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State Street SPDR Dow Jones Industrial Average ETF Trust

960 hedge funds and large institutions have $9.7B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2021 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 317 increasing their positions, 235 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 69

35% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 235

15% more funds holding in top 10

Funds holding in top 10: 5260 (+8)

8% more funds holding

Funds holding: 887960 (+73)

6% more capital invested

Capital invested by funds: $9.14B → $9.7B (+$560M)

0.11% more ownership

Funds ownership: 32.07%32.18% (+0.11%)

64% less call options, than puts

Call options by funds: $5.69B | Put options by funds: $15.8B

Holders
960
Holders Change
+73
Holders Change %
+8.23%
% of All Funds
14.77%
Holding in Top 10
60
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.38%
% of All Funds
0.92%
New
159
Increased
317
Reduced
235
Closed
69
Calls
$5.69B
Puts
$15.8B
Net Calls
-$10.1B
Net Calls Change
-$2.16B
Name Holding Trade Value Shares
Change
Change in
Stake
GFG
251
Greystone Financial Group
Michigan
$2.84M -$1.01M -2,836 -27%
AF
252
Allworth Financial
California
$2.81M -$11M -31,057 -80%
LTL
253
Lowery Thomas LLC
California
$2.81M +$2.75M +7,734 New
MFW
254
Meristem Family Wealth
Minnesota
$2.78M
SWM
255
Spire Wealth Management
Virginia
$2.78M +$215K +604 +9%
GLLW
256
Graves Light Lenhart Wealth
Virginia
$2.77M
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$2.77M +$184K +519 +7%
KFA
258
Kelleher Financial Advisors
New York
$2.76M -$281K -790 -9%
CS
259
Capital Square
Tennessee
$2.76M +$10.3K +29 +0.4%
MPW
260
Melone Private Wealth
Michigan
$2.73M +$2.67M +7,511 New
G
261
Gainplan
Michigan
$2.71M +$140K +394 +6%
GSWM
262
Golden State Wealth Management
California
$2.68M +$402K +1,132 +18%
FHA
263
First Horizon Advisors
Tennessee
$2.67M -$214K -603 -8%
KWA
264
Kellett Wealth Advisors
Ohio
$2.65M +$2.59M +7,296 New
HIMC
265
Heritage Investors Management Corp
Maryland
$2.62M -$178K -500 -6%
MIC
266
Meridian Investment Counsel
California
$2.58M
PPA
267
Parametric Portfolio Associates
Washington
$2.52M -$566K -1,593 -19%
BRWA
268
B. Riley Wealth Advisors
Florida
$2.52M -$199K -561 -7%
FWM
269
Fingerlakes Wealth Management
New York
$2.45M +$2.4M +6,755 New
AF
270
Advisornet Financial
Minnesota
$2.41M -$349K -983 -13%
CAM
271
Cresset Asset Management
Illinois
$2.41M +$424K +1,193 +22%
FTS
272
Fifth Third Securities
Ohio
$2.38M -$91.7K -258 -4%
MCM
273
MAI Capital Management
Ohio
$2.38M +$588K +1,656 +34%
MWM
274
Moulton Wealth Management
Washington
$2.37M -$62.5K -176 -3%
FCMA
275
Foresight Capital Management Advisors
Michigan
$2.32M +$2.27M +6,394 New

DIA Hedge Fund Activity: Q4 2021 in Review

960 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2021, worth a combined $9.7B — up 6.1% from $9.14B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new DIA positions and 69 closed out — a net gain of 90 holders — while 317 added to existing stakes and 235 trimmed.

The largest buyer was Wolverine Trading, adding an estimated $291M. The largest seller was Mizuho Bank, exiting entirely with an estimated $254M sold.

  • 960 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2021, up from 887 in Q3 2021.
  • Funds reported $9.7B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 159 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2021 and 69 closed out, a net change of +90 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2021 was Wolverine Trading, an estimated $291M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2021 was Mizuho Bank, an estimated $254M sold.

Based on aggregated 13F filings for Q4 2021.