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, Q4 2024
Institutional positions in SPDR Dow Jones Industrial Average ETF Trust as of Dec 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
- 1,298
- +135 vs. Q3 2024
- Shares held
- 35.6M
- +2.22M (+6.7%) vs. Q3 2024
- Total value
- $15.2B
- +$2.47B (+19.5%) vs. Q3 2024
- New holders
- 191
- 448 more added
- Sold out
- 56
- 337 more reduced
26 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding SPDR Dow Jones Industrial Average ETF Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Canandaigua National Bank & Trust Co | 7,896 | $3.36M | 0.33% | −159−2.0% | Reduced |
| Novak & Powell Financial Services, Inc. | 7,923 | $3.37M | 2.01% | −544−6.4% | Reduced |
| Balboa Wealth Partners | 7,961 | $3.39M | 0.77% | +3,656+84.9% | Added |
| Wedbush Securities Inc | 8,026 | $3.42M | 0.12% | −2,403−23.0% | Reduced |
| Asset Dedication, LLC | 8,059 | $3.43M | 0.27% | +2,318+40.4% | Added |
| Huntington National Bank | – | $3.43M | 0.02% | – | – |
| Arkadios Wealth Advisors | 8,131 | $3.46M | 0.19% | −301−3.6% | Reduced |
| Fortune 45 LLC | 8,166 | $3.48M | 2.27% | +22+0.3% | Added |
| Harvest Investment Services, LLC | 8,375 | $3.56M | 0.87% | +3,784+82.4% | Added |
| Founders Financial Alliance, LLC | 8,376 | $3.56M | 0.98% | +32+0.4% | Added |
| International Assets Investment Management, LLC | 8,417 | $3.57M | 0.30% | −3,393,772−99.8% | Reduced |
| Brookstone Capital Management | 8,393 | $3.57M | 0.05% | −238−2.8% | Reduced |
| US Bancorp | 8,405 | $3.58M | 0.00% | −325−3.7% | Reduced |
| Great Valley Advisor Group, Inc. | 8,454 | $3.60M | 0.08% | −465−5.2% | Reduced |
| Union Bancaire Privee, UBP SA | 8,864 | $3.62M | 0.06% | +8,864 | New |
| Main Street Financial Solutions, LLC | 8,557 | $3.64M | 0.36% | +303+3.7% | Added |
| Schnieders Capital Management LLC | 8,562 | $3.64M | 0.72% | −120−1.4% | Reduced |
| Bank of Nova Scotia | 8,629 | $3.67M | 0.01% | −642−6.9% | Reduced |
| Serenus Wealth Advisors, LLC | 8,651 | $3.68M | 0.64% | +8,651 | New |
| Greenup Street Wealth Management LLC | 8,699 | $3.70M | 0.74% | +8,699 | New |
| Stelac Advisory Services LLC | 8,723 | $3.72M | 1.45% | −114−1.3% | Reduced |
| AlphaStar Capital Management, LLC | 8,790 | $3.74M | 0.39% | +657+8.1% | Added |
| Belpointe Asset Management LLC | 9,014 | $3.75M | 0.23% | −7,181−44.3% | Reduced |
| Capital Wealth Alliance, LLC | 8,822 | $3.75M | 2.13% | +229+2.7% | Added |
| Tufton Capital Management | 8,826 | $3.76M | 0.71% | −143−1.6% | Reduced |
| GFS Advisors, LLC | 8,948 | $3.81M | 0.58% | −369−4.0% | Reduced |
| PKS Advisory Services, LLC | 8,980 | $3.81M | 1.07% | +8,980 | New |
| Foresight Capital Management Advisors, Inc. | 8,953 | $3.81M | 2.23% | +43+0.5% | Added |
| Summit Wealth Partners, LLC | 8,982 | $3.82M | 0.78% | −30−0.3% | Reduced |
| Change Path, LLC | 9,041 | $3.85M | 0.12% | +2,322+34.6% | Added |
| CIBC Private Wealth Group, LLC | 9,253 | $3.94M | 0.01% | −278−2.9% | Reduced |
| HB Wealth Management, LLC | 9,322 | $3.97M | 0.04% | −89−0.9% | Reduced |
| Wall Street Access Asset Management, LLC | 9,393 | $4.00M | 1.51% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 9,721 | $4.14M | 0.13% | −90−0.9% | Reduced |
| Sigma Planning Corp | 9,950 | $4.23M | 0.13% | +1,656+20.0% | Added |
| Kovack Advisors, Inc. | 10,091 | $4.29M | 0.42% | +2,702+36.6% | Added |
| Capital Advisory Group Advisory Services, LLC | 10,277 | $4.37M | 1.57% | +2,718+36.0% | Added |
| AtlasMark Financial, Inc | 10,400 | $4.43M | 4.07% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 10,406 | $4.43M | 3.36% | +10,406 | New |
| Hilltop Holdings Inc. | 10,442 | $4.44M | 0.28% | +510+5.1% | Added |
| National Asset Management, Inc. | 10,557 | $4.51M | 0.15% | −1,386−11.6% | Reduced |
| Heritage Wealth Partners, LLC | 10,736 | $4.57M | 5.73% | +976+10.0% | Added |
| Northern Financial Advisors Inc | 10,851 | $4.62M | 3.69% | −1,340−11.0% | Reduced |
| Money Concepts Capital Corp | 11,005 | $4.68M | 0.35% | +11,005 | New |
| Narwhal Capital Management | 11,082 | $4.72M | 0.42% | +20.0% | Added |
| Tortoise Investment Management, LLC | 11,132 | $4.74M | 0.50% | −187−1.7% | Reduced |
| Smith Anglin Financial, LLC | 11,230 | $4.78M | 0.45% | −380−3.3% | Reduced |
| Insigneo Advisory Services, LLC | 11,309 | $4.81M | 0.50% | +717+6.8% | Added |
| Nwam LLC | 11,426 | $4.86M | 0.30% | +166+1.5% | Added |
| Moneta Group Investment Advisors LLC | 11,427 | $4.86M | 0.07% | +30.0% | Added |
| Miracle Mile Advisors, LLC | 11,506 | $4.90M | 0.10% | +30.0% | Added |
| Littlejohn Financial Services, Inc. | 11,598 | $4.94M | 4.42% | +11,598 | New |
| Kovitz Investment Group Partners, LLC | 11,711 | $4.98M | 0.02% | +791+7.2% | Added |
| Bay Rivers Group | 11,974 | $5.09M | 2.47% | +87+0.7% | Added |
| NewEdge Wealth, LLC | 12,030 | $5.12M | 0.09% | +8,035+201.1% | Added |
| Brighton Jones LLC | 12,054 | $5.13M | 0.15% | +1,116+10.2% | Added |
| American National Bank | 12,121 | $5.16M | 0.58% | −284−2.3% | Reduced |
| Integrated Advisors Network LLC | 12,256 | $5.21M | 0.25% | +4,140+51.0% | Added |
| Montag A & Associates Inc | 12,245 | $5.23M | 0.25% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 12,300 | $5.23M | 1.14% | −101−0.8% | Reduced |
| Absolute Capital Management, LLC | 12,400 | $5.28M | 2.92% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 12,510 | $5.33M | 1.65% | +305+2.5% | Added |
| Squarepoint Ops LLC | 12,620 | $5.37M | 0.01% | −40,425−76.2% | Reduced |
| IFG Advisors, LLC | 12,620 | $5.37M | 1.07% | −78−0.6% | Reduced |
| Thoroughbred Financial Services, LLC | 12,841 | $5.46M | 0.33% | +22+0.2% | Added |
| Cowa, LLC | 11,461 | $5.51M | 2.54% | −1,527−11.8% | Reduced |
| Lido Advisors, LLC | 12,937 | $5.52M | 0.03% | −1,291−9.1% | Reduced |
| Advisors Management Group Inc | 13,048 | $5.55M | 1.31% | +17+0.1% | Added |
| Venture Visionary Partners LLC | 13,088 | $5.57M | 0.24% | +25+0.2% | Added |
| Summit Asset Management, LLC | 13,177 | $5.61M | 0.99% | −72−0.5% | Reduced |
| Proequities, Inc. | 12,796 | $5.65M | 0.32% | +236+1.9% | Added |
| Greenwich Wealth Management LLC | 13,316 | $5.67M | 0.40% | −40.0% | Reduced |
| Transcend Wealth Collective, LLC | 13,326 | $5.67M | 0.41% | +6,647+99.5% | Added |
| Birinyi Associates Inc | 13,459 | $5.73M | 1.58% | −10.0% | Reduced |
| Guardian Asset Advisors, LLC | 13,463 | $5.73M | 3.68% | −1,894−12.3% | Reduced |
| LM Advisors LLC | 13,479 | $5.75M | 1.03% | +261+2.0% | Added |
| CoreCap Advisors, LLC | 13,585 | $5.78M | 0.26% | +11,674+610.9% | Added |
| CVFG LLC | 13,805 | $5.87M | 5.36% | +13,805 | New |
| RPS Advisory Solutions LLC | 13,921 | $5.92M | 3.69% | +13,921 | New |
| Spire Wealth Management | 13,936 | $5.93M | 0.18% | +6,485+87.0% | Added |
| Brown Advisory Inc | 13,942 | $5.93M | 0.01% | +385+2.8% | Added |
| Alexis Investment Partners, LLC | 13,977 | $5.95M | 2.91% | +13,977 | New |
| CWM, LLC | 14,118 | $6.01M | 0.02% | +7,566+115.5% | Added |
| Marex Group plc | 14,368 | $6.11M | 0.10% | +14,368 | New |
| Frank, Rimerman Advisors LLC | 14,604 | $6.21M | 0.45% | +149+1.0% | Added |
| Fortis Group Advisors, LLC | 14,821 | $6.31M | 1.17% | +1,624+12.3% | Added |
| Curtis Advisory Group, LLC | 14,860 | $6.32M | 1.67% | −110−0.7% | Reduced |
| Iowa State Bank | 14,870 | $6.33M | 1.32% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 14,903 | $6.34M | 0.06% | −1,442−8.8% | Reduced |
| Bremer Bank National Association | 14,934 | $6.35M | 1.26% | −23−0.2% | Reduced |
| Fourth Dimension Wealth, LLC | 14,974 | $6.37M | 3.32% | +14,974 | New |
| Intergy Private Wealth, LLC | 14,999 | $6.38M | 2.38% | +116+0.8% | Added |
| D.A. Davidson & Co. | 15,040 | $6.40M | 0.05% | +2,212+17.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 15,083 | $6.42M | 0.18% | +5,500+57.4% | Added |
| Echo45 Advisors LLC | 15,063 | $6.43M | 4.22% | −5,059−25.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 15,278 | $6.50M | 0.61% | −84−0.5% | Reduced |
| IFP Advisors, Inc | 15,296 | $6.51M | 0.21% | −9,811−39.1% | Reduced |
| Neuberger Berman Group LLC | 15,461 | $6.58M | 0.01% | +500+3.3% | Added |
| Moloney Securities Asset Management, LLC | 15,488 | $6.59M | 0.88% | +14,633+1,711.5% | Added |
| EP Wealth Advisors, LLC | 15,567 | $6.62M | 0.05% | −1,591−9.3% | Reduced |