SS SPDR Dow Jones Indus AvgDIAETF

13F holders, Q1 2024 (March 31)
1,148holders
5famous investors
$397.62avg. 13F price*

At the end of Q1 2024, 1,148 institutions reported holding SS SPDR Dow Jones Indus Avg (DIA) in their 13F filings. The largest holders were Morgan Stanley ($1.4B), Bank of America Corp. ($822.7M) and Goldman Sachs Group Inc. ($646.8M). 5 famous investors held it, including Israel Englander (0.3% of Millennium Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
SS SPDR Dow Jones Indus Avg
Filed as
SPDR DOW JONES INDL AVERAGE (Q1 2024)
CUSIP
78467X109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions91$407.1M
Exits75$126.9M

Ownership 1,148 holders

Morgan Stanley 0.11% Reduce -27.9% 3,566,598 $1.4B
Bank of America Corp. 0.08% Reduce -0.3% 2,068,238 $822.7M
Goldman Sachs Group Inc. 0.14% Add +5.8% 1,626,195 $646.8M
LPL Financial LLC 0.31% Add +12.1% 1,466,678 $583.4M
Jane Street Group, LLC 0.72% Add +44.7% 1,396,189 $555.3M
Wells Fargo & Company 0.12% Reduce -9.9% 1,108,354 $440.9M
Royal Bank of Canada 0.10% Reduce -15.3% 1,080,663 $429.8M
Millennium Management 0.26% Reduce -50.1% 756,591 $300.9M
UBS Group AG 0.10% Reduce -12.6% 726,469 $289.0M
Ameriprise Financial Inc. 0.07% Add +2.9% 672,669 $267.6M
CHURCHILL MANAGEMENT Corp 2.62% Reduce -2.1% 527,725 $209.9M
JPMorgan Chase & Co. 0.02% Add +15.3% 491,843 $195.6M
Susquehanna International Group, LLP 0.29% Add +283.8% 481,828 $191.7M
Bank of Montreal 0.06% Reduce -32.9% 449,689 $178.8M
Wolverine Trading, LLC 1.76% New 435,751 $173.3M
Credit Suisse AG/ 0.14% Reduce -10.9% 376,636 $149.8M
Osaic Holdings, Inc. 0.28% Add +7.9% 309,346 $123.1M
Envestnet Asset Management Inc. 0.04% Reduce -5.5% 291,355 $115.9M
Northwestern Mutual Wealth Management Co. 0.12% Reduce -1.8% 286,422 $113.9M
Cibc World Market Inc. 0.28% Add +173.7% 278,840 $110.9M
Cambridge Investment Research Advisors, Inc. 0.41% Add +6.1% 265,928 $105.8M
Commonwealth Equity Services, LLC 0.16% Add +2.7% 247,598 $98.5M
Arkansas Financial Group, Inc. 16.16% Reduce -0.7% 230,829 $91.8M
BNP Paribas Financial Markets 0.11% Add +30.1% 221,518 $88.1M
Qube Research & Technologies Ltd 0.15% Add +2430.5% 211,902 $84.3M
Raymond James Financial Services Advisors, Inc. 0.12% Add +5.1% 210,889 $83.9M
Raymond James & Associates 0.06% Reduce -0.1% 204,311 $81.3M
Berkshire Money Management, Inc. 9.44% Reduce -2.1% 196,642 $78.2M
PNC Financial Services Group, Inc. 0.05% Reduce -4.3% 194,971 $77.6M
Cetera Investment Advisers 0.18% Add +216.2% 192,595 $76.6M
Citadel Advisors 0.08% Reduce -21.9% 191,708 $76.3M
Flow Traders U.S. LLC 4.01% Reduce -51.5% 188,623 $75.0M
USA Financial Formulas 11.59% Add +5954.3% 179,692 $71.5M
Total Investment Management Inc. 8.77% Reduce -1.2% 175,218 $69.7M
Chartist Inc. 33.00% Reduce -2.7% 161,797 $64.4M
Stifel Financial Corp. 0.07% Add +4.7% 161,280 $64.2M
Truist Financial Corp. 0.09% Reduce -1.6% 156,557 $62.3M
Modern Wealth Management, LLC 5.75% Add +202.9% 155,760 $62.0M
Private Advisor Group, LLC 0.43% Add +77.8% 152,106 $60.5M
Campbell Wealth Management 5.94% Add +81.9% 150,360 $59.8M
Barclays PLC 0.03% Reduce -45.9% 139,093 $55.3M
CM Wealth Advisors LLC 15.05% Add +23.8% 135,440 $52.7M
Citigroup Inc. 0.05% Add +238.3% 124,102 $49.4M
Horizon Wealth Management, LLC 12.38% Add +12.3% 119,264 $47.4M
Atria Investments, Inc 0.65% Reduce -2.7% 118,206 $47.0M
Apollon Wealth Management, LLC 1.47% Reduce -5.5% 117,521 $46.7M
HighTower Advisors, LLC 0.07% Reduce -21.8% 115,291 $45.9M
Squarepoint Ops LLC 0.18% New 111,187 $44.2M
Walleye Trading LLC 0.68% Add +53.1% 104,636 $41.6M
Tower Research Capital LLC (TRC) 0.92% Add +145.7% 95,581 $38.0M
Optiver Holding B.V. 1.48% New 89,741 $35.7M
Steel Grove Capital Advisors, LLC 4.47% Reduce -21.0% 84,568 $33.6M
Creative Planning 0.04% Add +4.1% 84,418 $33.6M
Beacon Capital Management, LLC 6.80% Add +2.2% 83,405 $33.2M
Fsa Wealth Partners, Inc. 8.19% Reduce -1.9% 82,836 $32.9M
Select Asset Management & Trust 13.34% Add +1.5% 80,728 $32.1M
Pinkerton Wealth, LLC 5.07% New 79,224 $31.5M
Captrust Financial Advisors 0.11% Add +38.3% 75,935 $30.2M
Bank of New York Mellon Corp 0.01% Reduce -3.6% 71,835 $28.6M
Rockefeller Capital Management L.P. 0.08% Add +2.4% 71,728 $28.5M
Jones Financial Companies LLLP 0.04% Add +2.8% 69,589 $27.7M
Concurrent Investment Advisors, LLC 1.10% Add +64.2% 68,293 $27.2M
Pinnacle Associates Ltd. 0.42% Reduce -8.9% 67,166 $26.7M
Financial Advisory Group 4.60% Reduce -4.4% 65,482 $26.0M
Corient Private Wealth LP 0.05% Add +1.5% 65,250 $26.0M
Mariner, LLC 0.05% Add +5.3% 64,877 $25.8M
MML Investors Services, LLC 0.10% Add +3.4% 63,797 $25.4M
Cerity Partners LLC 0.07% Reduce -2.4% 62,926 $24.9M
Ocean Park Asset Management, LLC 1.17% No change 62,552 $24.9M
Stephens Inc. 0.38% Add +2.0% 62,011 $24.7M
TCP Asset Management, LLC 6.40% Add +35.7% 60,857 $24.2M
IMC-Chicago, LLC 0.83% Reduce -85.2% 60,285 $24.0M
FMR LLC 0.00% Add +17.7% 59,442 $23.6M
Meitav Investment House Ltd. 0.46% Add +3.3% 58,551 $23.3M
Conservest Capital Advisors, Inc. 2.37% Reduce -3.1% 58,454 $23.3M
NewEdge Advisors, LLC 0.19% Add +10.7% 55,954 $22.3M
Mine & Arao Wealth Creation & Management, LLC. 10.91% Add +2.6% 55,446 $22.1M
Schroder Investment Management Group 0.03% Add +8.6% 54,300 $21.6M
Walleye Capital LLC 0.24% New 50,877 $20.2M
Northern Trust Corp. 0.00% Add +0.0% 49,773 $19.8M
Integrated Wealth Concepts LLC 0.28% Add +1.1% 49,286 $19.6M
Janney Montgomery Scott LLC 0.06% Reduce -5.5% 48,856 $19.4M
Trilogy Capital Inc. 1.11% Reduce -8.7% 48,598 $19.3M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.68% No change 48,431 $19.3M
AMG National Trust Bank 0.55% Reduce -0.8% 47,521 $18.9M
SG Americas Securities, LLC 0.10% Reduce -32.8% 46,567 $18.5M
Avantax Advisory Services, Inc. 0.16% Add +2.3% 46,004 $18.3M
GenWealth Group, Inc. 4.49% Add +6.1% 44,760 $17.8M
Daiwa Securities Group Inc. 0.10% Add +23.0% 44,635 $17.8M
Steward Partners Investment Advisory, LLC 0.19% Add +10.3% 43,613 $17.3M
IFP Advisors, Inc 0.74% Reduce -4.1% 42,328 $16.8M
Johnson Bixby & Associates, LLC 2.84% Reduce -32.9% 41,128 $16.4M
Robertson Stephens Wealth Management, LLC 0.89% Add +8.9% 40,582 $16.2M
Baird Financial Group, Inc. 0.03% Reduce -2.9% 40,218 $16.0M
Pinnacle Financial Partners Inc 0.34% Reduce -0.3% 39,915 $15.9M
Echo45 Advisors LLC 11.40% Reduce -0.7% 39,839 $15.8M
HSBC Holdings PLC 0.01% Reduce -30.8% 39,720 $15.8M
Creekmur Asset Management LLC 5.34% Reduce -4.8% 39,219 $15.6M
Clear Creek Financial Management, LLC 1.94% Add +1064.1% 38,171 $15.2M
Atria Wealth Solutions, Inc. 0.17% Add +31.5% 37,523 $15.0M

"% of holder's portfolio" is DIA's weight in each manager's 13F, not the share of SS SPDR Dow Jones Indus Avg the manager owns.

Show all 1,148 holders