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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Vision Retirement, Llc, Kw Wealth Management Llc, Midfirst Bank, Osbon Capital Management Llc, and Bannerstone Capital Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group Llc | Sell | -610 | -3.6% | 16,357 | $7.86M | Q4 2025 | Oct 27, 2026 |
| Boston Research & Management Inc | Sell | -360 | -14.9% | 2,052 | $986.13K | Q4 2025 | Aug 27, 2026 |
| Dakota Wealth Management | Buy | +574 | — | 574 | $275.80K | Q4 2025 | Aug 26, 2026 |
| Pegasus Asset Management, Inc. | Sell | -24 | -1.2% | 1,997 | $959.70K | Q4 2025 | Aug 06, 2026 |
| Verus Capital Partners, Llc | Buy | +935 | +17.1% | 6,409 | $3.08M | Q4 2025 | Jul 09, 2026 |
| Bannerstone Capital Management, Llc | Buy | +2,761 | — | 2,761 | $1.33M | Q4 2025 | May 28, 2026 |
| Independent Financial Group, Llc | Buy | +2,001 | +12.3% | 18,236 | $8.76M | Q4 2025 | May 15, 2026 |
| Pioneer Family Office, Llc | Buy | +75 | — | 75 | $36.04K | Q4 2025 | May 14, 2026 |
| Rhodes Investment Advisors Inc | Buy | +600 | — | 600 | $288.34K | Q4 2025 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +601 | — | 601 | $288.82K | Q4 2025 | May 12, 2026 |
| Vision Retirement, Llc | Buy | +31,571 | — | 31,571 | $15.17M | Q4 2025 | May 07, 2026 |
| Capital Asset Managemnet, Llc | Buy | +1,513 | — | 1,513 | $727.16K | Q4 2025 | Apr 07, 2026 |
| Estate Planners Group, Llc | Buy | +11 | — | 11 | $5.17K | Q4 2025 | Apr 07, 2026 |
| Bison Wealth, Llc | Buy | +440 | — | 440 | $200.61K | Q4 2025 | Mar 24, 2026 |
| Osbon Capital Management Llc | Buy | +2,801 | — | 2,801 | $1.35M | Q4 2025 | Mar 16, 2026 |
| Fund Advisors Of America Inc/Fl | Buy | +417 | — | 417 | $200.26K | Q4 2025 | Mar 13, 2026 |
| Hsbc Holdings Plc | Buy | +2,525 | — | 2,525 | $1.21M | Q4 2025 | Mar 06, 2026 |
| Redwood Family Wealth Llc | Buy | +2,520 | — | 2,520 | $1.21M | Q4 2025 | Mar 06, 2026 |
| Union Savings Bank | Buy | +236 | — | 236 | $113.41K | Q4 2025 | Mar 06, 2026 |
| Gunpowder Capital Management, Llc Dba Oliver Wealth Management | Buy | +105 | — | 105 | $50.46K | Q4 2025 | Mar 05, 2026 |
| Rehmann Capital Advisory Group | Buy | +650 | — | 650 | $312.42K | Q4 2025 | Mar 04, 2026 |
| Shp Wealth Management | Buy | +432 | — | 432 | $207.27K | Q4 2025 | Mar 04, 2026 |
| Nwf Advisory Services Inc. | Buy | +2,624 | — | 2,624 | $1.26M | Q4 2025 | Mar 03, 2026 |
| Bank Of Hawaii | Buy | +2,149 | — | 2,149 | $1.03M | Q4 2025 | Mar 03, 2026 |
| Strategic Advisory Partners, Llc | Buy | +715 | — | 715 | $343.65K | Q4 2025 | Mar 03, 2026 |
| Cfo Capital Management Llc | Buy | +1,387 | — | 1,387 | $666.60K | Q4 2025 | Mar 02, 2026 |
| Arwa Llc | Buy | +1,500 | — | 1,500 | $720.86K | Q4 2025 | Feb 27, 2026 |
| Anchor Investment Management, Llc | Buy | +208 | — | 208 | $99.83K | Q4 2025 | Feb 26, 2026 |
| Kw Wealth Management Llc | Buy | +9,096 | — | 9,096 | $4.37M | Q4 2025 | Feb 25, 2026 |
| Midfirst Bank | Buy | +3,319 | — | 3,319 | $1.60M | Q4 2025 | Feb 25, 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.