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 |
|---|---|---|---|---|---|
| Hoylecohen, LLC | 853 | $321.5K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 851 | $320.8K | 0.08% | +16+1.9% | Added |
| Francis Financial, Inc. | 851 | $320.7K | 0.14% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 845 | $318.5K | 0.14% | +2+0.2% | Added |
| Clare Market Investments LLC | 843 | $317.6K | 0.11% | −26−3.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 840 | $317.0K | 0.14% | −40−4.5% | Reduced |
| Eagle Strategies LLC | 840 | $316.5K | 0.07% | −30−3.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 838 | $316.4K | 0.03% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 837 | $315.6K | 0.19% | +4+0.5% | Added |
| Great Diamond Partners, LLC | 836 | $315.1K | 0.08% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 835 | $314.7K | 0.01% | −74−8.1% | Reduced |
| John W. Brooker & Co., CPAs | 832 | $313.6K | 0.18% | 00.0% | Unchanged |
| Patten & Patten Inc | 831 | $313.2K | 0.03% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 827 | $312.4K | 0.05% | +15+1.8% | Added |
| Apella Capital, LLC | 833 | $312.0K | 0.02% | 00.0% | Unchanged |
| Seven Mile Advisory | 827 | $311.7K | 0.27% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 826 | $311.3K | 0.01% | +123+17.5% | Added |
| Diversified Portfolios, Inc. | 815 | $307.1K | 0.05% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 810 | $305.3K | 0.01% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 800 | $304.1K | 0.06% | −2,485−75.6% | Reduced |
| Tandem Capital Management Corp | 805 | $303.4K | 0.19% | 00.0% | Unchanged |
| Smithfield Trust Co | 805 | $303.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 800 | $301.5K | 0.00% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 800 | $301.5K | 0.08% | +800 | New |
| AlTi Global, Inc. | 795 | $300.5K | 0.01% | +795 | New |
| Prosperity Planning, Inc. | 795 | $299.7K | 0.11% | 00.0% | Unchanged |
| Pacitti Group Inc. | 795 | $299.7K | 0.19% | −34−4.1% | Reduced |
| GeoWealth Management, LLC | 792 | $298.0K | 0.02% | −2,387−75.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 782 | $294.8K | 0.01% | −2−0.3% | Reduced |
| Octavia Wealth Advisors, LLC | 779 | $294.1K | 0.05% | −67−7.9% | Reduced |
| Cornerstone Advisory, LLC | 780 | $294.0K | 0.05% | −151−16.2% | Reduced |
| Inspire Advisors, LLC | 779 | $293.6K | 0.04% | +779 | New |
| Phillips Wealth Planners LLC | 783 | $293.5K | 0.35% | +783 | New |
| Meeder Advisory Services, Inc. | 775 | $292.1K | 0.03% | 00.0% | Unchanged |
| First Citizens Financial Corp | 775 | $292.1K | 0.19% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 781 | $291.7K | 0.09% | −45−5.4% | Reduced |
| Scientech Research LLC | 772 | $290.9K | 0.29% | +772 | New |
| PCG Wealth Advisors, LLC | 769 | $289.9K | 0.16% | −1,150−59.9% | Reduced |
| Albion Financial Group | 769 | $289.8K | 0.02% | −124−13.9% | Reduced |
| Pitti Group Wealth Management, LLC | 769 | $289.8K | 0.32% | −104−11.9% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 766 | $288.8K | 0.16% | +8+1.1% | Added |
| Appleton Partners Inc | 765 | $288.0K | 0.02% | −78−9.3% | Reduced |
| Stephen J. Garry & Associates, LLC | 763 | $287.6K | 0.32% | +763 | New |
| BlackDiamond Wealth Management Inc. | 749 | $287.3K | 0.21% | −19−2.5% | Reduced |
| Wealthcare Capital Management LLC | 759 | $286.0K | 0.03% | 00.0% | Unchanged |
| Aspiriant, LLC | 758 | $285.7K | 0.01% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 756 | $284.9K | 0.12% | −565−42.8% | Reduced |
| Focused Wealth Management, Inc | 750 | $282.7K | 0.05% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 750 | $282.7K | 0.03% | 00.0% | Unchanged |
| Sage Financial Group Inc | 750 | $282.7K | 0.03% | +40+5.6% | Added |
| Rodgers & Associates, LTD | 748 | $281.9K | 0.04% | 00.0% | Unchanged |
| EWG Elevate Inc. | 745 | $280.8K | 0.12% | −214−22.3% | Reduced |
| H&H Retirement Design & Management INC | 722 | $279.7K | 0.18% | 00.0% | Unchanged |
| Ellerson Group Inc | 740 | $278.9K | 0.24% | 00.0% | Unchanged |
| Cooper Financial Group | 738 | $278.2K | 0.05% | +61+9.0% | Added |
| Warwick Investment Management, Inc. | 738 | $278.0K | 0.08% | +2+0.3% | Added |
| IPG Investment Advisors LLC | 736 | $278.0K | 0.06% | −600−44.9% | Reduced |
| Evensky & Katz LLC | 733 | $276.0K | 0.02% | +29+4.1% | Added |
| Hall Capital Management Co Inc | 732 | $275.9K | 0.16% | 00.0% | Unchanged |
| Bessemer Group Inc | 727 | $274.0K | 0.00% | −3,671−83.5% | Reduced |
| World Equity Group, Inc. | 720 | $272.5K | 0.05% | +720 | New |
| Garde Capital, Inc. | 721 | $272.0K | 0.02% | +1+0.1% | Added |
| Main Street Research LLC | 720 | $271.9K | 0.02% | −62−7.9% | Reduced |
| Deutsche Bank AG | 717 | $270.2K | 0.00% | 00.0% | Unchanged |
| First National Bank of Omaha | 717 | $270.2K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 715 | $269.5K | 0.10% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 714 | $269.1K | 0.01% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 712 | $268.3K | 0.01% | −47−6.2% | Reduced |
| AlphaCore Capital LLC | 711 | $268.0K | 0.04% | +78+12.3% | Added |
| Dohj, LLC | 710 | $267.6K | 0.08% | 00.0% | Unchanged |
| Larson Financial Group LLC | 703 | $265.0K | 0.02% | −10−1.4% | Reduced |
| Ellis Investment Partners, LLC | 702 | $264.7K | 0.06% | +49+7.5% | Added |
| Rockbridge Investment Management, LCC | 699 | $263.4K | 0.04% | +1+0.1% | Added |
| ShankerValleau Wealth Advisors, Inc. | 690 | $260.0K | 0.13% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 688 | $260.0K | 0.01% | +82+13.5% | Added |
| CFM Wealth Partners LLC | 687 | $258.9K | 0.06% | 00.0% | Unchanged |
| Argent Trust Co | 687 | $258.9K | 0.01% | +35+5.4% | Added |
| Bartlett & Co. Wealth Management LLC | 684 | $258.5K | 0.00% | +84+14.0% | Added |
| Stonebridge Capital Advisors LLC | 685 | $258.2K | 0.03% | −332−32.6% | Reduced |
| Prosperitas Financial LLC | 685 | $258.2K | 0.19% | −50−6.8% | Reduced |
| Checchi Capital Advisers, LLC | 685 | $258.2K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 684 | $258.0K | 0.00% | +84+14.0% | Added |
| First Citizens Bank & Trust Co | 681 | $256.6K | 0.00% | −7−1.0% | Reduced |
| Axxcess Wealth Management, LLC | 680 | $256.4K | 0.01% | +680 | New |
| Independent Advisor Alliance | 680 | $256.3K | 0.01% | +680 | New |
| Strategic Investment Advisors | 677 | $255.2K | 0.04% | +31+4.8% | Added |
| Galvin, Gaustad & Stein, LLC | 675 | $254.4K | 0.02% | +675 | New |
| Ferguson Wellman Capital Management, Inc | 674 | $254.0K | 0.01% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 673 | $253.7K | 0.06% | +673 | New |
| Eudaimonia Partners, LLC | 673 | $253.6K | 0.07% | −41−5.7% | Reduced |
| CIC Wealth, LLC | 672 | $253.3K | 0.08% | +672 | New |
| Neumann Capital Management, LLC | 672 | $253.3K | 0.10% | −60−8.2% | Reduced |
| Tyche Wealth Partners LLC | 667 | $251.3K | 0.06% | +667 | New |
| SFMG, LLC | 666 | $250.9K | 0.02% | +666 | New |
| Cedar Brook Financial Partners, LLC | 665 | $250.8K | 0.06% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 664 | $250.2K | 0.00% | −106−13.8% | Reduced |
| Capital Wealth Alliance, LLC | 663 | $249.9K | 0.17% | −249−27.3% | Reduced |
| Farmers National Bank | 661 | $249.1K | 0.08% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 657 | $247.6K | 0.01% | +657 | New |
| Zevenbergen Capital Investments LLC | 650 | $245.0K | 0.01% | 00.0% | Unchanged |