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 1,457 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 13F 持有人
SPDR Dow Jones Industrial Average ETF Trust 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 962
- 較 2021 年第 3 季 +87 家
- 持有股數
- 2,671 萬
- 較 2021 年第 3 季 −21.2 萬 (−0.8%)
- 總市值
- $97.1 億
- 較 2021 年第 3 季 +$6.10 億 (+6.7%)
- 新進機構
- 157
- 另有 317 家加碼
- 清倉機構
- 70
- 另有 235 家減碼
另有 18 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 DIA 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,457 | $160.9 億 |
| 2026 年第 1 季 | 1,373 | $162.9 億 |
| 2025 年第 4 季 | 1,393 | $188.4 億 |
| 2025 年第 3 季 | 1,289 | $149.5 億 |
| 2025 年第 2 季 | 1,280 | $141.7 億 |
| 2025 年第 1 季 | 1,257 | $141.6 億 |
| 2024 年第 4 季 | 1,298 | $151.6 億 |
| 2024 年第 3 季 | 1,189 | $128.9 億 |
| 2024 年第 2 季 | 1,140 | $110.1 億 |
| 2024 年第 1 季 | 1,151 | $123.3 億 |
| 2023 年第 4 季 | 1,139 | $119.1 億 |
| 2023 年第 3 季 | 1,025 | $85.6 億 |
| 2023 年第 2 季 | 1,033 | $98.6 億 |
| 2023 年第 1 季 | 1,000 | $87.9 億 |
| 2022 年第 4 季 | 1,022 | $96.1 億 |
| 2022 年第 3 季 | 935 | $81.7 億 |
| 2022 年第 2 季 | 953 | $85.4 億 |
| 2022 年第 1 季 | 989 | $104.9 億 |
| 2021 年第 4 季 | 962 | $97.1 億 |
| 2021 年第 3 季 | 893 | $91.4 億 |
| 2021 年第 2 季 | 894 | $104.8 億 |
| 2021 年第 1 季 | 885 | $98.6 億 |
2021 年第 4 季持有機構
每家機構持有 SPDR Dow Jones Industrial Average ETF Trust 的股數、市值與佔組合比重;股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 3,737 | $135.8 萬 | 0.13% | +125+3.5% | 加碼 |
| Connecticut Wealth Management, LLC | 3,748 | $136.2 萬 | 0.11% | 00.0% | 不變 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,798 | $138.0 萬 | 0.74% | 00.0% | 不變 |
| Resurgent Financial Advisors LLC | 3,830 | $139.2 萬 | 1.15% | +3,830 | 新進 |
| Regentatlantic Capital LLC | 3,879 | $140.9 萬 | 0.04% | +31+0.8% | 加碼 |
| Cypress Capital, LLC | 3,883 | $141.1 萬 | 0.16% | +78+2.0% | 加碼 |
| Morton Capital Management LLC | 3,896 | $141.5 萬 | 0.58% | +3,896 | 新進 |
| Financial Architects, Inc | 3,897 | $141.6 萬 | 0.19% | +501+14.8% | 加碼 |
| Community Trust & Investment Co | 3,900 | $141.7 萬 | 0.11% | 00.0% | 不變 |
| Dixon Hughes Goodman Wealth Advisors LLC | 3,903 | $141.8 萬 | 0.46% | +3,903 | 新進 |
| Intercontinental Wealth Advisors, LLC | 3,908 | $142.0 萬 | 0.30% | +1,881+92.8% | 加碼 |
| Mission Wealth Management, LP | 3,916 | $142.3 萬 | 0.07% | +1,044+36.4% | 加碼 |
| Ashford Advisors, LLC | 4,000 | $145.3 萬 | 0.49% | 00.0% | 不變 |
| Csenge Advisory Group | 4,242 | $146.9 萬 | 0.13% | +298+7.6% | 加碼 |
| Grandview Asset Management LLC | 4,073 | $148.0 萬 | 0.60% | +58+1.4% | 加碼 |
| NBT Bank N A | 4,087 | $148.5 萬 | 0.19% | −173−4.1% | 減碼 |
| Country Club Trust Company, n.a. | 4,090 | $148.9 萬 | 0.12% | +500+13.9% | 加碼 |
| Davenport & Co LLC | 4,127 | $149.9 萬 | 0.01% | +487+13.4% | 加碼 |
| Ieq Capital, LLC | 4,133 | $150.2 萬 | 0.03% | 00.0% | 不變 |
| Apriem Advisors | 4,150 | $150.8 萬 | 0.21% | 00.0% | 不變 |
| Perennial Investment Advisors, LLC | 4,181 | $151.9 萬 | 0.47% | +8+0.2% | 加碼 |
| Lakeview Capital Partners, LLC | 4,219 | $153.3 萬 | 0.90% | −240−5.4% | 減碼 |
| Stelac Advisory Services LLC | 4,286 | $155.8 萬 | 0.42% | +1,250+41.2% | 加碼 |
| Purus Wealth Management, LLC | 4,290 | $155.9 萬 | 0.98% | −12−0.3% | 減碼 |
| Change Path, LLC | 4,354 | $158.2 萬 | 0.08% | −259−5.6% | 減碼 |
| CAPROCK Group, Inc. | 4,395 | $160.0 萬 | 0.13% | +1,512+52.4% | 加碼 |
| J. Goldman & Co LP | 4,424 | $160.7 萬 | 0.15% | +616+16.2% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 4,443 | $161.4 萬 | 0.53% | −35−0.8% | 減碼 |
| Kelman-Lazarov, Inc. | 4,445 | $161.5 萬 | 0.52% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 4,465 | $162.2 萬 | 0.37% | −11−0.2% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 4,534 | $164.7 萬 | 0.96% | +608+15.5% | 加碼 |
| Monograph Wealth Advisors, LLC | 4,541 | $165.3 萬 | 0.42% | +4,541 | 新進 |
| Ancora Advisors, LLC | 4,587 | $166.7 萬 | 0.04% | −200−4.2% | 減碼 |
| Patton Albertson Miller Group, LLC | 4,597 | $167.0 萬 | 0.27% | +1,332+40.8% | 加碼 |
| Tocqueville Asset Management L.P. | 4,663 | $169.4 萬 | 0.02% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 4,674 | $169.8 萬 | 0.08% | +27+0.6% | 加碼 |
| Brinker Capital Investments, LLC | 4,708 | $171.0 萬 | 0.02% | +2,817+149.0% | 加碼 |
| RFG Advisory, LLC | 4,774 | $173.4 萬 | 0.12% | −2,546−34.8% | 減碼 |
| NEXT Financial Group, Inc | 4,777 | $173.6 萬 | 0.11% | −583−10.9% | 減碼 |
| Bessemer Group Inc | 4,787 | $173.9 萬 | 0.00% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 4,842 | $175.9 萬 | 0.26% | +323+7.1% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 4,840 | $176.2 萬 | 0.17% | −51−1.0% | 減碼 |
| Goldstream Capital Management Ltd | 4,880 | $177.4 萬 | 0.44% | +4,880 | 新進 |
| Meridian Management Co | 4,986 | $181.2 萬 | 0.53% | 00.0% | 不變 |
| American State Bank (Iowa) | 4,992 | $181.4 萬 | 1.26% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 5,008 | $182.0 萬 | 0.08% | −430−7.9% | 減碼 |
| Apexium Financial, LP | 5,031 | $182.8 萬 | 0.94% | 00.0% | 不變 |
| Synovus Financial Corp | 5,113 | $185.7 萬 | 0.02% | +168+3.4% | 加碼 |
| Wealthcare Advisory Partners LLC | 5,137 | $186.6 萬 | 0.11% | −91−1.7% | 減碼 |
| D.A. Davidson & Co. | 5,172 | $187.9 萬 | 0.02% | −237−4.4% | 減碼 |
| South State Corp. | 5,200 | $188.9 萬 | 0.15% | 00.0% | 不變 |
| Collaborative Wealth Managment Inc. | 5,229 | $190.0 萬 | 1.04% | +5,229 | 新進 |
| Banque Pictet & Cie SA | 5,280 | $191.8 萬 | 0.01% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 5,344 | $194.2 萬 | 0.08% | −9−0.2% | 減碼 |
| Stokes Family Office, LLC | 5,395 | $196.0 萬 | 0.24% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 5,535 | $196.2 萬 | 0.32% | +303+5.8% | 加碼 |
| Mayflower Financial Advisors, LLC | 5,404 | $196.3 萬 | 0.26% | −91−1.7% | 減碼 |
| Resource Management, LLC | 5,406 | $196.4 萬 | 0.20% | +303+5.9% | 加碼 |
| WealthBridge Capital Management, LLC | 5,447 | $197.9 萬 | 0.74% | −3,620−39.9% | 減碼 |
| Equitable Holdings, Inc. | 5,483 | $199.2 萬 | 0.03% | +570+11.6% | 加碼 |
| Huntington National Bank | – | $199.9 萬 | 0.02% | – | – |
| Nwam LLC | 5,581 | $202.8 萬 | 0.16% | +521+10.3% | 加碼 |
| Centaurus Financial, Inc. | 5,657 | $205.5 萬 | 0.16% | +70+1.3% | 加碼 |
| GWM Advisors LLC | 5,698 | $206.9 萬 | 0.03% | +4,190+277.9% | 加碼 |
| Vontobel Holding Ltd. | 5,699 | $207.1 萬 | 0.02% | +5,699 | 新進 |
| Capital Advisors, Ltd. LLC | 5,719 | $207.8 萬 | 0.34% | 00.0% | 不變 |
| Bank Hapoalim BM | 5,862 | $213.0 萬 | 0.21% | −408−6.5% | 減碼 |
| Integrated Advisors Network LLC | 5,893 | $214.1 萬 | 0.13% | −323−5.2% | 減碼 |
| Matrix Private Capital Group LLC | 5,937 | $216.1 萬 | 1.02% | +266+4.7% | 加碼 |
| St. Clair Advisors, LLC | 5,951 | $216.2 萬 | 1.24% | −170−2.8% | 減碼 |
| CMG Global Holdings, LLC | 5,985 | $217.4 萬 | 1.40% | +97+1.6% | 加碼 |
| Gunma Bank,Ltd. | 6,000 | $218.0 萬 | 1.91% | −15,400−72.0% | 減碼 |
| Asset Dedication, LLC | 6,035 | $219.3 萬 | 0.26% | −260−4.1% | 減碼 |
| Joel Isaacson & Co., LLC | 6,047 | $219.7 萬 | 0.15% | +229+3.9% | 加碼 |
| Gamble Jones Investment Counsel | 6,050 | $219.8 萬 | 0.13% | +500+9.0% | 加碼 |
| InterOcean Capital Group, LLC | 6,097 | $221.5 萬 | 0.10% | +1,347+28.4% | 加碼 |
| Scotia Capital Inc. | 6,153 | $223.5 萬 | 0.01% | +538+9.6% | 加碼 |
| Nomura Asset Management Co Ltd | 6,175 | $224.4 萬 | 0.01% | +6,175 | 新進 |
| Goodwin Daniel L | 6,177 | $224.5 萬 | 0.99% | +4,650+304.5% | 加碼 |
| Windsor Capital Management, LLC | 6,212 | $225.7 萬 | 0.68% | −458−6.9% | 減碼 |
| Apollon Wealth Management, LLC | 6,267 | $227.7 萬 | 0.18% | +448+7.7% | 加碼 |
| Objective Capital Management, LLC | 6,286 | $228.4 萬 | 1.62% | +6,286 | 新進 |
| JTC Employer Solutions Trusteee Ltd | 6,300 | $228.9 萬 | 0.28% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 6,321 | $229.6 萬 | 0.05% | +470+8.0% | 加碼 |
| SignalPoint Asset Management, LLC | 6,324 | $229.7 萬 | 0.70% | +40+0.6% | 加碼 |
| Guardian Wealth Advisors, LLC | 6,368 | $231.4 萬 | 0.99% | +6,368 | 新進 |
| Foresight Capital Management Advisors, Inc. | 6,394 | $232.3 萬 | 2.26% | +6,394 | 新進 |
| Moulton Wealth Management, Inc | 6,420 | $236.5 萬 | 1.73% | −176−2.7% | 減碼 |
| MAI Capital Management | 6,537 | $237.5 萬 | 0.04% | +1,656+33.9% | 加碼 |
| Fifth Third Securities, Inc. | 6,543 | $238.2 萬 | 0.26% | −258−3.8% | 減碼 |
| Cresset Asset Management, LLC | 6,612 | $240.6 萬 | 0.02% | +1,193+22.0% | 加碼 |
| AdvisorNet Financial, Inc | 6,637 | $241.2 萬 | 0.15% | −983−12.9% | 減碼 |
| Fingerlakes Wealth Management, Inc. | 6,755 | $245.2 萬 | 2.76% | +6,755 | 新進 |
| Parametric Portfolio Associates LLC | 6,930 | $251.8 萬 | 0.00% | −1,593−18.7% | 減碼 |
| National Asset Management, Inc. | 6,929 | $251.8 萬 | 0.07% | −561−7.5% | 減碼 |
| Meridian Investment Counsel Inc. | 7,090 | $257.6 萬 | 0.86% | 00.0% | 不變 |
| Heritage Investors Management Corp | 7,200 | $261.7 萬 | 0.10% | −500−6.5% | 減碼 |
| Kellett Schaffner Wealth Advisors LLC | 7,296 | $265.1 萬 | 2.03% | +7,296 | 新進 |
| First Horizon Advisors, Inc. | 7,365 | $267.5 萬 | 0.08% | −603−7.6% | 減碼 |
| Golden State Wealth Management, LLC | 7,370 | $267.8 萬 | 0.46% | +1,132+18.1% | 加碼 |