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。
2023 年第 4 季 13F 持有人
SPDR Dow Jones Industrial Average ETF Trust 在 2023/12/31 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
- 1,139
- 較 2023 年第 3 季 +128 家
- 持有股數
- 3,229 萬
- 較 2023 年第 3 季 +694.7 萬 (+27.4%)
- 總市值
- $119.1 億
- 較 2023 年第 3 季 +$34.1 億 (+40.1%)
- 新進機構
- 182
- 另有 338 家加碼
- 清倉機構
- 54
- 另有 343 家減碼
另有 14 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morton Capital Management LLC | 3,771 | $142.1 萬 | 0.42% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 3,752 | $141.4 萬 | 0.05% | +902+31.6% | 加碼 |
| Verus Capital Partners, LLC | 3,727 | $140.4 萬 | 0.17% | −81−2.1% | 減碼 |
| Cozad Asset Management Inc | 3,714 | $140.0 萬 | 0.16% | −186−4.8% | 減碼 |
| Sharper & Granite LLC | 3,685 | $138.9 萬 | 0.72% | −10−0.3% | 減碼 |
| Prime Capital Investment Advisors, LLC | 3,678 | $138.6 萬 | 0.02% | −6−0.2% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,650 | $137.6 萬 | 0.15% | +185+5.3% | 加碼 |
| Institute for Wealth Management, LLC. | 3,644 | $137.3 萬 | 0.22% | +2+0.1% | 加碼 |
| TD Asset Management Inc | 3,638 | $137.1 萬 | 0.00% | +538+17.4% | 加碼 |
| Umb Bank N A | 3,635 | $137.0 萬 | 0.02% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 3,596 | $135.5 萬 | 0.02% | +1,155+47.3% | 加碼 |
| Roundview Capital LLC | 3,571 | $134.6 萬 | 0.12% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 3,563 | $134.3 萬 | 0.01% | −27−0.8% | 減碼 |
| Moody Lynn & Lieberson, LLC | 3,555 | $134.0 萬 | 0.10% | 00.0% | 不變 |
| Raab & Moskowitz Asset Management LLC | 3,536 | $133.3 萬 | 0.42% | −219−5.8% | 減碼 |
| Constant Guidance Financial LLC | 3,528 | $133.0 萬 | 1.35% | +2,275+181.6% | 加碼 |
| FSM Wealth Advisors, LLC | 3,527 | $132.9 萬 | 0.57% | −948−21.2% | 減碼 |
| Clear Point Advisors Inc. | 3,523 | $132.8 萬 | 1.17% | +3,523 | 新進 |
| Godsey & Gibb Associates | 3,495 | $131.7 萬 | 0.15% | 00.0% | 不變 |
| Heritage Investment Group, Inc. | 3,480 | $131.2 萬 | 0.29% | 00.0% | 不變 |
| Summit Financial, LLC | 3,473 | $131.2 萬 | 0.09% | +1,308+60.4% | 加碼 |
| Flagship Harbor Advisors, LLC | 3,460 | $130.4 萬 | 0.09% | +38+1.1% | 加碼 |
| Bradley Foster & Sargent Inc | 3,449 | $130.0 萬 | 0.03% | −1,449−29.6% | 減碼 |
| Auxano Advisors, LLC | 3,414 | $128.7 萬 | 0.43% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 3,408 | $128.4 萬 | 0.12% | 00.0% | 不變 |
| Motco | 3,403 | $128.2 萬 | 0.08% | 00.0% | 不變 |
| W.H. Cornerstone Investments Inc. | 3,388 | $127.7 萬 | 1.01% | +18+0.5% | 加碼 |
| Onyx Bridge Wealth Group LLC | 3,386 | $127.6 萬 | 0.26% | −52−1.5% | 減碼 |
| Gallacher Capital Management LLC | 3,360 | $126.6 萬 | 0.71% | −251−7.0% | 減碼 |
| Boston Research & Management Inc | 3,360 | $126.6 萬 | 0.34% | +2,650+373.2% | 加碼 |
| Fortress Wealth Group, LLC | 3,357 | $126.5 萬 | 0.75% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 3,346 | $126.1 萬 | 0.05% | −1,275−27.6% | 減碼 |
| Lionsbridge Wealth Management LLC | 3,329 | $125.5 萬 | 1.00% | +3,329 | 新進 |
| Resonant Capital Advisors, LLC | 3,300 | $124.6 萬 | 0.12% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 3,302 | $124.4 萬 | 0.15% | +197+6.3% | 加碼 |
| Clear Creek Financial Management, LLC | 3,279 | $123.6 萬 | 0.20% | −144−4.2% | 減碼 |
| Flputnam Investment Management Co | 3,261 | $122.9 萬 | 0.03% | −66−2.0% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 3,250 | $122.5 萬 | 0.08% | −72−2.2% | 減碼 |
| Capstone Investment Advisors, LLC | 3,214 | $121.1 萬 | 0.02% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 3,197 | $120.5 萬 | 0.14% | +424+15.3% | 加碼 |
| Fortune Financial Advisors, LLC | 3,192 | $120.3 萬 | 0.84% | −331−9.4% | 減碼 |
| NewEdge Wealth, LLC | 3,188 | $120.1 萬 | 0.03% | +3,188 | 新進 |
| Central Trust Co | 3,187 | $120.1 萬 | 0.03% | +121+3.9% | 加碼 |
| Q3 Asset Management | 3,150 | $118.7 萬 | 0.30% | +3,150 | 新進 |
| Raymond James Trust N.A. | 3,125 | $117.8 萬 | 0.03% | +9+0.3% | 加碼 |
| Tiaa Trust, National Association | 3,125 | $117.8 萬 | 0.00% | +302+10.7% | 加碼 |
| Round Rock Advisors, LLC | 3,116 | $117.4 萬 | 0.30% | +526+20.3% | 加碼 |
| Magnus Financial Group LLC | 3,087 | $116.3 萬 | 0.15% | +116+3.9% | 加碼 |
| CRA Financial Services, LLC | 3,056 | $115.2 萬 | 0.28% | +16+0.5% | 加碼 |
| Perigon Wealth Management, LLC | 3,044 | $114.7 萬 | 0.04% | −38−1.2% | 減碼 |
| Wintrust Investments LLC | 3,044 | $114.7 萬 | 0.11% | +1,041+52.0% | 加碼 |
| Ieq Capital, LLC | 3,029 | $114.2 萬 | 0.02% | −1,362−31.0% | 減碼 |
| Northern Capital Management, Inc. | 3,023 | $113.9 萬 | 1.02% | +10.0% | 加碼 |
| BluePointe Capital Management, LLC | 3,006 | $113.5 萬 | 0.86% | +3,006 | 新進 |
| Coppell Advisory Solutions LLC | 3,005 | $113.2 萬 | 0.23% | +2,682+830.3% | 加碼 |
| Assetmark, Inc | 2,989 | $112.6 萬 | 0.00% | +2,921+4,295.6% | 加碼 |
| Proequities, Inc. | 2,979 | $112.5 萬 | 0.08% | +1,347+82.5% | 加碼 |
| Modera Wealth Management, LLC | 2,981 | $112.3 萬 | 0.02% | +349+13.3% | 加碼 |
| USA Financial Portformulas Corp | 2,968 | $111.9 萬 | 0.20% | +1,817+157.9% | 加碼 |
| Newbridge Financial Services Group, Inc. | 2,967 | $111.8 萬 | 0.55% | −266−8.2% | 減碼 |
| Balboa Wealth Partners | 2,960 | $111.6 萬 | 0.37% | −161−5.2% | 減碼 |
| Wealth Management Partners, LLC | 2,958 | $111.5 萬 | 0.62% | 00.0% | 不變 |
| Iams Wealth Management, LLC | 2,947 | $111.1 萬 | 0.72% | +60+2.1% | 加碼 |
| Castle Rock Wealth Management, LLC | 2,970 | $111.1 萬 | 0.34% | +74+2.6% | 加碼 |
| Eagle Capital Management, LLC | 2,915 | $109.9 萬 | 0.54% | −102−3.4% | 減碼 |
| Forum Financial Management, LP | 2,894 | $109.1 萬 | 0.02% | −1,268−30.5% | 減碼 |
| Mayflower Financial Advisors, LLC | 2,885 | $108.7 萬 | 0.15% | 00.0% | 不變 |
| Smith, Moore & Co. | 2,863 | $107.9 萬 | 0.13% | −48−1.6% | 減碼 |
| Financial Advocates Investment Management | 2,831 | $106.7 萬 | 0.07% | +41+1.5% | 加碼 |
| Adviser Investments LLC | 2,827 | $106.5 萬 | 0.02% | +291+11.5% | 加碼 |
| Wealthcare Advisory Partners LLC | 2,801 | $105.5 萬 | 0.04% | −73−2.5% | 減碼 |
| Allianz Asset Management GmbH | 2,800 | $105.5 萬 | 0.00% | 00.0% | 不變 |
| First PREMIER Bank | 2,800 | $105.5 萬 | 0.30% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 2,796 | $105.4 萬 | 0.53% | +2,091+296.6% | 加碼 |
| Wealthfront Advisers LLC | 2,791 | $105.2 萬 | 0.00% | +1,040+59.4% | 加碼 |
| ZWJ Investment Counsel Inc | 2,790 | $105.1 萬 | 0.05% | +2,045+274.5% | 加碼 |
| Koss-Olinger Consulting, LLC | 2,785 | $105.0 萬 | 0.10% | −125−4.3% | 減碼 |
| Telemus Capital, LLC | 2,762 | $104.1 萬 | 0.09% | 00.0% | 不變 |
| Banta Asset Management LP | 2,757 | $103.9 萬 | 1.24% | −403−12.8% | 減碼 |
| Grandview Asset Management LLC | 2,756 | $103.8 萬 | 0.55% | −594−17.7% | 減碼 |
| Lane & Associates LLC | 2,705 | $101.9 萬 | 0.74% | −63−2.3% | 減碼 |
| Imprint Wealth LLC | 2,673 | $101.8 萬 | 0.82% | +2,673 | 新進 |
| Hancock Whitney Corp | 2,691 | $101.4 萬 | 0.04% | 00.0% | 不變 |
| Tompkins Financial Corp | 2,685 | $101.2 萬 | 0.12% | 00.0% | 不變 |
| Fort Point Capital Partners LLC | 2,662 | $100.3 萬 | 0.15% | −10.0% | 減碼 |
| Kingsview Wealth Management, LLC | 2,629 | $99.1 萬 | 0.03% | −1,455−35.6% | 減碼 |
| Peoples Bank | 2,611 | $98.4 萬 | 0.79% | −279−9.7% | 減碼 |
| Advanced Asset Management Advisors Inc | 2,605 | $98.2 萬 | 0.23% | +73+2.9% | 加碼 |
| Rothschild Investment LLC | 2,587 | $97.5 萬 | 0.08% | +2,587 | 新進 |
| Lazard Asset Management LLC | 2,585 | $97.4 萬 | 0.00% | 00.0% | 不變 |
| Visionary Wealth Advisors | 2,579 | $97.2 萬 | 0.07% | +438+20.5% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,575 | $97.0 萬 | 0.19% | −1,333−34.1% | 減碼 |
| Well Done, LLC | 2,563 | $96.6 萬 | 0.19% | +1,390+118.5% | 加碼 |
| Wetherby Asset Management Inc | 2,556 | $96.3 萬 | 0.05% | +88+3.6% | 加碼 |
| Citizens & Northern Corp | 2,543 | $95.8 萬 | 0.34% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 2,522 | $95.0 萬 | 0.10% | +466+22.7% | 加碼 |
| One Wealth Management Investment & Advisory Services, LLC | 2,518 | $94.9 萬 | 0.42% | +2,518 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 2,517 | $94.8 萬 | 0.35% | −2,855−53.1% | 減碼 |
| Boston Private Wealth LLC | 2,513 | $94.7 萬 | 0.02% | −563−18.3% | 減碼 |
| Private Portfolio Partners LLC | 2,503 | $94.3 萬 | 0.22% | +5+0.2% | 加碼 |