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。
2024 年第 4 季 13F 持有人
SPDR Dow Jones Industrial Average ETF Trust 在 2024/12/31 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
- 1,298
- 較 2024 年第 3 季 +135 家
- 持有股數
- 3,559 萬
- 較 2024 年第 3 季 +222.3 萬 (+6.7%)
- 總市值
- $151.6 億
- 較 2024 年第 3 季 +$24.7 億 (+19.5%)
- 新進機構
- 191
- 另有 448 家加碼
- 清倉機構
- 56
- 另有 337 家減碼
另有 26 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Canandaigua National Bank & Trust Co | 7,896 | $336.0 萬 | 0.33% | −159−2.0% | 減碼 |
| Novak & Powell Financial Services, Inc. | 7,923 | $337.1 萬 | 2.01% | −544−6.4% | 減碼 |
| Balboa Wealth Partners | 7,961 | $338.7 萬 | 0.77% | +3,656+84.9% | 加碼 |
| Wedbush Securities Inc | 8,026 | $341.5 萬 | 0.12% | −2,403−23.0% | 減碼 |
| Asset Dedication, LLC | 8,059 | $342.9 萬 | 0.27% | +2,318+40.4% | 加碼 |
| Huntington National Bank | – | $343.4 萬 | 0.02% | – | – |
| Arkadios Wealth Advisors | 8,131 | $346.0 萬 | 0.19% | −301−3.6% | 減碼 |
| Fortune 45 LLC | 8,166 | $347.5 萬 | 2.27% | +22+0.3% | 加碼 |
| Harvest Investment Services, LLC | 8,375 | $356.4 萬 | 0.87% | +3,784+82.4% | 加碼 |
| Founders Financial Alliance, LLC | 8,376 | $356.4 萬 | 0.98% | +32+0.4% | 加碼 |
| International Assets Investment Management, LLC | 8,417 | $356.7 萬 | 0.30% | −3,393,772−99.8% | 減碼 |
| Brookstone Capital Management | 8,393 | $357.1 萬 | 0.05% | −238−2.8% | 減碼 |
| US Bancorp | 8,405 | $357.6 萬 | 0.00% | −325−3.7% | 減碼 |
| Great Valley Advisor Group, Inc. | 8,454 | $359.7 萬 | 0.08% | −465−5.2% | 減碼 |
| Union Bancaire Privee, UBP SA | 8,864 | $362.3 萬 | 0.06% | +8,864 | 新進 |
| Main Street Financial Solutions, LLC | 8,557 | $364.1 萬 | 0.36% | +303+3.7% | 加碼 |
| Schnieders Capital Management LLC | 8,562 | $364.3 萬 | 0.72% | −120−1.4% | 減碼 |
| Bank of Nova Scotia | 8,629 | $367.2 萬 | 0.01% | −642−6.9% | 減碼 |
| Serenus Wealth Advisors, LLC | 8,651 | $368.1 萬 | 0.64% | +8,651 | 新進 |
| Greenup Street Wealth Management LLC | 8,699 | $370.1 萬 | 0.74% | +8,699 | 新進 |
| Stelac Advisory Services LLC | 8,723 | $372.2 萬 | 1.45% | −114−1.3% | 減碼 |
| AlphaStar Capital Management, LLC | 8,790 | $374.0 萬 | 0.39% | +657+8.1% | 加碼 |
| Belpointe Asset Management LLC | 9,014 | $375.2 萬 | 0.23% | −7,181−44.3% | 減碼 |
| Capital Wealth Alliance, LLC | 8,822 | $375.4 萬 | 2.13% | +229+2.7% | 加碼 |
| Tufton Capital Management | 8,826 | $375.5 萬 | 0.71% | −143−1.6% | 減碼 |
| GFS Advisors, LLC | 8,948 | $380.7 萬 | 0.58% | −369−4.0% | 減碼 |
| PKS Advisory Services, LLC | 8,980 | $380.9 萬 | 1.07% | +8,980 | 新進 |
| Foresight Capital Management Advisors, Inc. | 8,953 | $380.9 萬 | 2.23% | +43+0.5% | 加碼 |
| Summit Wealth Partners, LLC | 8,982 | $382.2 萬 | 0.78% | −30−0.3% | 減碼 |
| Change Path, LLC | 9,041 | $384.7 萬 | 0.12% | +2,322+34.6% | 加碼 |
| CIBC Private Wealth Group, LLC | 9,253 | $394.3 萬 | 0.01% | −278−2.9% | 減碼 |
| HB Wealth Management, LLC | 9,322 | $396.7 萬 | 0.04% | −89−0.9% | 減碼 |
| Wall Street Access Asset Management, LLC | 9,393 | $399.7 萬 | 1.51% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 9,721 | $413.6 萬 | 0.13% | −90−0.9% | 減碼 |
| Sigma Planning Corp | 9,950 | $423.4 萬 | 0.13% | +1,656+20.0% | 加碼 |
| Kovack Advisors, Inc. | 10,091 | $429.4 萬 | 0.42% | +2,702+36.6% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 10,277 | $437.3 萬 | 1.57% | +2,718+36.0% | 加碼 |
| AtlasMark Financial, Inc | 10,400 | $442.5 萬 | 4.07% | 00.0% | 不變 |
| Sharp Financial Services, LLC | 10,406 | $442.8 萬 | 3.36% | +10,406 | 新進 |
| Hilltop Holdings Inc. | 10,442 | $444.3 萬 | 0.28% | +510+5.1% | 加碼 |
| National Asset Management, Inc. | 10,557 | $450.5 萬 | 0.15% | −1,386−11.6% | 減碼 |
| Heritage Wealth Partners, LLC | 10,736 | $456.8 萬 | 5.73% | +976+10.0% | 加碼 |
| Northern Financial Advisors Inc | 10,851 | $461.7 萬 | 3.69% | −1,340−11.0% | 減碼 |
| Money Concepts Capital Corp | 11,005 | $468.3 萬 | 0.35% | +11,005 | 新進 |
| Narwhal Capital Management | 11,082 | $471.5 萬 | 0.42% | +20.0% | 加碼 |
| Tortoise Investment Management, LLC | 11,132 | $473.7 萬 | 0.50% | −187−1.7% | 減碼 |
| Smith Anglin Financial, LLC | 11,230 | $477.9 萬 | 0.45% | −380−3.3% | 減碼 |
| Insigneo Advisory Services, LLC | 11,309 | $481.2 萬 | 0.50% | +717+6.8% | 加碼 |
| Nwam LLC | 11,426 | $486.2 萬 | 0.30% | +166+1.5% | 加碼 |
| Moneta Group Investment Advisors LLC | 11,427 | $486.2 萬 | 0.07% | +30.0% | 加碼 |
| Miracle Mile Advisors, LLC | 11,506 | $489.6 萬 | 0.10% | +30.0% | 加碼 |
| Littlejohn Financial Services, Inc. | 11,598 | $493.5 萬 | 4.42% | +11,598 | 新進 |
| Kovitz Investment Group Partners, LLC | 11,711 | $498.3 萬 | 0.02% | +791+7.2% | 加碼 |
| Bay Rivers Group | 11,974 | $509.5 萬 | 2.47% | +87+0.7% | 加碼 |
| NewEdge Wealth, LLC | 12,030 | $511.9 萬 | 0.09% | +8,035+201.1% | 加碼 |
| Brighton Jones LLC | 12,054 | $512.9 萬 | 0.15% | +1,116+10.2% | 加碼 |
| American National Bank | 12,121 | $515.7 萬 | 0.58% | −284−2.3% | 減碼 |
| Integrated Advisors Network LLC | 12,256 | $521.5 萬 | 0.25% | +4,140+51.0% | 加碼 |
| Montag A & Associates Inc | 12,245 | $522.5 萬 | 0.25% | 00.0% | 不變 |
| Mission Creek Capital Partners, Inc. | 12,300 | $523.3 萬 | 1.14% | −101−0.8% | 減碼 |
| Absolute Capital Management, LLC | 12,400 | $527.6 萬 | 2.92% | 00.0% | 不變 |
| Ayalon Holdings Ltd. | 12,510 | $533.4 萬 | 1.65% | +305+2.5% | 加碼 |
| Squarepoint Ops LLC | 12,620 | $537.0 萬 | 0.01% | −40,425−76.2% | 減碼 |
| IFG Advisors, LLC | 12,620 | $537.0 萬 | 1.07% | −78−0.6% | 減碼 |
| Thoroughbred Financial Services, LLC | 12,841 | $546.4 萬 | 0.33% | +22+0.2% | 加碼 |
| Cowa, LLC | 11,461 | $551.4 萬 | 2.54% | −1,527−11.8% | 減碼 |
| Lido Advisors, LLC | 12,937 | $552.1 萬 | 0.03% | −1,291−9.1% | 減碼 |
| Advisors Management Group Inc | 13,048 | $555.2 萬 | 1.31% | +17+0.1% | 加碼 |
| Venture Visionary Partners LLC | 13,088 | $556.9 萬 | 0.24% | +25+0.2% | 加碼 |
| Summit Asset Management, LLC | 13,177 | $560.7 萬 | 0.99% | −72−0.5% | 減碼 |
| Proequities, Inc. | 12,796 | $564.9 萬 | 0.32% | +236+1.9% | 加碼 |
| Greenwich Wealth Management LLC | 13,316 | $566.6 萬 | 0.40% | −40.0% | 減碼 |
| Transcend Wealth Collective, LLC | 13,326 | $567.0 萬 | 0.41% | +6,647+99.5% | 加碼 |
| Birinyi Associates Inc | 13,459 | $572.7 萬 | 1.58% | −10.0% | 減碼 |
| Guardian Asset Advisors, LLC | 13,463 | $573.3 萬 | 3.68% | −1,894−12.3% | 減碼 |
| LM Advisors LLC | 13,479 | $575.2 萬 | 1.03% | +261+2.0% | 加碼 |
| CoreCap Advisors, LLC | 13,585 | $578.1 萬 | 0.26% | +11,674+610.9% | 加碼 |
| CVFG LLC | 13,805 | $587.4 萬 | 5.36% | +13,805 | 新進 |
| RPS Advisory Solutions LLC | 13,921 | $592.3 萬 | 3.69% | +13,921 | 新進 |
| Spire Wealth Management | 13,936 | $593.0 萬 | 0.18% | +6,485+87.0% | 加碼 |
| Brown Advisory Inc | 13,942 | $593.2 萬 | 0.01% | +385+2.8% | 加碼 |
| Alexis Investment Partners, LLC | 13,977 | $595.1 萬 | 2.91% | +13,977 | 新進 |
| CWM, LLC | 14,118 | $600.7 萬 | 0.02% | +7,566+115.5% | 加碼 |
| Marex Group plc | 14,368 | $611.4 萬 | 0.10% | +14,368 | 新進 |
| Frank, Rimerman Advisors LLC | 14,604 | $621.4 萬 | 0.45% | +149+1.0% | 加碼 |
| Fortis Group Advisors, LLC | 14,821 | $630.6 萬 | 1.17% | +1,624+12.3% | 加碼 |
| Curtis Advisory Group, LLC | 14,860 | $632.3 萬 | 1.67% | −110−0.7% | 減碼 |
| Iowa State Bank | 14,870 | $632.7 萬 | 1.32% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 14,903 | $634.1 萬 | 0.06% | −1,442−8.8% | 減碼 |
| Bremer Bank National Association | 14,934 | $635.4 萬 | 1.26% | −23−0.2% | 減碼 |
| Fourth Dimension Wealth, LLC | 14,974 | $637.1 萬 | 3.32% | +14,974 | 新進 |
| Intergy Private Wealth, LLC | 14,999 | $638.2 萬 | 2.38% | +116+0.8% | 加碼 |
| D.A. Davidson & Co. | 15,040 | $640.0 萬 | 0.05% | +2,212+17.2% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 15,083 | $641.8 萬 | 0.18% | +5,500+57.4% | 加碼 |
| Echo45 Advisors LLC | 15,063 | $643.4 萬 | 4.22% | −5,059−25.1% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 15,278 | $650.1 萬 | 0.61% | −84−0.5% | 減碼 |
| IFP Advisors, Inc | 15,296 | $650.9 萬 | 0.21% | −9,811−39.1% | 減碼 |
| Neuberger Berman Group LLC | 15,461 | $657.9 萬 | 0.01% | +500+3.3% | 加碼 |
| Moloney Securities Asset Management, LLC | 15,488 | $659.0 萬 | 0.88% | +14,633+1,711.5% | 加碼 |
| EP Wealth Advisors, LLC | 15,567 | $662.4 萬 | 0.05% | −1,591−9.3% | 減碼 |