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State Street SPDR Dow Jones Industrial Average ETF Trust

1,022 hedge funds and large institutions have $16.9B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2022 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 336 increasing their positions, 261 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 57

29% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 261

11% more funds holding in top 10

Funds holding in top 10: 6168 (+7)

10% more funds holding

Funds holding: 9311,022 (+91)

0.05% more ownership

Funds ownership: 32.52%32.57% (+0.05%)

26% less call options, than puts

Call options by funds: $7.04B | Put options by funds: $9.47B

61% less capital invested

Capital invested by funds: $43.2B → $16.9B (-$26.4B)

Holders
1,022
Holders Change
+91
Holders Change %
+9.77%
% of All Funds
16.43%
Holding in Top 10
68
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.48%
% of All Funds
1.09%
New
170
Increased
336
Reduced
261
Closed
57
Calls
$7.04B
Puts
$9.47B
Net Calls
-$2.43B
Net Calls Change
-$1.16B
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
301
Wealthspire Advisors (New York)
New York
$2.13M +$7.48K +23 +0.4%
LA
302
Latitude Advisors
Florida
$2.12M +$2.08M +6,402 New
SS
303
Sunbelt Securities
Texas
$2.11M -$21.8K -67 -1%
EFH
304
Eaton Financial Holdings
Florida
$2.07M +$2.03M +6,246 New
Bank of Nova Scotia
305
Bank of Nova Scotia
Ontario, Canada
$2.06M +$2.02M +6,210 New
BWP
306
Balboa Wealth Partners
Arizona
$2.05M +$1.34M +4,114 +199%
HIS
307
Harvest Investment Services
Illinois
$2.04M +$840K +2,583 +72%
BFG
308
Barber Financial Group
Kansas
$2M +$486K +1,495 +33%
ICG
309
InterOcean Capital Group
Tennessee
$1.98M
WCM
310
Windsor Capital Management
Arizona
$1.98M -$1.63K -5 -0.1%
SCA
311
St. Clair Advisors
Ohio
$1.97M
GJIC
312
Gamble Jones Investment Counsel
California
$1.97M
Thrivent Financial for Lutherans
313
Thrivent Financial for Lutherans
Minnesota
$1.95M -$164K -504 -8%
LWAC
314
Laurel Wealth Advisors (California)
California
$1.95M -$670K -2,061 -26%
PFO
315
Pathstone Family Office
New Jersey
$1.94M +$1.91M +5,864 New
CAGAS
316
Capital Advisory Group Advisory Services
Minnesota
$1.91M -$56.6K -174 -3%
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$1.91M +$517K +1,591 +38%
ADL
318
Asset Dedication LLC
California
$1.9M -$101K -310 -5%
CAL
319
Capital Advisors Ltd
Ohio
$1.9M +$325 +1 +0%
GWANC
320
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.88M -$113K -349 -6%
SHFP
321
Second Half Financial Partners
Florida
$1.88M -$33.2K -102 -2%
CA
322
CoreCap Advisors
Michigan
$1.87M +$844K +2,597 +85%
EW
323
Enzi Wealth
Texas
$1.85M -$193K -595 -10%
FFN
324
Focus Financial Network
Minnesota
$1.84M -$97.2K -299 -5%
UCFA
325
United Capital Financial Advisors
Texas
$1.82M -$63.7K -196 -3%

DIA Hedge Fund Activity: Q4 2022 in Review

1,022 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2022, worth a combined $16.9B — down 61% from $43.2B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new DIA positions and 57 closed out — a net gain of 113 holders — while 336 added to existing stakes and 261 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $166M. The largest seller was Nissay Asset Management, cutting an estimated $431M.

  • 1,022 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2022, up from 931 in Q3 2022.
  • Funds reported $16.9B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2022, down 61% quarter-over-quarter.
  • 170 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2022 and 57 closed out, a net change of +113 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2022 was Morgan Stanley, an estimated $166M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2022 was Nissay Asset Management, an estimated $431M sold.

Based on aggregated 13F filings for Q4 2022.