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 |
|---|---|---|---|---|---|
| Strait & Sound Wealth Management LLC | 1,208 | $450.2K | 0.28% | +110+10.0% | Added |
| Bayesian Capital Management, LP | 1,192 | $449.2K | 0.05% | +1,192 | New |
| Kaydan Wealth Management, Inc. | 1,184 | $446.2K | 0.18% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,180 | $444.7K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,178 | $444.1K | 0.01% | +123+11.7% | Added |
| American Trust | 1,171 | $441.4K | 0.03% | +26+2.3% | Added |
| N.E.W. Advisory Services LLC | 1,171 | $441.1K | 0.05% | +2+0.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,155 | $440.5K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,165 | $439.0K | 0.34% | +3+0.3% | Added |
| Plancorp, LLC | 1,162 | $437.9K | 0.02% | +5+0.4% | Added |
| Pacific Center for Financial Services | 1,161 | $437.5K | 0.14% | +1+0.1% | Added |
| Kavar Capital Partners Group, LLC | 1,150 | $433.4K | 0.05% | +1,150 | New |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1,147 | $431.9K | 0.09% | 00.0% | Unchanged |
| Greenleaf Trust | 1,140 | $429.6K | 0.00% | +98+9.4% | Added |
| Saxon Interests, Inc. | 1,135 | $427.9K | 0.21% | +302+36.3% | Added |
| Harbour Trust & Investment Management Co | 1,135 | $427.7K | 0.06% | +1,135 | New |
| Athena Investment Management | 1,133 | $427.0K | 0.28% | 00.0% | Unchanged |
| Soundwatch Capital LLC | 1,126 | $424.4K | 0.20% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,126 | $424.4K | 0.26% | +10+0.9% | Added |
| Collaborative Wealth Managment Inc. | 1,124 | $423.6K | 0.23% | −129−10.3% | Reduced |
| Executive Wealth Management, LLC | 1,123 | $423.6K | 0.04% | −37−3.2% | Reduced |
| Southland Equity Partners LLC | 1,121 | $422.5K | 0.13% | +426+61.3% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 1,108 | $417.6K | 0.27% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,104 | $416.2K | 0.07% | +85+8.3% | Added |
| Cullinan Associates Inc | 1,100 | $414.6K | 0.02% | 00.0% | Unchanged |
| Windham Capital Management, LLC | 1,099 | $414.1K | 0.15% | +6+0.5% | Added |
| Abbrea Capital, LLC | 1,091 | $412.0K | 0.06% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 1,092 | $411.5K | 0.05% | +91+9.1% | Added |
| Noesis Capital Mangement Corp | 1,092 | $411.4K | 0.10% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 1,089 | $410.4K | 0.17% | −2,755−71.7% | Reduced |
| HCR Wealth Advisors | 1,087 | $409.7K | 0.06% | +368+51.2% | Added |
| Aprio Wealth Management, LLC | 1,086 | $409.3K | 0.09% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 1,065 | $407.7K | 0.12% | −46−4.1% | Reduced |
| CenterStar Asset Management, LLC | 1,082 | $407.7K | 0.42% | +1,082 | New |
| Continuum Advisory, LLC | 1,080 | $407.0K | 0.06% | −677−38.5% | Reduced |
| Agf Management Ltd | 1,065 | $401.4K | 0.00% | −500−31.9% | Reduced |
| Crewe Advisors LLC | 1,061 | $399.9K | 0.06% | 00.0% | Unchanged |
| Holderness Investments Co | 1,060 | $399.4K | 0.11% | +11+1.0% | Added |
| Penobscot Investment Management Company, Inc. | 1,055 | $397.6K | 0.05% | −50−4.5% | Reduced |
| Aaron Wealth Advisors | 1,052 | $396.5K | 0.07% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,049 | $395.3K | 0.09% | −232−18.1% | Reduced |
| Welch & Forbes LLC | 1,040 | $391.9K | 0.01% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,040 | $391.9K | 0.26% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 1,037 | $390.8K | 0.12% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 1,029 | $387.8K | 0.39% | +1,029 | New |
| Clifford Swan Investment Counsel LLC | 1,027 | $387.1K | 0.02% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,025 | $386.3K | 0.01% | +159+18.4% | Added |
| Carret Asset Management, LLC | 1,022 | $385.3K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,022 | $385.3K | 0.01% | −59−5.5% | Reduced |
| SkyOak Wealth, LLC | 1,022 | $385.2K | 0.10% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 1,021 | $384.9K | 0.29% | −735−41.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,013 | $382.0K | 0.02% | +1,013 | New |
| Parallel Advisors, LLC | 1,001 | $377.1K | 0.01% | −24−2.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,000 | $376.9K | 0.10% | 00.0% | Unchanged |
| Successful Portfolios LLC | 1,000 | $376.9K | 0.28% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 1,000 | $376.9K | 0.02% | +1,000 | New |
| Parisi Gray Wealth Management | 999 | $376.5K | 0.15% | −10−1.0% | Reduced |
| Warner Financial, Inc | 999 | $376.0K | 0.21% | +1+0.1% | Added |
| Traverso Chambers Private Wealth Management, LLC | 983 | $370.3K | 0.09% | +4+0.4% | Added |
| Red Door Wealth Management, LLC | 972 | $366.4K | 0.08% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 963 | $363.7K | 0.06% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 960 | $362.0K | 0.10% | +1+0.1% | Added |
| Sierra Capital LLC | 955 | $360.0K | 0.05% | 00.0% | Unchanged |
| PFG Advisors | 946 | $356.5K | 0.03% | −679−41.8% | Reduced |
| Pacific Sun Financial Corp | 945 | $356.1K | 0.22% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 942 | $355.8K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 944 | $355.8K | 0.01% | −356−27.4% | Reduced |
| Vista Investment Partners LLC | 942 | $355.2K | 0.13% | +942 | New |
| AllSquare Wealth Management LLC | 936 | $352.8K | 0.22% | 00.0% | Unchanged |
| Strategic Wealth Partners Group LLC | 933 | $352.5K | 0.04% | +2+0.2% | Added |
| Atlantic Private Wealth, LLC | 935 | $352.5K | 0.31% | −14−1.5% | Reduced |
| LBMC Investment Advisors, LLC | 935 | $352.2K | 0.03% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 934 | $352.0K | 0.08% | +1+0.1% | Added |
| Hutchinson Capital Management | 931 | $350.9K | 0.08% | −69−6.9% | Reduced |
| Donaldson Capital Management, LLC | 927 | $349.4K | 0.02% | +927 | New |
| Franklin Resources Inc | 926 | $349.0K | 0.00% | −50−5.1% | Reduced |
| W Advisors, LLC | 925 | $348.6K | 0.26% | 00.0% | Unchanged |
| Unionview, LLC | 922 | $347.4K | 0.31% | +5+0.5% | Added |
| Chemistry Wealth Management LLC | 921 | $347.1K | 0.10% | 00.0% | Unchanged |
| Fulcrum Equity Management | 920 | $346.7K | 0.43% | +920 | New |
| Acorn Financial Advisory Services Inc | 919 | $346.4K | 0.06% | −10−1.1% | Reduced |
| Meridian Management Co | 890 | $344.2K | 0.10% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 913 | $344.1K | 0.06% | −99−9.8% | Reduced |
| Element Wealth, LLC | 907 | $341.8K | 0.21% | −133−12.8% | Reduced |
| Alesco Advisors LLC | 900 | $339.2K | 0.01% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 900 | $339.2K | 0.04% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 897 | $338.1K | 0.05% | −50−5.3% | Reduced |
| Mather Group, LLC. | 894 | $336.9K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 890 | $335.4K | 0.01% | +177+24.8% | Added |
| MidWestOne Financial Group, Inc. | 886 | $333.9K | 0.06% | 00.0% | Unchanged |
| One River Asset Management, LLC | 881 | $332.0K | 0.10% | +881 | New |
| Van Hulzen Asset Management, LLC | 881 | $332.0K | 0.02% | +881 | New |
| Waldron Private Wealth LLC | 877 | $330.5K | 0.02% | +163+22.8% | Added |
| Fort Pitt Capital Group, LLC | 872 | $328.6K | 0.01% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 871 | $328.3K | 0.30% | +871 | New |
| Oxinas Partners Wealth Management LLC | 870 | $327.8K | 0.23% | −13−1.5% | Reduced |
| Evermay Wealth Management LLC | 861 | $325.0K | 0.06% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 861 | $324.5K | 0.02% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 861 | $324.3K | 0.14% | +72+9.1% | Added |
| Granite FO LLC | 855 | $322.2K | 0.22% | 00.0% | Unchanged |