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, Q1 2024
Institutional positions in SPDR Dow Jones Industrial Average ETF Trust as of Mar 31, 2024. 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
- 1,151
- +28 vs. Q4 2023
- Shares held
- 31.3M
- −938.0K (−2.9%) vs. Q4 2023
- Total value
- $12.3B
- +$458.1M (+3.9%) vs. Q4 2023
- New holders
- 106
- 358 more added
- Sold out
- 78
- 374 more reduced
16 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding SPDR Dow Jones Industrial Average ETF Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Richard P Slaughter Associates Inc | 584 | $232.5K | 0.06% | +584 | New |
| TrinityPoint Wealth, LLC | 585 | $232.7K | 0.04% | 00.0% | Unchanged |
| Empowered Funds, LLC | 585 | $232.7K | 0.00% | +585 | New |
| First United Bank Trust | 586 | $233.1K | 0.09% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 620 | $233.7K | 0.06% | 00.0% | Unchanged |
| Elite Life Management LLC | 588 | $233.9K | 1.14% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 589 | $234.2K | 0.04% | +1+0.2% | Added |
| Colonial Trust Co | 590 | $234.7K | 0.04% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 590 | $234.7K | 0.04% | +590 | New |
| Institutional & Family Asset Management, LLC | 591 | $234.9K | 0.04% | −27−4.4% | Reduced |
| Blue Fin Capital, Inc. | 592 | $235.5K | 0.05% | −34−5.4% | Reduced |
| Guardian Capital Advisors LP | 625 | $235.9K | 0.03% | 00.0% | Unchanged |
| Harbor Group, Inc. | 595 | $236.7K | 0.06% | 00.0% | Unchanged |
| PDS Planning, Inc | 596 | $237.0K | 0.02% | +1+0.2% | Added |
| Meridian Financial, LLC | 596 | $237.1K | 0.18% | +21+3.7% | Added |
| Whitcomb & Hess, Inc. | 597 | $237.4K | 0.08% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 597 | $238.2K | 0.09% | +597 | New |
| GenTrust, LLC | 598 | $238.4K | 0.01% | +598 | New |
| Heritage Wealth Management, LLC | 600 | $238.7K | 0.12% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 600 | $239.2K | 0.05% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 600 | $239.2K | 0.13% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 602 | $239.3K | 0.14% | +3+0.5% | Added |
| North Star Investment Management Corp. | 605 | $240.6K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 605 | $240.6K | 0.09% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 641 | $241.5K | 0.06% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 642 | $241.8K | 0.07% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 609 | $242.2K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 610 | $242.7K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 614 | $244.2K | 0.14% | −14−2.2% | Reduced |
| Everhart Financial Group, Inc. | 618 | $245.8K | 0.07% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 619 | $246.2K | 0.05% | +22+3.7% | Added |
| Accel Wealth Management | 623 | $247.8K | 0.11% | +68+12.3% | Added |
| Liberty Wealth Management LLC | 623 | $248.0K | 0.05% | −311−33.3% | Reduced |
| National Philanthropic Trust | 625 | $248.6K | 0.01% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 653 | $248.7K | 0.10% | −667−50.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 626 | $248.9K | 0.11% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 627 | $249.4K | 0.19% | +1+0.2% | Added |
| Marmo Financial Group, LLC | 633 | $251.8K | 0.15% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 644 | $256.2K | 0.05% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 650 | $258.5K | 0.01% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 650 | $258.5K | 0.07% | 00.0% | Unchanged |
| Councilmark Asset Management, LLC | 650 | $258.5K | 0.19% | +650 | New |
| O'Rourke & Company, Inc | 656 | $261.0K | 0.15% | +42+6.8% | Added |
| Alpha Cubed Investments, LLC | 663 | $263.7K | 0.01% | −645−49.3% | Reduced |
| Eudaimonia Partners, LLC | 663 | $263.7K | 0.06% | −10−1.5% | Reduced |
| Cedar Brook Financial Partners, LLC | 665 | $264.5K | 0.05% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 672 | $267.3K | 0.10% | 00.0% | Unchanged |
| CIC Wealth, LLC | 672 | $267.4K | 0.08% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 674 | $268.1K | 0.01% | −40−5.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 674 | $268.1K | 0.01% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 675 | $268.5K | 0.02% | 00.0% | Unchanged |
| Josh Arnold Investment Consultant, LLC | 678 | $269.7K | 0.28% | +678 | New |
| Independent Advisor Alliance | 680 | $270.5K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 685 | $272.5K | 0.02% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 687 | $273.3K | 0.05% | 00.0% | Unchanged |
| Argent Trust Co | 687 | $273.3K | 0.01% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 687 | $273.3K | 0.15% | +100+17.0% | Added |
| Wesbanco Bank Inc | 688 | $273.7K | 0.01% | +688 | New |
| ShankerValleau Wealth Advisors, Inc. | 690 | $274.5K | 0.13% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 691 | $274.9K | 0.01% | −322−31.8% | Reduced |
| Rockbridge Investment Management, LCC | 699 | $278.1K | 0.04% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 703 | $279.6K | 0.06% | +1+0.1% | Added |
| Appleton Partners Inc | 709 | $282.0K | 0.02% | −56−7.3% | Reduced |
| World Equity Group, Inc. | 712 | $283.2K | 0.06% | −8−1.1% | Reduced |
| High Note Wealth, LLC | 715 | $284.4K | 0.09% | 00.0% | Unchanged |
| Deutsche Bank AG | 717 | $285.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 720 | $286.0K | 0.00% | −7−1.0% | Reduced |
| Sonora Investment Management Group, LLC | 721 | $287.0K | 0.02% | +721 | New |
| Main Street Research LLC | 720 | $287.1K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 720 | $287.1K | 0.00% | +36+5.3% | Added |
| Octavia Wealth Advisors, LLC | 725 | $289.1K | 0.04% | −54−6.9% | Reduced |
| Hall Capital Management Co Inc | 732 | $291.2K | 0.14% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 736 | $292.8K | 0.09% | +736 | New |
| Evensky & Katz LLC | 739 | $294.0K | 0.02% | +6+0.8% | Added |
| Warwick Investment Management, Inc. | 739 | $294.0K | 0.07% | +1+0.1% | Added |
| PCG Wealth Advisors, LLC | 739 | $294.0K | 0.14% | −30−3.9% | Reduced |
| Ellerson Group Inc | 740 | $294.3K | 0.23% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 750 | $298.3K | 0.05% | 00.0% | Unchanged |
| Sage Financial Group Inc | 750 | $298.3K | 0.03% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 750 | $298.3K | 0.03% | 00.0% | Unchanged |
| Q3 Asset Management | 752 | $299.0K | 0.08% | −2,398−76.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 755 | $300.3K | 0.03% | −300−28.4% | Reduced |
| First National Bank of Omaha | 717 | $301.1K | 0.02% | 00.0% | Unchanged |
| Aspiriant, LLC | 758 | $301.5K | 0.01% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 758 | $301.7K | 0.10% | +2+0.3% | Added |
| Wealthcare Capital Management LLC | 759 | $301.9K | 0.03% | 00.0% | Unchanged |
| Garde Capital, Inc. | 760 | $302.0K | 0.02% | +39+5.4% | Added |
| Valmark Advisers, Inc. | 762 | $303.1K | 0.01% | +50+7.0% | Added |
| Stephen J. Garry & Associates, LLC | 763 | $303.5K | 0.31% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 790 | $303.6K | 0.34% | +21+2.7% | Added |
| Aldebaran Financial Inc. | 764 | $303.9K | 0.45% | +173+29.3% | Added |
| Secure Asset Management, LLC | 769 | $305.8K | 0.07% | +157+25.7% | Added |
| Albion Financial Group | 769 | $305.9K | 0.02% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 769 | $305.9K | 0.01% | −13−1.7% | Reduced |
| Meeder Advisory Services, Inc. | 775 | $308.3K | 0.03% | 00.0% | Unchanged |
| First Citizens Financial Corp | 775 | $308.3K | 0.18% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 780 | $310.3K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 780 | $310.3K | 0.06% | +780 | New |
| BlackDiamond Wealth Management Inc. | 780 | $310.3K | 0.22% | +31+4.1% | Added |
| Alpine Global Management, LLC | 783 | $311.4K | 0.06% | +783 | New |