Inc. | 1,875 | $706.6K | 0.66% | +1,875 | New |
| NorthCrest Asset Manangement, LLC | 1,869 | $704.5K | 0.03% | −18−1.0% | Reduced |
| Stevard, LLC | 1,859 | $700.6K | 0.69% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 1,852 | $698.0K | 0.11% | −40−2.1% | Reduced |
| Howe & Rusling Inc | 1,851 | $697.6K | 0.07% | −237−11.4% | Reduced |
| Sterling Investment Counsel, LLC | 1,845 | $695.2K | 0.35% | −112−5.7% | Reduced |
| Denver Wealth Management, Inc. | 1,839 | $693.2K | 0.39% | −101−5.2% | Reduced |
| Capital Performance Advisors LLP | 1,832 | $690.6K | 0.30% | +102+5.9% | Added |
| Howard Wealth Management, LLC | 1,830 | $689.7K | 0.58% | +23+1.3% | Added |
| Destination Wealth Management | 1,793 | $675.8K | 0.02% | +301+20.2% | Added |
| Hobbs Group Advisors, LLC | 1,786 | $672.9K | 0.30% | +1,786 | New |
| Sax Wealth Advisors, LLC | 1,782 | $671.4K | 0.11% | +1+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,773 | $668.3K | 0.02% | +164+10.2% | Added |
| First Hawaiian Bank | 1,762 | $664.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,761 | $663.7K | 0.31% | −32−1.8% | Reduced |
| ICA Group Wealth Management, LLC | 1,744 | $657.3K | 0.15% | −60−3.3% | Reduced |
| Signal Advisors Wealth, LLC | 1,732 | $654.2K | 0.23% | +1,732 | New |
| Fogel Capital Management, Inc. | 1,688 | $653.8K | 0.50% | +1,688 | New |
| Toroso Investments, LLC | 1,733 | $653.1K | 0.02% | −470−21.3% | Reduced |
| Sage Advisors, LLC | 1,726 | $650.5K | 0.65% | +1,726 | New |
| Jaffetilchin Investment Partners, LLC | 1,722 | $648.9K | 0.06% | −70−3.9% | Reduced |
| All Season Financial Advisors, Inc. | 1,718 | $647.5K | 0.55% | +1,718 | New |
| Colony Group, LLC | 1,715 | $646.0K | 0.01% | +1,715 | New |
| Bensler, LLC | 1,711 | $644.9K | 0.11% | −54−3.1% | Reduced |
| Capital Advisors Inc | 1,711 | $644.7K | 0.01% | −17−1.0% | Reduced |
| RSM US Wealth Management LLC | 1,702 | $641.4K | 0.02% | +540+46.5% | Added |
| Gratus Capital LLC | 1,700 | $640.7K | 0.04% | +30+1.8% | Added |
| Stonebrook Private Inc. | 1,692 | $637.7K | 0.21% | +1,692 | New |