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 |
|---|---|---|---|---|---|
| Castle Rock Wealth Management, LLC | 2,557 | $1.08M | 0.26% | −343−11.8% | Reduced |
| Beaumont Financial Advisors, LLC | 2,544 | $1.08M | 0.08% | +56+2.3% | Added |
| Citizens & Northern Corp | 2,543 | $1.08M | 0.32% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,542 | $1.08M | 0.06% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,530 | $1.07M | 0.07% | −67−2.6% | Reduced |
| Koss-Olinger Consulting, LLC | 2,520 | $1.07M | 0.09% | −110−4.2% | Reduced |
| Valeo Financial Advisors, LLC | 2,508 | $1.06M | 0.03% | +257+11.4% | Added |
| Peak Planning Group, LLC | 2,461 | $1.04M | 0.46% | −881−26.4% | Reduced |
| Nuveen Asset Management, LLC | 2,450 | $1.04M | 0.00% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 2,455 | $1.04M | 0.79% | +20+0.8% | Added |
| Northwest Financial Advisors | 2,451 | $1.04M | 0.83% | −17−0.7% | Reduced |
| Holistic Planning, LLC | 2,449 | $1.04M | 0.44% | +2,449 | New |
| Clear Point Advisors Inc. | 2,428 | $1.03M | 0.79% | +5+0.2% | Added |
| Kelman-Lazarov, Inc. | 2,425 | $1.03M | 0.18% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 2,610 | $1.02M | 0.27% | 00.0% | Unchanged |
| XML Financial, LLC | 2,401 | $1.02M | 0.09% | +27+1.1% | Added |
| Financial Alternatives, Inc | 2,395 | $1.01M | 0.71% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,391 | $1.01M | 0.04% | −108−4.3% | Reduced |
| Allie Family Office LLC | 2,368 | $1.00M | 0.54% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 2,365 | $1.00M | 0.16% | −4,431−65.2% | Reduced |
| Motco | 2,358 | $997.7K | 0.10% | −840−26.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,352 | $994.8K | 0.07% | −14,400−86.0% | Reduced |
| JT Stratford LLC | 2,350 | $994.3K | 0.17% | +18+0.8% | Added |
| USA Financial Portformulas Corp | 2,345 | $992.2K | 0.15% | −299−11.3% | Reduced |
| HBK Sorce Advisory LLC | 2,323 | $982.9K | 0.03% | +49+2.2% | Added |
| Benjamin Edwards Inc | 2,320 | $981.6K | 0.01% | +2,320 | New |
| Kesler, Norman & Wride, LLC | 2,317 | $980.2K | 0.19% | +3+0.1% | Added |
| First Citizens Bank & Trust Co | 2,307 | $976.1K | 0.02% | −3−0.1% | Reduced |
| Zhang Financial LLC | 2,303 | $974.4K | 0.06% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 2,294 | $970.6K | 0.07% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 2,293 | $970.4K | 0.50% | −178−7.2% | Reduced |
| PEAK6 Investments LLC | 2,287 | $967.6K | 0.05% | −898−28.2% | Reduced |
| Bleakley Financial Group, LLC | 2,282 | $965.4K | 0.03% | −27−1.2% | Reduced |
| Financial Counselors Inc | 2,266 | $958.8K | 0.01% | +1,019+81.7% | Added |
| Aptus Capital Advisors, LLC | 2,253 | $953.3K | 0.01% | −36−1.6% | Reduced |
| Lane & Associates LLC | 2,249 | $951.4K | 0.52% | −425−15.9% | Reduced |
| Bank of Hawaii | 2,245 | $949.9K | 0.04% | −2,002−47.1% | Reduced |
| Lionsbridge Wealth Management LLC | 2,238 | $946.9K | 0.75% | +2,238 | New |
| Schrum Private Wealth Management LLC | 2,202 | $931.4K | 0.48% | +1,023+86.8% | Added |
| Capital Investment Advisors, LLC | 2,192 | $927.7K | 0.02% | −15−0.7% | Reduced |
| Pacific Financial Group Inc | 2,186 | $924.9K | 0.68% | 00.0% | Unchanged |
| Private Trust Co NA | 2,172 | $919.0K | 0.09% | +75+3.6% | Added |
| Selective Wealth Management, Inc. | 2,165 | $911.1K | 0.38% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,129 | $900.7K | 0.04% | +4+0.2% | Added |
| Pegasus Asset Management, Inc. | 2,127 | $900.0K | 0.34% | −25−1.2% | Reduced |
| American Planning Services, Inc. | 2,108 | $892.0K | 0.71% | +3+0.1% | Added |
| LexAurum Advisors, LLC | 2,105 | $890.5K | 0.20% | −1,160−35.5% | Reduced |
| Duncan Williams Asset Management, LLC | 2,099 | $888.1K | 0.49% | +360+20.7% | Added |
| Stonebrook Private Inc. | 2,097 | $887.3K | 0.23% | −6−0.3% | Reduced |
| True North Advisors, LLC | 2,079 | $879.5K | 0.23% | +8+0.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,077 | $878.8K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,071 | $876.5K | 0.06% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 2,070 | $875.9K | 0.01% | +10.0% | Added |
| Jaffetilchin Investment Partners, LLC | 2,063 | $872.7K | 0.07% | +260+14.4% | Added |
| Romano Brothers and Company | 2,062 | $872.6K | 0.11% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 2,039 | $862.6K | 0.12% | +10.0% | Added |
| L.M. Kohn & Company | 2,005 | $848.2K | 0.22% | −47−2.3% | Reduced |
| Financial Futures Ltd Liability Co. | 2,002 | $847.1K | 0.49% | −13−0.6% | Reduced |
| Drexel Morgan & Co. | 2,000 | $846.2K | 0.16% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 1,993 | $843.3K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,992 | $842.8K | 0.03% | +1,908+2,271.4% | Added |
| American Investment Services, Inc. | 1,988 | $841.2K | 0.14% | +5+0.3% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 1,985 | $840.0K | 1.47% | +51+2.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,980 | $838.8K | 0.23% | +520+35.6% | Added |
| SOL Capital Management CO | 1,980 | $838.0K | 0.09% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 1,977 | $836.3K | 0.27% | +23+1.2% | Added |
| Visionary Wealth Advisors | 1,971 | $833.8K | 0.05% | −400−16.9% | Reduced |
| Duncker Streett & Co Inc | 1,947 | $823.9K | 0.15% | −197−9.2% | Reduced |
| United Bank | 1,944 | $822.5K | 0.10% | 00.0% | Unchanged |
| Cim, LLC | 1,940 | $820.9K | 0.12% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 1,934 | $818.3K | 0.00% | −96−4.7% | Reduced |
| Lion Street Advisors, LLC | 1,928 | $815.8K | 0.28% | +689+55.6% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,915 | $810.3K | 0.73% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,911 | $808.8K | 0.04% | −272−12.5% | Reduced |
| Prudential PLC | 1,900 | $803.9K | 0.00% | +370+24.2% | Added |
| Archetype Wealth Partners | 1,890 | $800.0K | 0.12% | −123−6.1% | Reduced |
| Saxon Interests, Inc. | 1,886 | $798.1K | 0.36% | +817+76.4% | Added |
| O'Shaughnessy Asset Management, LLC | 1,850 | $797.1K | 0.01% | +418+29.2% | Added |
| 180 Wealth Advisors, LLC | 1,876 | $793.7K | 0.12% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,853 | $784.1K | 0.24% | +6+0.3% | Added |
| Soundwatch Capital LLC | 1,850 | $782.8K | 0.12% | +724+64.3% | Added |
| Banco Santander, S.A. | 1,849 | $782.3K | 0.01% | −1,320−41.7% | Reduced |
| Franklin Resources Inc | 1,814 | $781.6K | 0.00% | +301+19.9% | Added |
| Key Client Fiduciary Advisors, LLC | 1,846 | $781.1K | 0.36% | +3+0.2% | Added |
| Sterling Investment Counsel, LLC | 1,845 | $780.7K | 0.28% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 1,800 | $761.6K | 0.44% | −45−2.4% | Reduced |
| Sax Wealth Advisors, LLC | 1,787 | $756.1K | 0.07% | −8−0.4% | Reduced |
| Hobbs Group Advisors, LLC | 1,786 | $755.8K | 0.27% | +6+0.3% | Added |
| Fagan Associates, Inc. | 1,766 | $747.2K | 0.13% | 00.0% | Unchanged |
| First Hawaiian Bank | 1,762 | $745.5K | 0.02% | 00.0% | Unchanged |
| Retirement Solution Inc. | 1,754 | $742.2K | 0.18% | +1,754 | New |
| Holderness Investments Co | 1,753 | $741.8K | 0.16% | +66+3.9% | Added |
| Lodestar Private Asset Management LLC | 1,752 | $741.3K | 0.09% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,747 | $739.0K | 0.05% | −428−19.7% | Reduced |
| HCR Wealth Advisors | 1,737 | $735.0K | 0.10% | +650+59.8% | Added |
| Buckingham Strategic Partners | 1,732 | $733.1K | 0.02% | −181−9.5% | Reduced |
| OMNI 360 Wealth, Inc. | 1,729 | $731.6K | 0.50% | −3−0.2% | Reduced |
| Financial Engines Advisors L.L.C. | 1,717 | $728.5K | 0.00% | +31+1.8% | Added |
| Evercore Wealth Management, LLC | 1,712 | $724.4K | 0.01% | −200−10.5% | Reduced |
| Consolidated Capital Management, LLC | 1,710 | $723.5K | 0.32% | +91+5.6% | Added |