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SPDR Dow Jones Industrial Average ETF Trust

993 hedge funds and large institutions have $8.68B invested in SPDR Dow Jones Industrial Average ETF Trust in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 294 increasing their positions, 356 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
993
Holders Change
-25
Holders Change %
-2.46%
% of All Funds
15.89%
Holding in Top 10
56
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-17.65%
% of All Funds
0.9%
New
80
Increased
294
Reduced
356
Closed
82
Calls
$4.75B
Puts
$6.38B
Net Calls
-$1.63B
Net Calls Change
+$801M
Name Holding Trade Value Shares
Change
Shares
Change %
FMWA
326
Forvis Mazars Wealth Advisors
Missouri
$1.55M -$3.33K -10 -0.2%
USCWA
327
U.S. Capital Wealth Advisors
Texas
$1.54M -$25.9K -78 -2%
UCFA
328
United Capital Financial Advisors
Texas
$1.53M -$303K -911 -17%
MWA
329
Monograph Wealth Advisors
California
$1.51M +$434K +1,300 +40%
GGI
330
Godsey & Gibb Inc
Virginia
$1.5M +$1.5M +4,500 New
GSB
331
Greenfield Savings Bank
Massachusetts
$1.49M -$5.32K -16 -0.4%
WCM
332
WealthBridge Capital Management
Ohio
$1.48M +$333 +1 +0%
QCM
333
Quantinno Capital Management
New York
$1.48M -$20K -60 -1%
CIAS
334
Capital Investment Advisory Services
North Carolina
$1.47M +$15.3K +46 +1%
CG
335
Caprock Group
Idaho
$1.47M
Bessemer Group
336
Bessemer Group
New Jersey
$1.46M +$1.33K +4 +0.1%
IC
337
IEQ Capital
California
$1.46M +$11K +33 +0.8%
EFS
338
Essex Financial Services
Connecticut
$1.45M -$333 -1 -0%
MWM
339
Mission Wealth Management
California
$1.45M +$333 +1 +0%
CA
340
Cambridge Advisors
Nebraska
$1.43M -$2K -6 -0.1%
VWA
341
V Wealth Advisors
Kansas
$1.42M +$50.9K +153 +4%
PWM
342
Purus Wealth Management
California
$1.41M +$6.99K +21 +0.5%
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$1.39M -$17K -51 -1%
AA
344
Apriem Advisors
California
$1.38M
BFIC
345
Bedell Frazier Investment Counselling
California
$1.37M -$299K -900 -18%
VCP
346
Verus Capital Partners
Arizona
$1.35M +$58.2K +175 +5%
NB
347
NBT Bank
New York
$1.35M -$24.9K -75 -2%
TAM
348
Tocqueville Asset Management
New York
$1.34M
ARC
349
Advisor Resource Council
Texas
$1.34M +$930K +2,762 +229%
CCB
350
Country Club Bank
Missouri
$1.33M -$3.29K -10 -0.2%