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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
BFEC
326
Benjamin F. Edwards & Company
Missouri
$1.7M +$9.59K +27 +0.6%
TAM
327
Tocqueville Asset Management
New York
$1.69M
PAMG
328
Patton Albertson Miller Group
Tennessee
$1.67M +$473K +1,332 +41%
AA
329
Ancora Advisors
Ohio
$1.67M -$71.1K -200 -4%
MWA
330
Monograph Wealth Advisors
California
$1.65M +$1.61M +4,541 New
SIAG
331
Safeguard Investment Advisory Group
California
$1.65M +$216K +608 +15%
CA
332
Cambridge Advisors
Nebraska
$1.62M -$3.91K -11 -0.2%
KLI
333
Kelman-Lazarov Inc
Tennessee
$1.61M
RMAM
334
Raab & Moskowitz Asset Management
New Jersey
$1.61M -$12.4K -35 -0.8%
JGC
335
J. Goldman & Co
New York
$1.61M +$219K +616 +16%
CG
336
Caprock Group
Idaho
$1.6M +$537K +1,512 +52%
CW
337
CreativeOne Wealth
Kansas
$1.58M -$92K -259 -6%
PWM
338
Purus Wealth Management
California
$1.56M -$4.26K -12 -0.3%
SAS
339
Stelac Advisory Services
New York
$1.56M +$444K +1,250 +41%
BW
340
Bison Wealth
Georgia
$1.53M -$85.3K -240 -5%
PIA
341
Perennial Investment Advisors
California
$1.52M +$2.84K +8 +0.2%
AA
342
Apriem Advisors
California
$1.51M
IC
343
IEQ Capital
California
$1.5M
DC
344
Davenport & Co
Virginia
$1.5M +$173K +487 +13%
CCT
345
Country Club Trust
Missouri
$1.49M +$178K +500 +14%
NB
346
NBT Bank
New York
$1.49M -$61.5K -173 -4%
GAM
347
Grandview Asset Management
Pennsylvania
$1.48M +$20.6K +58 +1%
CAG
348
Csenge Advisory Group
Florida
$1.47M +$106K +298 +8%
AA
349
Ashford Advisors
New York
$1.45M
MWM
350
Mission Wealth Management
California
$1.42M +$371K +1,044 +36%

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.