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State Street SPDR Dow Jones Industrial Average ETF Trust

999 hedge funds and large institutions have $8.69B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2023 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 296 increasing their positions, 357 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 82

1.7% less ownership

Funds ownership: 32.57%30.87% (-1.7%)

2% less funds holding

Funds holding: 1,022999 (-23)

16% less funds holding in top 10

Funds holding in top 10: 6857 (-11)

17% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 357

26% less call options, than puts

Call options by funds: $4.75B | Put options by funds: $6.38B

48% less capital invested

Capital invested by funds: $16.9B → $8.69B (-$8.16B)

Holders
999
Holders Change
-23
Holders Change %
-2.25%
% of All Funds
15.92%
Holding in Top 10
57
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.18%
% of All Funds
0.91%
New
82
Increased
296
Reduced
357
Closed
82
Calls
$4.75B
Puts
$6.38B
Net Calls
-$1.63B
Net Calls Change
+$801M
Name Holding Trade Value Shares
Change
Change in
Stake
SHFP
301
Second Half Financial Partners
Florida
$1.81M -$18.3K -55 -1%
T
302
TRUADVICE
Florida
$1.78M +$1.27M +3,815 +273%
GC
303
Grimes & Company
Massachusetts
$1.78M +$168K +505 +10%
ECG
304
Edge Capital Group
Georgia
$1.77M +$590K +1,775 +50%
PPG
305
Peak Planning Group
Colorado
$1.77M +$95K +286 +6%
IFPG
306
Intrepid Financial Planning Group
Indiana
$1.77M +$59.5K +179 +3%
VWM
307
Vigilare Wealth Management
Arizona
$1.76M -$7.27M -21,871 -80%
CF
308
Centaurus Financial
California
$1.76M -$64.5K -194 -4%
SC
309
Savant Capital
Illinois
$1.75M +$1.25M +3,770 +250%
KIA
310
KCM Investment Advisors
California
$1.75M
AllianceBernstein
311
AllianceBernstein
Tennessee
$1.74M -$472K -1,422 -21%
TCA
312
Transcend Capital Advisors
New Jersey
$1.74M -$1.09M -3,283 -39%
SFO
313
Stokes Family Office
Louisiana
$1.74M -$29.6K -89 -2%
SC
314
SouthState Corp
Florida
$1.73M -$332 -1 -0%
NAS
315
NWF Advisory Services
California
$1.73M +$1.67M +5,041 New
VCA
316
Verdence Capital Advisors
Maryland
$1.7M -$109K -329 -6%
AA
317
Ancora Advisors
Ohio
$1.68M -$16.6M -50,012 -91%
OLVIG
318
Oliver Lagore Vanvalin Investment Group
Michigan
$1.67M -$1.39M -4,174 -45%
PAMG
319
Patton Albertson Miller Group
Tennessee
$1.67M -$24.9K -75 -1%
ASBI
320
American State Bank (Iowa)
Iowa
$1.66M
PA
321
PFG Advisors
Arizona
$1.66M -$22.3K -67 -1%
GWM
322
Gray Wealth Management
Maine
$1.65M +$52.8K +159 +3%
OPWM
323
Oxinas Partners Wealth Management
Indiana
$1.64M +$212K +638 +15%
SW
324
Solidarity Wealth
Utah
$1.63M +$1.63M +4,895 New
DC
325
Davenport & Co
Virginia
$1.63M +$24.6K +74 +2%

DIA Hedge Fund Activity: Q1 2023 in Review

999 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q1 2023, worth a combined $8.69B — down 48% from $16.9B a quarter earlier.

Fund positioning in DIA was balanced in Q1 2023: 82 funds opened new positions, 82 closed out, 296 added to existing stakes and 357 trimmed.

The largest buyer was Wolverine Trading, adding an estimated $123M. The largest seller was Nissay Asset Management, exiting entirely with an estimated $189M sold.

  • 999 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q1 2023, down from 1,022 in Q4 2022.
  • Funds reported $8.69B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q1 2023, down 48% quarter-over-quarter.
  • 82 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q1 2023 and 82 closed out, a net change of 0 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q1 2023 was Wolverine Trading, an estimated $123M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q1 2023 was Nissay Asset Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2023.