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, Q3 2024
Institutional positions in SPDR Dow Jones Industrial Average ETF Trust as of Sep 30, 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
- 1,189
- +65 vs. Q2 2024
- Shares held
- 33.8M
- +5.62M (+19.9%) vs. Q2 2024
- Total value
- $12.9B
- +$1.89B (+17.2%) vs. Q2 2024
- New holders
- 118
- 357 more added
- Sold out
- 53
- 375 more reduced
16 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding SPDR Dow Jones Industrial Average ETF Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 666 | $281.8K | 0.01% | 00.0% | Unchanged |
| Evensky & Katz LLC | 665 | $281.0K | 0.02% | −77−10.4% | Reduced |
| Focused Wealth Management, Inc | 661 | $279.9K | 0.04% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 661 | $279.7K | 0.07% | +11+1.7% | Added |
| Smith, Salley & Associates | 659 | $278.7K | 0.02% | +659 | New |
| O'Rourke & Company, Inc | 657 | $278.1K | 0.14% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 655 | $277.1K | 0.11% | −37−5.3% | Reduced |
| Zevenbergen Capital Investments LLC | 650 | $275.0K | 0.01% | 00.0% | Unchanged |
| Councilmark Asset Management, LLC | 650 | $275.0K | 0.18% | 00.0% | Unchanged |
| Albion Financial Group | 649 | $274.6K | 0.02% | −120−15.6% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 653 | $273.0K | 0.10% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 645 | $271.9K | 0.15% | +645 | New |
| Main Street Research LLC | 640 | $271.6K | 0.02% | −156−19.6% | Reduced |
| Alpha Cubed Investments, LLC | 640 | $270.8K | 0.01% | −23−3.5% | Reduced |
| Marshall Wace, LLP | 639 | $270.4K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 638 | $270.0K | 0.01% | +638 | New |
| Glass Jacobson Investment Advisors llc | 635 | $268.7K | 0.09% | +170+36.6% | Added |
| Marmo Financial Group, LLC | 633 | $267.8K | 0.14% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 632 | $267.4K | 0.02% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 632 | $267.4K | 0.10% | +20+3.3% | Added |
| Appleton Partners Inc | 632 | $267.0K | 0.02% | −62−8.9% | Reduced |
| Liberty Wealth Management LLC | 630 | $267.0K | 0.05% | +28+4.7% | Added |
| Dunhill Financial, LLC | 627 | $265.3K | 0.14% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 626 | $264.8K | 0.10% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 624 | $264.0K | 0.02% | −257−29.2% | Reduced |
| Black Diamond Financial, LLC | 619 | $262.2K | 0.04% | +1+0.2% | Added |
| Everhart Financial Group, Inc. | 618 | $261.5K | 0.06% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 614 | $259.8K | 0.04% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 616 | $259.5K | 0.05% | −10−1.6% | Reduced |
| WSFS Capital Management, LLC | 609 | $257.7K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 609 | $257.6K | 0.10% | +4+0.7% | Added |
| Stephen J. Garry & Associates, LLC | 608 | $257.3K | 0.24% | −155−20.3% | Reduced |
| SOA Wealth Advisors, LLC. | 608 | $257.3K | 0.05% | −11−1.8% | Reduced |
| Front Row Advisors LLC | 605 | $256.7K | 0.09% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 606 | $256.6K | 0.12% | +2+0.3% | Added |
| North Star Investment Management Corp. | 605 | $256.0K | 0.02% | 00.0% | Unchanged |
| Tidemark, LLC | 604 | $255.6K | 0.10% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 602 | $255.5K | 0.07% | +2+0.3% | Added |
| Oxinas Partners Wealth Management LLC | 603 | $255.3K | 0.16% | −269−30.8% | Reduced |
| Biltmore Family Office, LLC | 600 | $254.6K | 0.04% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 600 | $254.6K | 0.12% | 00.0% | Unchanged |
| Argent Trust Co | 601 | $254.3K | 0.01% | −86−12.5% | Reduced |
| Heritage Family Offices, LLP | 600 | $253.9K | 0.13% | 00.0% | Unchanged |
| GenTrust, LLC | 598 | $253.8K | 0.01% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 597 | $252.5K | 0.08% | 00.0% | Unchanged |
| PDS Planning, Inc | 597 | $252.4K | 0.02% | +1+0.2% | Added |
| Harbor Group, Inc. | 595 | $251.8K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Co | 590 | $249.6K | 0.04% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 590 | $249.6K | 0.03% | 00.0% | Unchanged |
| Slagle Financial, LLC | 589 | $249.3K | 0.11% | +1+0.2% | Added |
| Eqis Capital Management, Inc. | 589 | $249.2K | 0.02% | +589 | New |
| Elite Life Management LLC | 588 | $248.8K | 0.81% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 587 | $248.5K | 0.08% | −172,939−99.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 587 | $248.4K | 0.01% | +587 | New |
| Silver Oak Securities, Inc | 589 | $247.6K | 0.03% | +33+5.9% | Added |
| TrinityPoint Wealth, LLC | 585 | $247.5K | 0.04% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 585 | $247.4K | 0.06% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 583 | $246.7K | 0.00% | −189−24.5% | Reduced |
| Vima LLC | 581 | $245.9K | 0.50% | +61+11.7% | Added |
| Atlantic Private Wealth, LLC | 580 | $245.5K | 0.19% | +2+0.3% | Added |
| Tyler-Stone Wealth Management | 580 | $245.4K | 0.05% | +170+41.5% | Added |
| Callan Capital, LLC | 575 | $243.3K | 0.02% | −95−14.2% | Reduced |
| Gibson Capital, LLC | 575 | $243.3K | 0.05% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 575 | $243.3K | 0.04% | 00.0% | Unchanged |
| Meridian Financial, LLC | 575 | $243.3K | 0.16% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 573 | $242.4K | 0.07% | +573 | New |
| Regent Peak Wealth Advisors LLC | 573 | $242.4K | 0.06% | +573 | New |
| Integrity Wealth Solutions LLC | 570 | $241.7K | 0.14% | +22+4.0% | Added |
| David R. Rahn & Associates Inc. | 566 | $239.5K | 0.07% | −351−38.3% | Reduced |
| Revolve Wealth Partners, LLC | 566 | $239.3K | 0.04% | +2+0.4% | Added |
| Citizens National Bank Trust Department | 565 | $239.1K | 0.05% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 564 | $238.5K | 0.12% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 561 | $237.0K | 0.08% | +12+2.2% | Added |
| Dorchester Wealth Management Co | 560 | $236.9K | 0.04% | +25+4.7% | Added |
| SFMG, LLC | 560 | $236.9K | 0.02% | −6−1.1% | Reduced |
| Delta Financial Group, Inc. | 558 | $236.0K | 0.09% | −37−6.2% | Reduced |
| Adamsbrown Wealth Consultants LLC | 557 | $235.6K | 0.08% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 553 | $234.0K | 0.03% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 552 | $233.6K | 0.04% | −13−2.3% | Reduced |
| Nikulski Financial, Inc. | 552 | $233.6K | 0.07% | 00.0% | Unchanged |
| BlackRock, Inc. | 551 | $233.1K | 0.00% | +551 | New |
| Fayez Sarofim & Co | 550 | $232.7K | 0.00% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 550 | $232.7K | 0.01% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 550 | $232.7K | 0.05% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 549 | $232.3K | 0.03% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 548 | $231.8K | 0.02% | +548 | New |
| BFSG, LLC | 546 | $231.0K | 0.03% | −14,980−96.5% | Reduced |
| Stanley-Laman Group, Ltd. | 542 | $229.3K | 0.03% | +542 | New |
| Garden State Investment Advisory Services LLC | 537 | $229.0K | 0.07% | −34−6.0% | Reduced |
| Principle Wealth Partners LLC | 540 | $228.5K | 0.02% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 538 | $227.6K | 0.10% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 537 | $227.3K | 0.09% | +1+0.2% | Added |
| Tull Financial Group, Inc. | 537 | $227.0K | 0.14% | +537 | New |
| Boyd Watterson Asset Management LLC | 533 | $225.5K | 0.06% | 00.0% | Unchanged |
| Aire Advisors, LLC | 532 | $225.2K | 0.05% | +2+0.4% | Added |
| Fifth Third Wealth Advisors LLC | 532 | $225.1K | 0.01% | +532 | New |
| Cottage Street Advisors LLC | 531 | $224.7K | 0.12% | +1+0.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 530 | $224.3K | 0.03% | +530 | New |
| CIC Wealth, LLC | 530 | $224.2K | 0.06% | 00.0% | Unchanged |
| Partners in Financial Planning | 529 | $224.0K | 0.05% | −27−4.9% | Reduced |