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SPDR Dow Jones Industrial Average ETF Trust

1,129 hedge funds and large institutions have $13.7B invested in SPDR Dow Jones Industrial Average ETF Trust in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 337 increasing their positions, 342 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,129
Holders Change
+108
Holders Change %
+10.58%
% of All Funds
16.55%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.91%
New
176
Increased
337
Reduced
342
Closed
56
Calls
$5.09B
Puts
$6.9B
Net Calls
-$1.81B
Net Calls Change
-$1.69B
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
251
Summit Wealth Partners
Florida
$3.13M -$4.15K -11 -0.1%
NPFS
252
Novak & Powell Financial Services
Florida
$3.13M +$3.13M +8,313 New
SFS
253
Sharp Financial Services
Pennsylvania
$3.12M +$3.12M +8,290 New
WWM
254
Western Wealth Management
Colorado
$3.12M -$254K -673 -8%
F4L
255
Fortune 45 LLC
Louisiana
$3.09M -$10.6K -28 -0.3%
KFS
256
Kaizen Financial Strategies
California
$3.08M +$123K +326 +4%
LFAS
257
Level Four Advisory Services
Texas
$3.07M +$1.46M +3,883 +91%
BSW
258
Buckingham Strategic Wealth
Missouri
$3.03M -$10.9K -29 -0.4%
WA
259
Win Advisors
Florida
$3.03M +$3.03M +8,036 New
ARC
260
Advisor Resource Council
Texas
$3.01M +$924K +2,451 +44%
MIC
261
Meridian Investment Counsel
California
$2.96M
AGP
262
Autumn Glory Partners
Texas
$2.92M -$157K -420 -5%
FCMA
263
Foresight Capital Management Advisors
Michigan
$2.87M +$2.87M +7,620 New
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$2.85M +$939K +2,492 +49%
GLLW
265
Graves Light Lenhart Wealth
Virginia
$2.83M +$377 +1 +0%
FFA
266
Founders Financial Alliance
North Carolina
$2.82M +$46K +122 +2%
WIA
267
World Investment Advisors
California
$2.82M +$1.82M +4,813 +181%
CIBC Private Wealth Group
268
CIBC Private Wealth Group
Georgia
$2.78M +$1.03M +2,737 +59%
SG
269
StoneX Group
New York
$2.77M -$100K -266 -3%
FWA
270
FSC Wealth Advisors
New York
$2.77M +$2.77M +7,341 New
HI
271
Hudock Inc
Pennsylvania
$2.75M -$137K -363 -5%
IAIM
272
International Assets Investment Management
Florida
$2.73M +$116K +307 +4%
ICG
273
InterOcean Capital Group
Tennessee
$2.7M +$165K +439 +7%
LIM
274
Letson Investment Management
Georgia
$2.7M +$2.7M +7,159 New
FWM
275
Fingerlakes Wealth Management
New York
$2.69M +$51.3K +136 +2%