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SPDR Dow Jones Industrial Average ETF Trust

575 hedge funds and large institutions have $8.8B invested in SPDR Dow Jones Industrial Average ETF Trust in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 175 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+95
Holders Change %
+19.79%
% of All Funds
13.06%
Holding in Top 10
52
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20.93%
% of All Funds
1.18%
New
126
Increased
175
Reduced
147
Closed
28
Calls
$2.3B
Puts
$3.02B
Net Calls
-$725M
Net Calls Change
-$780M
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
276
William Blair & Company
Illinois
$821K +$25K +101 +3%
RC
277
RegentAtlantic Capital
New Jersey
$817K
CA
278
Calton & Associates
Florida
$811K +$811K +3,098 New
SFA
279
Sequoia Financial Advisors
Ohio
$808K +$2.72K +11 +0.3%
CAS
280
Cue Advisory Services
Arizona
$799K
HFA
281
High Falls Advisors
New York
$784K +$34.1K +138 +5%
JIC
282
Joel Isaacson & Co
New York
$784K +$784K +3,170 New
WAAG
283
Wealth Alliance Advisory Group
Kansas
$779K +$779K +3,150 New
DWM
284
Dynasty Wealth Management
Florida
$775K +$775K +3,133 New
Truist Financial
285
Truist Financial
North Carolina
$772K +$139K +560 +22%
AC
286
Addison Capital
Pennsylvania
$771K +$771K +3,115 New
CCM
287
Coldstream Capital Management
Washington
$756K
HCM
288
Hilton Capital Management
New York
$748K
IFAM
289
Institutional & Family Asset Management
Colorado
$716K -$81.2K -328 -10%
BFO
290
Boston Family Office
Massachusetts
$708K +$708K +2,860 New
SS
291
Sunbelt Securities
Texas
$704K +$60.4K +244 +9%
PWM
292
Patriot Wealth Management
Texas
$700K +$74.2K +300 +12%
SS
293
Simplicity Solutions
Minnesota
$700K +$700K +2,831 New
BCM
294
Bluefin Capital Management
New York
$698K -$1.7M -6,861 -71%
Prudential Financial
295
Prudential Financial
New Jersey
$697K -$659K -2,658 -49%
TC
296
Telemus Capital
Michigan
$694K +$288K +1,164 +71%
CLOS
297
Compagnie Lombard Odier SCmA
Switzerland
$692K +$49.4K +200 +8%
FA
298
FDx Advisors
Illinois
$687K -$81.7K -330 -11%
HFS
299
HL Financial Services
Kentucky
$681K -$63.3K -256 -9%
CIBC Private Wealth Group
300
CIBC Private Wealth Group
Georgia
$659K -$30.4K -123 -4%