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SPDR Dow Jones Industrial Average ETF Trust

DIA
交易所
NYSE
SEC CIK
0001041130

近 90 天,SPDR Dow Jones Industrial Average ETF Trust 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 1,458 家機構在 13F 申報持有,市值合計 $160.9 億;沒有大師持有。

2021 年第 4 季與 2021 年第 3 季比較

持有 SPDR Dow Jones Industrial Average ETF Trust 的機構從 2021 年第 3 季到 2021 年第 4 季的變化。

2021 年第 4 季全部持有人2021 年第 3 季全部持有人

DIA 的 13F 持有人:2021 年第 3 季與 2021 年第 4 季比較
項目2021 年第 3 季其中尚未申報 2021 年第 4 季2021 年第 4 季變化
持有家數89318962+87
股數2,710 萬17.9 萬2,671 萬−21.2 萬 (−0.8%)
市值$91.4 億$4,016 萬$97.1 億+$6.10 億 (+6.7%)

18 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(157 家)

2021 年第 4 季季末持有 SPDR Dow Jones Industrial Average ETF Trust、2021 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 157 家。

2021 年第 4 季新進 DIA 的機構
機構股數市值佔組合 %
Oliver Lagore Vanvalin Investment Group280,060$1.02 億7.29%
Twin Tree Management, LP230,165$8,362 萬2.03%
Barings LLC63,267$2,299 萬0.59%
Qube Research & Technologies Ltd62,314$2,264 萬0.17%
Marshall Wace, LLP50,195$1,824 萬0.04%
CTC LLC46,662$1,695 萬0.39%
American Planning Services, Inc.45,739$1,662 萬14.71%
MKT Advisors LLC48,380$1,652 萬12.94%
National Bank of Canada43,934$1,597 萬0.07%
Pinnacle Family Advisors, LLC31,222$1,134 萬5.14%
Ameritas Advisory Services, LLC27,198$988.1 萬0.36%
Skandinaviska Enskilda Banken AB (publ)27,003$983.1 萬0.05%
TD Waterhouse Canada Inc.25,951$955.1 萬0.09%
Denver Wealth Management, Inc.24,415$887.0 萬8.51%
Amplius Wealth Advisors, LLC24,326$883.8 萬1.22%
Intergy Private Wealth, LLC23,295$846.4 萬6.61%
Fortune 45 LLC19,827$720.3 萬6.33%
Equitec Proprietary Markets, LLC18,440$670.0 萬3.56%
Echo45 Advisors LLC16,553$601.4 萬4.82%
Bremer Bank National Association14,918$542.0 萬0.90%
Allie Family Office LLC14,539$528.8 萬4.19%
Paloma Partners Management Co14,088$511.8 萬0.16%
Edgestream Partners, L.P.10,677$387.9 萬0.24%
Linker Capital Management Inc.9,984$362.7 萬3.49%
HB Wealth Management, LLC9,522$345.9 萬0.07%
Advisor Resource Council9,296$337.8 萬0.26%
Arvest Trust Co N A9,252$336.2 萬0.18%
Western Wealth Management, LLC9,204$334.5 萬0.33%
Lumina Fund Management LLC8,420$305.9 萬1.23%
Epic Trust Investment Advisors, LLC8,402$305.3 萬4.43%
Autumn Glory Partners, LLC7,932$288.2 萬1.20%
Lowery Thomas, LLC7,734$281.0 萬1.94%
Melone Private Wealth, LLC7,511$272.9 萬2.05%
Kellett Schaffner Wealth Advisors LLC7,296$265.1 萬2.03%
Fingerlakes Wealth Management, Inc.6,755$245.2 萬2.76%
Foresight Capital Management Advisors, Inc.6,394$232.3 萬2.26%
Guardian Wealth Advisors, LLC6,368$231.4 萬0.99%
Objective Capital Management, LLC6,286$228.4 萬1.62%
Nomura Asset Management Co Ltd6,175$224.4 萬0.01%
Vontobel Holding Ltd.5,699$207.1 萬0.02%
Collaborative Wealth Managment Inc.5,229$190.0 萬1.04%
Goldstream Capital Management Ltd4,880$177.4 萬0.44%
Monograph Wealth Advisors, LLC4,541$165.3 萬0.42%
Dixon Hughes Goodman Wealth Advisors LLC3,903$141.8 萬0.46%
Morton Capital Management LLC3,896$141.5 萬0.58%
Resurgent Financial Advisors LLC3,830$139.2 萬1.15%
Vienna Asset Management LLC3,595$130.6 萬1.19%
Bradley Foster & Sargent Inc3,540$128.6 萬0.03%
Cowen and Company, LLC3,530$128.3 萬0.12%
Heritage Investment Group, Inc.3,480$126.4 萬1.00%
Spring Capital Management, LLC3,126$113.6 萬0.90%
Keystone Wealth Services, LLC2,880$104.6 萬0.42%
Etfidea, LLC2,873$104.4 萬0.42%
Maxele Advisors, LLC2,781$101.0 萬1.17%
Colonial River Wealth Management, LLC2,548$92.6 萬0.50%
FDx Advisors, Inc.2,465$89.6 萬0.02%
Zimmermann Investment Management & Planning LLC2,324$84.4 萬0.47%
Investment House LLC2,238$81.3 萬0.05%
CWM, LLC2,179$79.2 萬0.01%
Wintrust Investments LLC2,109$76.6 萬0.07%
Point72 Hong Kong Ltd2,068$75.1 萬0.06%
Widmann Financial Services, Inc.2,049$74.4 萬0.61%
Strategies Wealth Advisors, LLC1,985$72.1 萬0.20%
Sterling Investment Counsel, LLC1,923$69.9 萬0.47%
Axxcess Wealth Management, LLC1,840$66.9 萬0.05%
Allspring Global Investments Holdings, LLC1,800$65.3 萬0.00%
Quantum Private Wealth, LLC1,652$60.0 萬0.23%
Eagle Rock Investment Company, LLC1,627$59.1 萬0.11%
Altfest L J & Co Inc1,474$53.5 萬0.10%
EverSource Wealth Advisors, LLC1,350$49.1 萬0.14%
BNC Wealth Management, LLC1,278$46.4 萬0.22%
Powers Advisory Group, LLC1,238$45.0 萬0.32%
Kaydan Wealth Management, Inc.1,234$44.8 萬0.17%
CoreCap Advisors, LLC1,216$44.2 萬0.03%
Tyler-Stone Wealth Management1,167$42.4 萬0.22%
Verition Fund Management LLC1,161$42.2 萬0.01%
Fortitude Advisory Group L.L.C.1,156$42.0 萬0.21%
Wealthspan Partners, LLC1,128$41.0 萬0.36%
Atlantic Private Wealth, LLC1,098$39.9 萬0.36%
Waddell & Associates, LLC1,078$39.2 萬0.06%
Pitti Group Wealth Management, LLC1,076$39.1 萬0.44%
Y-Intercept (Hong Kong) Ltd1,035$37.6 萬0.09%
High Net Worth Advisory Group LLC1,027$37.3 萬0.13%
Alterna Wealth Management, Inc1,025$37.2 萬0.31%
Citizens Financial Group Inc1,000$36.3 萬0.01%
Retirement Income Solutions, Inc968$35.2 萬0.09%
PCG Wealth Advisors, LLC959$34.7 萬0.24%
Greenwich Investment Management, Inc.950$34.5 萬0.23%
Tiemann Investment Advisors, LLC950$34.5 萬0.15%
Paragon Capital Management Inc927$33.7 萬0.29%
W Advisors, LLC925$33.6 萬0.25%
Householder Group Estate & Retirement Specialist, LLC919$33.4 萬0.12%
Gray Wealth Management Inc.904$32.8 萬0.16%
Unionview, LLC899$32.7 萬0.31%
Soltis Investment Advisors LLC893$32.4 萬0.05%
Retirement Planning Co of New England, Inc.874$31.7 萬0.15%
Badgley Phelps Wealth Managers, LLC850$30.9 萬0.01%
Warner Financial, Inc803$29.2 萬0.24%
Sassicaia Capital Advisers LLC800$29.1 萬2.01%
Round Rock Advisors, LLC790$28.7 萬0.13%

清倉機構(70 家)

2021 年第 3 季季末持有 SPDR Dow Jones Industrial Average ETF Trust、2021 年第 4 季有申報但已經沒有持有的機構。

2021 年第 4 季清倉 DIA 的機構
機構2021 年第 3 季股數2021 年第 3 季市值
Mizuho Bank, Ltd.750,000$2.54 億
Sumitomo Mitsui Financial Group, Inc.260,000$8,796 萬
Forward Management, LLC256,875$8,690 萬
Broadmark Asset Management LLC95,868$3,243 萬
HRT Financial LP49,845$1,686 萬
Cutler Group LP44,278$1,498 萬
Mizuho Securities USA LLC27,431$928.0 萬
Mirae Asset Global Investments Co., Ltd.26,400$893.1 萬
Two Sigma Securities, LLC22,713$768.4 萬
Strategic Wealth Advisors Group, LLC14,270$482.7 萬
Outlook Wealth Advisors, LLC14,087$476.6 萬
Henshaw Capital LLC12,000$405.9 萬
Exchange Traded Concepts, LLC10,368$350.7 萬
Simplex Trading, LLC6,579$227.8 萬
Capital Asset Advisory Services LLC6,242$211.6 萬
ING Groep NV4,722$159.7 萬
Bingham Osborn & Scarborough LLC3,952$134.0 萬
Koss-Olinger Consulting, LLC3,550$120.1 萬
BEAM Asset Management, LLC3,297$111.5 萬
Bayesian Capital Management, LP3,110$105.2 萬
Biltmore Capital Advisors LLC3,000$101.5 萬
Noesis Capital Mangement Corp2,968$100.4 萬
Pinz Capital Management, LP2,851$96.4 萬
Migdal Insurance & Financial Holdings Ltd.2,690$91.0 萬
King Luther Capital Management Corp–$82.2 萬
Global Retirement Partners, LLC2,126$71.9 萬
Segall Bryant & Hamill, LLC1,768$59.8 萬
Cornerstone Investment Partners, LLC1,627$55.0 萬
Freestone Capital Holdings, LLC1,415$47.9 萬
Doliver Advisors, LP1,407$47.6 萬
FLC Capital Advisors1,390$47.0 萬
PVG Asset Management Corp1,374$46.5 萬
WoodTrust Financial Corp1,349$45.6 萬
Cliftonlarsonallen Wealth Advisors, LLC1,304$44.1 萬
Avalon Investment & Advisory1,210$40.9 萬
Cooper Financial Group1,149$38.9 萬
Coldstream Capital Management Inc1,317$36.6 萬
Hall Private Wealth Advisors1,071$36.2 萬
TownSquare Capital, LLC1,065$36.0 萬
Ground Swell Capital, LLC1,062$35.9 萬
Madden Securities Corp1,037$35.1 萬
Diversified Trust Co812$27.5 萬
Trellis Advisors, LLC733$24.8 萬
Pallas Capital Advisors LLC663$24.0 萬
Gerber Kawasaki Wealth & Investment Management709$23.9 萬
Darwin Advisors, LLC663$22.4 萬
Nikulski Financial, Inc.645$21.8 萬
QCM Cayman, Ltd.639$21.6 萬
Mitchell McLeod Pugh & Williams Inc614$20.8 萬
Fortem Financial Group, LLC602$20.4 萬
Prelude Capital Management, LLC600$20.3 萬
O'Shaughnessy Asset Management, LLC509$17.2 萬
Evolution Wealth Advisors, LLC461$15.6 萬
Meridian Wealth Partners, LLC343$11.6 萬
Arkadios Wealth Advisors300$10.1 萬
Ironwood Financial, llc270$9.10 萬
D'Orazio & Associates, Inc.250$8.50 萬
Guidance Point Advisors, LLC185$6.20 萬
Capital Directions Investment Advisors, LLC171$5.80 萬
Cahill Financial Advisors Inc116$3.90 萬
Better Money Decisions, LLC101$3.40 萬
Herold Advisors, Inc.60$2.00 萬
Walled Lake Planning & Wealth Management, LLC52$1.80 萬
Enterprise Trust & Investment Co43$1.50 萬
Massmutual Trust Co FSB40$1.40 萬
Firestone Capital Management41$1.40 萬
RPG Investment Advisory, LLC30$1.00 萬
Joseph P. Lucia & Associates, LLC22$7,000
Cordasco Financial Network15$5,000
PEAK6 Investments LLC2$1,000

尚未申報 2021 年第 4 季的機構(18 家)

2021 年第 3 季季末持有 SPDR Dow Jones Industrial Average ETF Trust、還沒有申報 2021 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 3 季持有 DIA、尚未申報 2021 年第 4 季的機構
機構2021 年第 3 季股數2021 年第 3 季市值
Ameritas Investment Company, LLC26,473$895.5 萬
Eudaimonia Partners, LLC23,779$804.4 萬
Freed Investment Group20,523$694.3 萬
Arvest Bank Trust Division9,145$309.3 萬
Homrich & Berg8,758$296.3 萬
Spring Creek Investment Management, LLC7,800$263.9 萬
Swaine & Leidel Wealth Services, LLC6,029$203.9 萬
BFT Financial Group, LLC4,058$137.3 萬
Mid Atlantic Financial Management Inc2,771$93.8 萬
Landsberg, Bennett, & Dubbaneh LLC2,450$84.1 萬
BBVA USA1,942$65.7 萬
Wealth Quarterback LLC61,762$41.0 萬
Psagot Investment House Ltd.1,099$37.2 萬
Hochman Cole Investment Advisors, Inc.904$30.6 萬
Harbor Financial Services, LLC650$22.0 萬
Heritage Wealth Management, LLC600$20.3 萬
Security National Trust Co400$13.8 萬
Sonora Investment Management, LLC80$2.70 萬