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 |
|---|---|---|---|---|---|
| JDM Financial Group LLC | 1,490 | $634.0K | 0.33% | 00.0% | Unchanged |
| Destination Wealth Management | 1,498 | $637.4K | 0.02% | +1+0.1% | Added |
| Primoris Wealth Advisors, LLC | 1,500 | $638.3K | 0.49% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 1,501 | $638.7K | 0.01% | +827+122.7% | Added |
| Ballentine Partners, LLC | 1,502 | $639.1K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,508 | $641.7K | 0.35% | +1,508 | New |
| Howard Capital Management Inc. | 1,510 | $642.6K | 0.01% | +89+6.3% | Added |
| First Financial Corp | 1,512 | $643.4K | 0.30% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,517 | $645.5K | 0.04% | 00.0% | Unchanged |
| Traction Financial Partners, LLC | 1,520 | $646.7K | 0.50% | +4+0.3% | Added |
| Fidelity D & D Bancorp Inc | 1,521 | $647.2K | 0.43% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 1,525 | $648.9K | 0.11% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,536 | $653.7K | 0.14% | +2+0.1% | Added |
| Carnegie Capital Asset Management, LLC | 1,541 | $655.6K | 0.02% | −3−0.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 1,543 | $656.8K | 0.18% | −10−0.6% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 1,545 | $657.4K | 0.36% | +1,545 | New |
| Sugarloaf Wealth Management, LLC | 1,555 | $661.7K | 0.13% | −1,396−47.3% | Reduced |
| United Capital Financial Advisers, LLC | 1,556 | $662.1K | 0.01% | −514−24.8% | Reduced |
| Quartz Partners, LLC | 1,561 | $664.2K | 0.40% | +232+17.5% | Added |
| D L Carlson Investment Group Inc | 1,568 | $667.2K | 0.12% | −39−2.4% | Reduced |
| Per Stirling Capital Management, LLC. | 1,569 | $667.7K | 0.09% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 1,577 | $671.0K | 0.05% | −210−11.8% | Reduced |
| Johnson Financial Group, Inc. | 1,510 | $672.8K | 0.03% | 00.0% | Unchanged |
| DSG Capital Advisors, LLC | 1,592 | $677.4K | 0.12% | +1,592 | New |
| Bensler, LLC | 1,607 | $683.8K | 0.08% | +1+0.1% | Added |
| Resources Investment Advisors, LLC. | 1,611 | $685.6K | 0.01% | −23−1.4% | Reduced |
| Sage Capital Advisors,llc | 1,618 | $688.3K | 0.18% | +6+0.4% | Added |
| Valmark Advisers, Inc. | 1,626 | $691.7K | 0.01% | +366+29.0% | Added |
| Aviance Capital Partners, LLC | 1,629 | $693.1K | 0.10% | −20−1.2% | Reduced |
| Howard Wealth Management, LLC | 1,629 | $693.2K | 0.38% | −171−9.5% | Reduced |
| Lodestar Private Asset Management LLC | 1,631 | $694.0K | 0.09% | −121−6.9% | Reduced |
| Denver Wealth Management, Inc. | 1,637 | $696.5K | 0.31% | −17−1.0% | Reduced |
| Fogel Capital Management, Inc. | 1,638 | $697.0K | 0.35% | −52−3.1% | Reduced |
| Sheets Smith Wealth Management | 1,638 | $697.0K | 0.09% | 00.0% | Unchanged |
| Burns J W & Co Inc | 1,639 | $697.4K | 0.09% | −50−3.0% | Reduced |
| Chokshi & Queen Wealth Advisors, Inc | 1,643 | $699.1K | 0.43% | +1,643 | New |
| GPS Wealth Strategies Group, LLC | 1,662 | $707.0K | 0.09% | +19+1.2% | Added |
| Global Financial Private Client, LLC | 1,664 | $708.0K | 0.27% | −1−0.1% | Reduced |
| Eldridge Investment Advisors, Inc. | 1,670 | $711.0K | 0.17% | −10−0.6% | Reduced |
| Activest Wealth Management | 1,676 | $713.3K | 0.20% | +276+19.7% | Added |
| Summit X, LLC | 1,686 | $717.5K | 0.16% | +162+10.6% | Added |
| American Alpha Advisors, LLC | 1,688 | $718.2K | 0.65% | +81+5.0% | Added |
| M3 Advisory Group, LLC | 1,689 | $718.6K | 0.51% | +22+1.3% | Added |
| Meritage Portfolio Management | 1,693 | $720.4K | 0.04% | 00.0% | Unchanged |
| Argentarii, LLC | 1,696 | $721.7K | 0.36% | +1,696 | New |
| Albion Financial Group | 1,702 | $724.2K | 0.05% | +1,053+162.2% | Added |
| Eastern Bank | 1,707 | $726.3K | 0.01% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,709 | $727.2K | 0.00% | +3+0.2% | Added |
| Evercore Wealth Management, LLC | 1,712 | $728.5K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 1,715 | $729.7K | 0.00% | −5,162−75.1% | Reduced |
| OMNI 360 Wealth, Inc. | 1,719 | $731.4K | 0.49% | −10−0.6% | Reduced |
| Consolidated Capital Management, LLC | 1,721 | $732.3K | 0.32% | +11+0.6% | Added |
| Capital Advisors Inc | 1,722 | $732.6K | 0.01% | +49+2.9% | Added |
| Financial Engines Advisors L.L.C. | 1,729 | $735.6K | 0.00% | +12+0.7% | Added |
| Optima Capital LLC | 1,728 | $737.4K | 0.51% | +1,728 | New |
| Rothschild Investment LLC | 1,737 | $739.1K | 0.05% | +460+36.0% | Added |
| HCR Wealth Advisors | 1,739 | $740.0K | 0.09% | +2+0.1% | Added |
| Franklin Resources Inc | 1,749 | $744.2K | 0.00% | −65−3.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,751 | $745.2K | 0.04% | +474+37.1% | Added |
| First Hawaiian Bank | 1,762 | $749.7K | 0.02% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,766 | $751.4K | 0.12% | 00.0% | Unchanged |
| Innovative Wealth Building LLC | 1,773 | $754.6K | 0.68% | +1,773 | New |
| Cypress Wealth Services, LLC | 1,783 | $758.7K | 0.15% | +179+11.2% | Added |
| Sims Investment Management, LLC | 1,786 | $759.9K | 0.43% | +1,786 | New |
| Hobbs Group Advisors, LLC | 1,793 | $763.0K | 0.29% | +7+0.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,800 | $765.9K | 0.12% | +1,270+239.6% | Added |
| Horizon Wealth Management, LLC | 1,810 | $770.2K | 0.13% | −8,069−81.7% | Reduced |
| Holderness Investments Co | 1,813 | $771.3K | 0.17% | +60+3.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,820 | $774.4K | 0.01% | +1,820 | New |
| American Investment Services, Inc. | 1,824 | $775.9K | 0.14% | −164−8.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 1,826 | $777.0K | 0.35% | −20−1.1% | Reduced |
| Acas, LLC | 1,733 | $777.5K | 0.58% | +465+36.7% | Added |
| Signature Estate & Investment Advisors LLC | 1,848 | $786.1K | 0.02% | +381+26.0% | Added |
| Financial Futures Ltd Liability Co. | 1,849 | $786.8K | 0.45% | −153−7.6% | Reduced |
| Soundwatch Capital LLC | 1,850 | $787.2K | 0.08% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 1,854 | $788.7K | 0.16% | −251−11.9% | Reduced |
| Farmers National Bank | 1,859 | $791.0K | 0.23% | +1,859 | New |
| Capital Performance Advisors LLP | 1,859 | $791.2K | 0.25% | +6+0.3% | Added |
| NCP Inc. | 1,867 | $794.1K | 0.41% | +287+18.2% | Added |
| 180 Wealth Advisors, LLC | 1,876 | $798.2K | 0.13% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,880 | $800.0K | 0.32% | +1,880 | New |
| Archetype Wealth Partners | 1,890 | $804.0K | 0.12% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,891 | $804.6K | 0.20% | +405+27.3% | Added |
| Strategies Wealth Advisors, LLC | 1,836 | $816.5K | 0.10% | −203−10.0% | Reduced |
| Mutual Advisors, LLC | 1,894 | $817.4K | 0.02% | −4,034−68.0% | Reduced |
| Stonebrook Private Inc. | 1,927 | $819.8K | 0.21% | −170−8.1% | Reduced |
| SOL Capital Management CO | 1,930 | $821.0K | 0.09% | −50−2.5% | Reduced |
| Chicago Capital, LLC | 1,937 | $824.2K | 0.02% | +1,937 | New |
| Cim, LLC | 1,940 | $825.5K | 0.12% | 00.0% | Unchanged |
| United Bank | 1,944 | $827.2K | 0.10% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,948 | $828.9K | 0.15% | +1+0.1% | Added |
| Glenmede Trust Co NA | 1,964 | $835.7K | 0.00% | +30+1.6% | Added |
| L.M. Kohn & Company | 1,980 | $842.3K | 0.22% | −25−1.2% | Reduced |
| Drexel Morgan & Co. | 2,000 | $851.0K | 0.18% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,022 | $860.4K | 0.04% | −107−5.0% | Reduced |
| Bawa N Mallick Trust | 2,025 | $861.6K | 0.38% | +2,025 | New |
| Romano Brothers and Company | 2,052 | $873.3K | 0.11% | −10−0.5% | Reduced |
| Gables Capital Management Inc. | 2,054 | $874.0K | 0.42% | +498+32.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,077 | $883.8K | 0.03% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 2,079 | $884.6K | 0.06% | +16+0.8% | Added |