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SPDR Dow Jones Industrial Average ETF Trust

1,021 hedge funds and large institutions have $8.54B invested in SPDR Dow Jones Industrial Average ETF Trust in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 346 increasing their positions, 331 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,021
Holders Change
-7
Holders Change %
-0.68%
% of All Funds
16.28%
Holding in Top 10
51
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.53%
% of All Funds
0.81%
New
72
Increased
346
Reduced
331
Closed
65
Calls
$5.96B
Puts
$6.08B
Net Calls
-$122M
Net Calls Change
+$1.63B
Name Holding Trade Value Shares
Change
Shares
Change %
OCBCO
226
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.21M -$93.8K -280 -3%
SCM
227
Schnieders Capital Management
California
$3.17M -$9.04K -27 -0.3%
LTL
228
Lowery Thomas LLC
California
$3.12M -$653K -1,949 -17%
Mercer Global Advisors
229
Mercer Global Advisors
Colorado
$3.11M +$60K +179 +2%
GA
230
GFS Advisors
Texas
$3.08M +$27.8K +83 +0.9%
KFA
231
Kelleher Financial Advisors
New York
$3.07M +$2.23M +6,670 +267%
SAS
232
Stelac Advisory Services
New York
$3M +$260K +770 +9%
WWM
233
Western Wealth Management
Colorado
$3M +$123K +368 +4%
DLG
234
Daniel L. Goodwin
$2.99M +$578K +1,725 +24%
US Bancorp
235
US Bancorp
Minnesota
$2.99M -$105K -314 -3%
C
236
Certuity
Florida
$2.98M +$764K +2,281 +34%
FMWA
237
Forvis Mazars Wealth Advisors
Missouri
$2.92M +$1.42M +4,247 +95%
SWP
238
Summit Wealth Partners
Florida
$2.79M -$4.35K -13 -0.2%
BCI
239
Brinker Capital Investments
Pennsylvania
$2.77M +$518K +1,545 +23%
OPS
240
Orion Portfolio Solutions
Nebraska
$2.77M +$518K +1,545 +23%
TA
241
TrueWealth Advisors
Alabama
$2.77M -$338K -1,010 -11%
F4L
242
Fortune 45 LLC
Louisiana
$2.76M -$84.7K -253 -3%
AGP
243
Autumn Glory Partners
Texas
$2.75M +$485K +1,449 +21%
SPC
244
Sigma Planning Corp
Michigan
$2.74M -$766K -2,287 -22%
BSW
245
Buckingham Strategic Wealth
Missouri
$2.7M -$200K -596 -7%
CCG
246
Coastwise Capital Group
California
$2.64M -$91.4K -273 -3%
KFS
247
Kaizen Financial Strategies
California
$2.63M +$1.65M +4,932 +168%
MIC
248
Meridian Investment Counsel
California
$2.63M
DADC
249
D.A. Davidson & Co
Montana
$2.59M -$243K -725 -9%
RWB
250
RMR Wealth Builders
New Jersey
$2.58M +$206K +616 +9%