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SPDR Dow Jones Industrial Average ETF Trust

478 hedge funds and large institutions have $5.26B invested in SPDR Dow Jones Industrial Average ETF Trust in 2017 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 145 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+34
Holders Change %
+7.66%
% of All Funds
11.92%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.8%
New
73
Increased
145
Reduced
141
Closed
34
Calls
$1.66B
Puts
$1.89B
Net Calls
-$232M
Net Calls Change
-$109M
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
351
Neumann Capital Management
California
$265K
BFA
352
Beaumont Financial Advisors
Massachusetts
$265K +$16.5K +80 +7%
PWAP
353
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$263K +$206 +1 +0.1%
SS
354
Simplicity Solutions
Minnesota
$255K +$255K +1,236 New
IFAM
355
Institutional & Family Asset Management
Colorado
$253K -$191K -925 -43%
PIM
356
Penobscot Investment Management
Massachusetts
$252K
CA
357
Cullinan Associates
Kentucky
$248K
CWM
358
Concert Wealth Management
California
$248K +$4.95K +25 +2%
CAL
359
Capital Analysts LLC
Pennsylvania
$248K -$273K -1,325 -52%
FIB
360
First Interstate Bank
Montana
$247K -$130K -629 -34%
LA
361
Legacy Advisors
Pennsylvania
$245K
BF
362
BOK Financial
Oklahoma
$245K +$206 +1 +0.1%
BF
363
Blankinship & Foster
California
$245K +$245K +1,186 New
PWLP
364
Prio Wealth Limited Partnership
Massachusetts
$244K -$7.21K -35 -3%
CAPTRUST Financial Advisors
365
CAPTRUST Financial Advisors
North Carolina
$243K +$68.9K +334 +40%
PFA
366
Paradigm Financial Advisors
Missouri
$240K -$82.4K -400 -26%
DW
367
Domani Wealth
Pennsylvania
$239K
RWA
368
Ropes Wealth Advisors
Massachusetts
$239K
PFM
369
Parsec Financial Management
North Carolina
$239K +$1.03K +5 +0.4%
HWA
370
HCR Wealth Advisors
California
$236K
AAS
371
Annex Advisory Services
Wisconsin
$232K -$20.9K -101 -8%
AIP
372
Ahrens Investment Partners
Louisiana
$231K -$34K -165 -13%
AW
373
ACG Wealth
Georgia
$227K +$227K +1,100 New
WSTAM
374
Wilbanks Smith & Thomas Asset Management
Virginia
$226K -$58.4K -283 -21%
NSIM
375
North Star Investment Management
Illinois
$224K