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 |
|---|---|---|---|---|---|
| Meritage Portfolio Management | 1,681 | $634.0K | 0.04% | −324−16.2% | Reduced |
| Burns J W & Co Inc | 1,678 | $632.4K | 0.09% | 00.0% | Unchanged |
| Consolidated Capital Management, LLC | 1,660 | $625.6K | 0.33% | −97−5.5% | Reduced |
| Private Trust Co NA | 1,658 | $624.9K | 0.07% | −133−7.4% | Reduced |
| Eldridge Investment Advisors, Inc. | 1,655 | $624.0K | 0.16% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 1,652 | $622.6K | 0.26% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 1,601 | $621.5K | 0.13% | −73−4.4% | Reduced |
| Banque Pictet & Cie SA | 1,250 | $621.4K | 0.01% | −1,320−51.4% | Reduced |
| Enzi Wealth | 1,619 | $619.8K | 0.30% | −104−6.0% | Reduced |
| Sheets Smith Wealth Management | 1,638 | $617.3K | 0.09% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,631 | $614.5K | 0.02% | −178−9.8% | Reduced |
| Per Stirling Capital Management, LLC. | 1,630 | $614.1K | 0.11% | +2+0.1% | Added |
| Dumont & Blake Investment Advisors LLC | 1,619 | $610.0K | 0.19% | −12−0.7% | Reduced |
| XML Financial, LLC | 1,615 | $608.7K | 0.06% | +833+106.5% | Added |
| Etfidea, LLC | 1,613 | $607.9K | 0.23% | −188−10.4% | Reduced |
| Mattern Wealth Management LLC | 1,605 | $604.9K | 0.16% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,602 | $603.7K | 0.04% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 1,595 | $601.2K | 0.19% | +7+0.4% | Added |
| Trust Co of Vermont | 1,582 | $596.2K | 0.04% | −163−9.3% | Reduced |
| Burney Co | 1,573 | $592.8K | 0.02% | +157+11.1% | Added |
| KG&L Capital Management,LLC | 1,572 | $592.5K | 0.25% | +456+40.9% | Added |
| West Tower Group, LLC | 1,571 | $592.1K | 1.20% | +1,209+334.0% | Added |
| Cary Street Partner Investment Advisory LLC | 1,569 | $591.3K | 0.03% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 1,564 | $589.6K | 0.57% | −15−0.9% | Reduced |
| Johnson Financial Group, Inc. | 1,556 | $587.7K | 0.03% | −15−1.0% | Reduced |
| Capital Investment Advisors, LLC | 1,559 | $587.6K | 0.01% | −5−0.3% | Reduced |
| Cypress Wealth Services, LLC | 1,559 | $587.5K | 0.15% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,548 | $583.5K | 0.03% | +41+2.7% | Added |
| McAdam, LLC | 1,540 | $580.4K | 0.04% | +69+4.7% | Added |
| First Financial Corp | 1,532 | $577.3K | 0.29% | +11+0.7% | Added |
| Eagle Rock Investment Company, LLC | 1,525 | $574.7K | 0.12% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 1,524 | $574.3K | 0.59% | +1,524 | New |
| GPS Wealth Strategies Group, LLC | 1,523 | $574.0K | 0.10% | −946−38.3% | Reduced |
| Fidelity D & D Bancorp Inc | 1,521 | $573.2K | 0.45% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 1,519 | $572.5K | 0.08% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 1,519 | $572.5K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,514 | $572.4K | 0.03% | +10+0.7% | Added |
| Zacks Investment Management | 1,512 | $569.7K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,509 | $568.0K | 0.19% | +431+40.0% | Added |
| Arcadia Wealth Management, LLC | 1,507 | $568.0K | 0.39% | +8+0.5% | Added |
| Chelsea Counsel Co | 1,500 | $566.6K | 0.30% | −1,500−50.0% | Reduced |
| Ballentine Partners, LLC | 1,502 | $566.1K | 0.01% | 00.0% | Unchanged |
| Allie Family Office LLC | 1,492 | $562.7K | 0.39% | −570−27.6% | Reduced |
| Consolidated Planning Corp | 1,490 | $561.5K | 0.10% | −49−3.2% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 1,462 | $551.0K | 0.14% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,445 | $544.6K | 0.34% | 00.0% | Unchanged |
| Summit X, LLC | 1,439 | $542.7K | 0.15% | +20+1.4% | Added |
| WPWealth LLP | 1,436 | $541.4K | 0.17% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 1,420 | $535.2K | 0.33% | +535+60.5% | Added |
| Donald L. Hagan, LLC | 1,407 | $530.3K | 0.29% | 00.0% | Unchanged |
| Financial Guidance Group, Inc. | 1,406 | $529.9K | 0.37% | −65−4.4% | Reduced |
| Global Trust Asset Management, LLC | 1,403 | $528.7K | 0.23% | −42−2.9% | Reduced |
| Vishria Bird Financial Group, LLC | 1,401 | $528.0K | 0.25% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,396 | $527.3K | 0.00% | +559+66.8% | Added |
| Vigilare Wealth Management | 1,396 | $526.2K | 0.27% | −969−41.0% | Reduced |
| Court Place Advisors, LLC | 1,394 | $525.4K | 0.17% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 1,386 | $522.3K | 0.03% | +1,386 | New |
| O'Shaughnessy Asset Management, LLC | 1,385 | $522.0K | 0.01% | +313+29.2% | Added |
| Simon Quick Advisors, LLC | 1,377 | $518.9K | 0.05% | +216+18.6% | Added |
| Powers Advisory Group, LLC | 1,371 | $516.7K | 0.32% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,370 | $516.3K | 0.14% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,368 | $515.5K | 0.06% | +1+0.1% | Added |
| Salem Investment Counselors Inc | 1,361 | $514.1K | 0.02% | −321−19.1% | Reduced |
| Orrstown Financial Services Inc | 1,358 | $511.8K | 0.41% | +1,358 | New |
| Narus Financial Partners, LLC | 1,355 | $510.7K | 0.25% | −25−1.8% | Reduced |
| Monument Capital Management | 1,345 | $506.9K | 0.16% | +1,345 | New |
| LaSalle St. Investment Advisors, LLC | 1,341 | $505.5K | 0.34% | +4+0.3% | Added |
| Peak Asset Management, LLC | 1,340 | $505.0K | 0.11% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,334 | $502.7K | 0.02% | +1,334 | New |
| Bedell Frazier Investment Counseling, LLC | 1,332 | $502.0K | 0.14% | −46−3.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1,320 | $499.1K | 0.21% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 1,321 | $497.8K | 0.35% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,312 | $494.5K | 0.04% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,308 | $492.9K | 0.03% | +129+10.9% | Added |
| High Net Worth Advisory Group LLC | 1,303 | $491.3K | 0.18% | −94−6.7% | Reduced |
| Empower Advisory Group, LLC | 1,301 | $490.3K | 0.00% | +432+49.7% | Added |
| Hoxton Planning & Management, LLC | 1,300 | $490.0K | 0.26% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,288 | $485.4K | 0.09% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,287 | $485.1K | 0.05% | 00.0% | Unchanged |
| Diversified, LLC | 1,280 | $482.4K | 0.10% | +3+0.2% | Added |
| Weaver Consulting Group | 1,279 | $482.2K | 0.20% | 00.0% | Unchanged |
| Grassi Investment Management | 1,278 | $482.0K | 0.05% | +2+0.2% | Added |
| TBH Global Asset Management, LLC | 1,278 | $481.6K | 0.10% | −50−3.8% | Reduced |
| Howard Capital Management Inc. | 1,275 | $480.5K | 0.06% | +1,275 | New |
| EverSource Wealth Advisors, LLC | 1,274 | $480.1K | 0.04% | +2+0.2% | Added |
| BNC Wealth Management, LLC | 1,270 | $478.7K | 0.23% | −7−0.5% | Reduced |
| Silver Oak Securities, Inc | 1,260 | $475.0K | 0.06% | +1,010+404.0% | Added |
| BIP Wealth, LLC | 1,257 | $473.7K | 0.04% | −50−3.8% | Reduced |
| Founders Capital Management | 1,254 | $472.7K | 0.34% | +218+21.0% | Added |
| Acas, LLC | 1,253 | $472.2K | 0.54% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 1,237 | $466.4K | 0.32% | +1,237 | New |
| King Luther Capital Management Corp | – | $465.4K | 0.00% | – | New |
| Annapolis Financial Services, LLC | 1,224 | $461.3K | 0.12% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 1,217 | $458.7K | 0.16% | −450−27.0% | Reduced |
| TNF LLC | 1,195 | $458.1K | 0.18% | +3+0.3% | Added |
| Walkner Condon Financial Advisors LLC | 1,211 | $456.4K | 0.10% | +1,211 | New |
| Financial Counselors Inc | 1,205 | $454.1K | 0.01% | −20−1.6% | Reduced |
| Private Capital Management, LLC | 1,200 | $452.2K | 0.05% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,199 | $452.0K | 0.27% | −70−5.5% | Reduced |
| SageView Advisory Group, LLC | 1,173 | $451.0K | 0.02% | −19−1.6% | Reduced |