SPDR DJIA TRUST (DIA) Institutional Ownership Changes & 13F Activity
SPDR DJIA TRUST (DIA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Goldman Sachs Group Inc, Citadel Advisors Llc, Nokomis Capital, L.L.C., Corient Private Wealth Llc, and Envestnet Asset Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -10,733 | -4.3% | 236,510 | $123.55M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -141 | -6.2% | 2,146 | $1.12M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +53 | +10.5% | 556 | $290.45K | Q2 2026 | Sep 23, 2026 |
| Smith Chas P & Associates Pa Cpas | Sell | -1,215 | -5.6% | 20,624 | $10.77M | Q2 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Sell | -1,307 | -2.7% | 47,863 | $25.00M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -3,081,981 | -92.1% | 264,408 | $138.12M | Q2 2026 | Sep 02, 2026 |
| Alternative Investment Advisors, Llc. | Buy | +2 | +0.2% | 813 | $425.05K | Q2 2026 | Aug 31, 2026 |
| Corient Private Wealth Llc | Sell | -17,424 | -50.3% | 17,215 | $8.99M | Q2 2026 | Aug 27, 2026 |
| Tobias Financial Advisors, Inc. | Sell | -4 | -0.1% | 3,515 | $1.84M | Q2 2026 | Aug 25, 2026 |
| Nokomis Capital, L.L.C. | Sell | -20,101 | -51.7% | 18,779 | $9.81M | Q2 2026 | Aug 21, 2026 |
| West Michigan Advisors, Llc | Buy | +431 | — | 431 | $225.18K | Q2 2026 | Aug 21, 2026 |
| Clifford Swan Investment Counsel Llc | Buy | +284 | +28.3% | 1,286 | $671.91K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -3,320 | -8.6% | 35,343 | $18.46M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -610 | -9.2% | 6,044 | $3.16M | Q2 2026 | Aug 19, 2026 |
| Wilson & Boucher Capital Management, Llc | Buy | +400 | — | 400 | $208.96K | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Sell | -65 | -9.7% | 605 | $316.05K | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +19 | +5.7% | 353 | $184.58K | Q2 2026 | Aug 19, 2026 |
| Jdm Financial Group Llc | Buy | +1,505 | — | 1,505 | $786.12K | Q2 2026 | Aug 18, 2026 |
| Strait & Sound Wealth Management Llc | Sell | -995 | -42.4% | 1,351 | $705.75K | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -280 | -1.4% | 20,082 | $10.49M | Q2 2026 | Aug 18, 2026 |
| Glenview Trust Co | Sell | -150 | -9.2% | 1,482 | $774.18K | Q2 2026 | Aug 18, 2026 |
| Empowered Funds, Llc | Sell | -1,201 | -8.0% | 13,849 | $7.23M | Q2 2026 | Aug 17, 2026 |
| Wny Asset Management, Llc | Buy | +837 | — | 837 | $437.29K | Q2 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Sell | -213 | -10.5% | 1,810 | $945.73K | Q2 2026 | Aug 17, 2026 |
| Jefferies Financial Group Inc. | Buy | +201 | +2.3% | 8,922 | $4.66M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +73 | +2.1% | 3,562 | $1.86M | Q2 2026 | Aug 17, 2026 |
| Hayek Kallen Investment Management | Sell | -39 | -4.2% | 898 | $469.00K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +7 | +0.0% | 49,260 | $25.73M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +2 | +0.0% | 8,187 | $4.28M | Q2 2026 | Aug 17, 2026 |
| Goldman Sachs Group Inc | Sell | -3,764,985 | -92.3% | 313,694 | $163.87M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about DIA activity
Which institutional owners are buying DIA?
Institutional owners buying DIA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DIA activity?
"Buy" means an investor increased their reported position in DIA compared to the prior reporting period. This reflects growing exposure to SPDR DJIA TRUST (DIA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DIA increasing?
Institutional interest in DIA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.