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 |
|---|---|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 1,211 | $481.7K | 0.10% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,206 | $479.7K | 0.04% | +610+102.3% | Added |
| Axxcess Wealth Management, LLC | 1,205 | $479.4K | 0.01% | +525+77.2% | Added |
| Financial Counselors Inc | 1,201 | $477.7K | 0.01% | −4−0.3% | Reduced |
| Compagnie Lombard Odier SCmA | 1,200 | $477.3K | 0.01% | −930−43.7% | Reduced |
| Private Capital Management, LLC | 1,200 | $477.3K | 0.05% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 1,200 | $477.3K | 0.03% | +200+20.0% | Added |
| Fortitude Advisory Group L.L.C. | 1,200 | $477.3K | 0.27% | +1+0.1% | Added |
| Lindbrook Capital, LLC | 1,199 | $477.0K | 0.04% | −88−6.8% | Reduced |
| Kaydan Wealth Management, Inc. | 1,184 | $470.9K | 0.16% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,180 | $469.4K | 0.02% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 1,177 | $468.2K | 0.42% | +537+83.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,173 | $466.6K | 0.01% | +148+14.4% | Added |
| N.E.W. Advisory Services LLC | 1,172 | $465.9K | 0.05% | +1+0.1% | Added |
| Strait & Sound Wealth Management LLC | 1,208 | $464.4K | 0.26% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 1,174 | $464.3K | 0.04% | +51+4.5% | Added |
| Plancorp, LLC | 1,166 | $463.7K | 0.02% | +4+0.3% | Added |
| TNF LLC | 1,198 | $460.5K | 0.18% | +3+0.3% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1,147 | $457.4K | 0.12% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,143 | $454.7K | 0.00% | +1,143 | New |
| Greenleaf Trust | 1,140 | $453.4K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,137 | $452.3K | 0.33% | −28−2.4% | Reduced |
| Strategic Wealth Partners Group LLC | 1,133 | $451.7K | 0.05% | +200+21.4% | Added |
| Athena Investment Management | 1,133 | $450.7K | 0.27% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 1,132 | $450.1K | 0.40% | −392−25.7% | Reduced |
| Saxon Interests, Inc. | 1,131 | $450.0K | 0.21% | −4−0.4% | Reduced |
| LWM Advisory Services, LLC | 1,131 | $449.9K | 0.36% | +1,131 | New |
| BNC Wealth Management, LLC | 1,126 | $447.7K | 0.19% | −144−11.3% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 1,124 | $447.1K | 0.33% | +1,124 | New |
| Soundwatch Capital LLC | 1,126 | $445.1K | 0.09% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,155 | $441.6K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,109 | $441.1K | 0.01% | −69−5.9% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 1,108 | $440.7K | 0.27% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,115 | $439.3K | 0.07% | +35+3.2% | Added |
| Crestwood Advisors Group LLC | 1,103 | $438.7K | 0.01% | +483+77.9% | Added |
| Scharf Investments, LLC | 1,095 | $435.5K | 0.01% | +1,095 | New |
| Abbrea Capital, LLC | 1,091 | $435.0K | 0.06% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 1,092 | $434.2K | 0.10% | 00.0% | Unchanged |
| Coulter & Justus Financial Services, LLC | 1,092 | $434.2K | 0.10% | +1,092 | New |
| HCR Wealth Advisors | 1,087 | $432.4K | 0.07% | 00.0% | Unchanged |
| Agf Management Ltd | 1,065 | $423.6K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 1,065 | $423.6K | 0.29% | +1,065 | New |
| Crewe Advisors LLC | 1,061 | $422.0K | 0.05% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,060 | $421.6K | 0.06% | −44−4.0% | Reduced |
| Vivaldi Capital Management, LLC | 1,065 | $420.9K | 0.12% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,052 | $418.4K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,048 | $417.0K | 0.07% | −475−31.2% | Reduced |
| Element Wealth, LLC | 1,041 | $414.1K | 0.24% | +134+14.8% | Added |
| Stonebridge Capital Advisors LLC | 1,041 | $414.1K | 0.04% | +356+52.0% | Added |
| Ridgecrest Wealth Partners, LLC | 1,040 | $413.7K | 0.25% | 00.0% | Unchanged |
| Capital CS Group, LLC | 1,035 | $411.8K | 0.41% | +1,035 | New |
| Kellett Schaffner Wealth Advisors LLC | 1,030 | $409.9K | 0.28% | +9+0.9% | Added |
| Clifford Swan Investment Counsel LLC | 1,027 | $408.6K | 0.02% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,022 | $406.7K | 0.05% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 1,022 | $406.5K | 0.37% | −7−0.7% | Reduced |
| Kanawha Capital Management LLC | 1,020 | $405.7K | 0.03% | +1,020 | New |
| Claro Advisors LLC | 1,020 | $405.6K | 0.07% | −29−2.8% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 1,014 | $403.3K | 0.11% | −23−2.2% | Reduced |
| Global Trust Asset Management, LLC | 1,003 | $399.0K | 0.16% | −400−28.5% | Reduced |
| Warner Financial, Inc | 1,000 | $398.0K | 0.20% | +1+0.1% | Added |
| Ipswich Investment Management Co., Inc. | 1,000 | $397.8K | 0.09% | 00.0% | Unchanged |
| Successful Portfolios LLC | 1,000 | $397.8K | 0.27% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 997 | $396.6K | 0.15% | +997 | New |
| WPWealth LLP | 996 | $396.3K | 0.10% | −440−30.6% | Reduced |
| Aprio Wealth Management, LLC | 987 | $392.6K | 0.08% | −99−9.1% | Reduced |
| Parallel Advisors, LLC | 985 | $392.0K | 0.01% | −16−1.6% | Reduced |
| PFG Advisors | 977 | $388.6K | 0.03% | +31+3.3% | Added |
| Harbour Trust & Investment Management Co | 975 | $387.8K | 0.05% | −160−14.1% | Reduced |
| Signaturefd, LLC | 973 | $387.2K | 0.01% | −49−4.8% | Reduced |
| Red Door Wealth Management, LLC | 972 | $386.8K | 0.07% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 986 | $382.3K | 0.01% | +986 | New |
| Am Investment Strategies LLC | 960 | $382.0K | 0.10% | 00.0% | Unchanged |
| Sierra Capital LLC | 955 | $380.0K | 0.05% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 951 | $378.3K | 0.11% | −1,566−62.2% | Reduced |
| Vigilare Wealth Management | 946 | $376.2K | 0.19% | −450−32.2% | Reduced |
| Pacific Sun Financial Corp | 945 | $375.9K | 0.22% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 942 | $375.6K | 0.03% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 944 | $375.5K | 0.05% | +300+46.6% | Added |
| Vista Investment Partners LLC | 942 | $374.9K | 0.13% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 937 | $372.7K | 0.19% | −187−16.6% | Reduced |
| AllSquare Wealth Management LLC | 936 | $372.3K | 0.22% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 935 | $371.7K | 0.03% | 00.0% | Unchanged |
| Hutchinson Capital Management | 931 | $370.3K | 0.07% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 930 | $369.9K | 0.01% | −14−1.5% | Reduced |
| Unionview, LLC | 926 | $368.2K | 0.30% | +4+0.4% | Added |
| W Advisors, LLC | 925 | $367.9K | 0.25% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 913 | $363.2K | 0.06% | 00.0% | Unchanged |
| Welch & Forbes LLC | 911 | $362.4K | 0.00% | −129−12.4% | Reduced |
| Acorn Financial Advisory Services Inc | 910 | $362.1K | 0.07% | −9−1.0% | Reduced |
| Alesco Advisors LLC | 900 | $358.0K | 0.01% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 900 | $358.0K | 0.04% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 897 | $357.6K | 0.05% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 899 | $357.6K | 0.11% | −26,685−96.7% | Reduced |
| Chemistry Wealth Management LLC | 894 | $355.6K | 0.10% | −27−2.9% | Reduced |
| Patten & Patten Inc | 891 | $354.4K | 0.03% | +60+7.2% | Added |
| WealthShield Partners, LLC | 888 | $354.0K | 0.06% | −75−7.8% | Reduced |
| Meridian Management Co | 890 | $354.0K | 0.10% | 00.0% | Unchanged |
| Old National Bancorp | 890 | $354.0K | 0.01% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 888 | $353.2K | 0.01% | +53+6.3% | Added |
| Marks Group Wealth Management, Inc | 887 | $352.8K | 0.04% | −205−18.8% | Reduced |