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, 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 | 1,458 | $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, 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 |
|---|---|---|---|---|---|
| Galvin, Gaustad & Stein, LLC | 675 | $268.5K | 0.02% | 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 |
| CIC Wealth, LLC | 672 | $267.4K | 0.08% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 672 | $267.3K | 0.10% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 665 | $264.5K | 0.05% | 00.0% | Unchanged |
| 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 |
| O'Rourke & Company, Inc | 656 | $261.0K | 0.15% | +42+6.8% | Added |
| 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 |
| FinTrust Capital Advisors, LLC | 644 | $256.2K | 0.05% | 00.0% | Unchanged |
| Marmo Financial Group, LLC | 633 | $251.8K | 0.15% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 627 | $249.4K | 0.19% | +1+0.2% | Added |
| Cassady Schiller Wealth Management, LLC | 626 | $248.9K | 0.11% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 653 | $248.7K | 0.10% | −667−50.5% | Reduced |
| National Philanthropic Trust | 625 | $248.6K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 623 | $248.0K | 0.05% | −311−33.3% | Reduced |
| Accel Wealth Management | 623 | $247.8K | 0.11% | +68+12.3% | Added |
| SOA Wealth Advisors, LLC. | 619 | $246.2K | 0.05% | +22+3.7% | Added |
| Everhart Financial Group, Inc. | 618 | $245.8K | 0.07% | 00.0% | Unchanged |
| Tidemark, LLC | 614 | $244.2K | 0.14% | −14−2.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 610 | $242.7K | 0.00% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 609 | $242.2K | 0.01% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 642 | $241.8K | 0.07% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 641 | $241.5K | 0.06% | 00.0% | Unchanged |
| 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 |
| Beacon Investment Advisors LLC | 602 | $239.3K | 0.14% | +3+0.5% | Added |
| Biltmore Family Office, LLC | 600 | $239.2K | 0.05% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 600 | $239.2K | 0.13% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 600 | $238.7K | 0.12% | 00.0% | Unchanged |
| GenTrust, LLC | 598 | $238.4K | 0.01% | +598 | New |
| Grey Fox Wealth Advisors, LLC | 597 | $238.2K | 0.09% | +597 | New |
| Whitcomb & Hess, Inc. | 597 | $237.4K | 0.08% | 00.0% | Unchanged |
| Meridian Financial, LLC | 596 | $237.1K | 0.18% | +21+3.7% | Added |
| PDS Planning, Inc | 596 | $237.0K | 0.02% | +1+0.2% | Added |
| Harbor Group, Inc. | 595 | $236.7K | 0.06% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 625 | $235.9K | 0.03% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 592 | $235.5K | 0.05% | −34−5.4% | Reduced |
| Institutional & Family Asset Management, LLC | 591 | $234.9K | 0.04% | −27−4.4% | Reduced |
| Colonial Trust Co | 590 | $234.7K | 0.04% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 590 | $234.7K | 0.04% | +590 | New |
| Revolve Wealth Partners, LLC | 589 | $234.2K | 0.04% | +1+0.2% | Added |
| Elite Life Management LLC | 588 | $233.9K | 1.14% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 620 | $233.7K | 0.06% | 00.0% | Unchanged |
| First United Bank Trust | 586 | $233.1K | 0.09% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 585 | $232.7K | 0.04% | 00.0% | Unchanged |
| Empowered Funds, LLC | 585 | $232.7K | 0.00% | +585 | New |
| Richard P Slaughter Associates Inc | 584 | $232.5K | 0.06% | +584 | New |
| NRI Wealth Management LC | 580 | $230.7K | 0.19% | −56−8.8% | Reduced |
| Atlantic Private Wealth, LLC | 576 | $229.0K | 0.19% | −359−38.4% | Reduced |
| Kavar Capital Partners Group, LLC | 575 | $228.7K | 0.04% | −575−50.0% | Reduced |
| Gibson Capital, LLC | 575 | $228.7K | 0.05% | −25−4.2% | Reduced |
| Mystic Asset Management, Inc. | 571 | $227.1K | 0.09% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 570 | $227.0K | 0.08% | +1+0.2% | Added |
| Delta Financial Group, Inc. | 568 | $226.0K | 0.07% | +29+5.4% | Added |
| Coastal Investment Advisors, Inc. | 567 | $225.5K | 0.05% | +5+0.9% | Added |
| SFMG, LLC | 566 | $225.0K | 0.02% | −100−15.0% | Reduced |
| Citizens National Bank Trust Department | 565 | $224.7K | 0.05% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 564 | $224.2K | 0.13% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 563 | $224.0K | 0.02% | +563 | New |
| Y.D. More Investments Ltd | 562 | $223.5K | 0.04% | −52−8.5% | Reduced |
| Activest Wealth Management | 559 | $222.5K | 0.11% | +1+0.2% | Added |
| Integrity Wealth Solutions LLC | 557 | $222.1K | 0.15% | +557 | New |
| Adamsbrown Wealth Consultants LLC | 557 | $221.4K | 0.09% | 00.0% | Unchanged |
| Partners in Financial Planning | 554 | $220.3K | 0.05% | +2+0.4% | Added |
| Inspire Advisors, LLC | 553 | $220.0K | 0.03% | −226−29.0% | Reduced |
| Nikulski Financial, Inc. | 552 | $219.6K | 0.07% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 550 | $218.8K | 0.01% | −17−3.0% | Reduced |
| Fayez Sarofim & Co | 550 | $218.8K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 549 | $218.4K | 0.03% | −25−4.4% | Reduced |
| SageView Advisory Group, LLC | 3,041 | $218.1K | 0.01% | +1,868+159.2% | Added |
| Rodgers & Associates, LTD | 548 | $218.0K | 0.03% | −200−26.7% | Reduced |
| Tyche Wealth Partners LLC | 546 | $217.0K | 0.05% | −121−18.1% | Reduced |
| Slagle Financial, LLC | 545 | $216.8K | 0.12% | −565−50.9% | Reduced |
| Roman Butler Fullerton & Co | 561 | $214.5K | 0.08% | −1,777−76.0% | Reduced |
| Commonwealth Retirement Investments LLC | 538 | $214.0K | 0.10% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 535 | $212.8K | 0.04% | −9−1.7% | Reduced |
| Sandy Cove Advisors, LLC | 535 | $212.6K | 0.10% | +2+0.4% | Added |
| Boyd Watterson Asset Management LLC | 533 | $212.0K | 0.08% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 529 | $210.4K | 0.01% | −398−42.9% | Reduced |
| Cottage Street Advisors LLC | 528 | $210.2K | 0.13% | +528 | New |
| Aire Advisors, LLC | 527 | $210.1K | 0.05% | +527 | New |
| Accredited Investors Inc. | 528 | $210.0K | 0.01% | +528 | New |
| Rockland Trust Co | 525 | $208.8K | 0.01% | +525 | New |
| MWA Asset Management | 521 | $207.3K | 0.15% | −42−7.5% | Reduced |
| Baugh & Associates, LLC | 520 | $207.0K | 0.11% | +520 | New |
| Bank of Nova Scotia | 520 | $206.9K | 0.00% | +520 | New |
| MTM Investment Management, LLC | 519 | $206.4K | 0.09% | +519 | New |
| Fortis Capital Advisors, LLC | 517 | $205.6K | 0.09% | +517 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 515 | $204.8K | 0.00% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 525 | $204.1K | 0.01% | +525 | New |
| LifeSteps Financial, Inc. | 510 | $202.9K | 0.15% | +510 | New |
| Vanguard Group Inc | 509 | $202.6K | 0.00% | +509 | New |
| Sound Income Strategies, LLC | 505 | $200.9K | 0.02% | +266+111.3% | Added |
| Principle Wealth Partners LLC | 505 | $200.9K | 0.02% | +505 | New |
| First Bank & Trust | 504 | $200.5K | 0.04% | +504 | New |
| LFA - Lugano Financial Advisors SA | 500 | $198.9K | 0.14% | +500 | New |