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State Street SPDR Dow Jones Industrial Average ETF Trust

1,294 hedge funds and large institutions have $16.5B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2024 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 448 increasing their positions, 336 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 56

39% more funds holding in top 10

Funds holding in top 10: 5171 (+20)

33% more repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 336

28% more capital invested

Capital invested by funds: $12.9B → $16.5B (+$3.58B)

9% more funds holding

Funds holding: 1,1851,294 (+109)

2% more call options, than puts

Call options by funds: $6.81B | Put options by funds: $6.7B

0.36% less ownership

Funds ownership: 40.4%40.04% (-0.36%)

Holders
1,294
Holders Change
+109
Holders Change %
+9.2%
% of All Funds
17.04%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
0.94%
New
191
Increased
448
Reduced
336
Closed
56
Calls
$6.81B
Puts
$6.7B
Net Calls
+$111M
Net Calls Change
+$1.64B
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
351
Foundations Investment Advisors
Arizona
$2.52M +$1.42M +3,277 +124%
SCA
352
St. Clair Advisors
Ohio
$2.5M -$35.5K -82 -1%
CA
353
Crumly & Associates
Illinois
$2.49M
EF
354
Empowered Funds
Pennsylvania
$2.47M +$2.51M +5,808 New
MIM
355
Miller Investment Management
Pennsylvania
$2.43M
CAL
356
Capital Advisors Ltd
Ohio
$2.42M
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$2.41M -$38.5K -89 -2%
ET
358
Equitable Trust
Tennessee
$2.4M +$2.44M +5,646 New
NAS
359
NWF Advisory Services
California
$2.39M -$546K -1,261 -18%
TCM
360
Triumph Capital Management
Colorado
$2.39M -$9.96K -23 -0.4%
SC
361
Scotia Capital
Ontario, Canada
$2.38M +$117K +271 +5%
LTL
362
Lowery Thomas LLC
California
$2.37M -$32K -74 -1%
TD Asset Management
363
TD Asset Management
Ontario, Canada
$2.37M +$261K +604 +12%
AAS
364
Asset Allocation Strategies
Michigan
$2.33M -$106K -244 -4%
QWM
365
Quadcap Wealth Management
Texas
$2.27M +$416K +962 +22%
FMWA
366
Forvis Mazars Wealth Advisors
Missouri
$2.26M +$87.4K +202 +4%
BCI
367
Brinker Capital Investments
Pennsylvania
$2.25M +$497K +1,147 +28%
OPS
368
Orion Portfolio Solutions
Nebraska
$2.25M +$497K +1,147 +28%
RA
369
RFG Advisory
Alabama
$2.25M +$566K +1,308 +33%
ECG
370
Edge Capital Group
Georgia
$2.24M -$2.21M -5,102 -97%
GLLW
371
Graves Light Lenhart Wealth
Virginia
$2.24M +$433 +1 +0%
SFG
372
SNS Financial Group
Minnesota
$2.22M -$156K -360 -6%
SC
373
SouthState Corp
Florida
$2.22M
WA
374
Waverly Advisors
Alabama
$2.21M +$539K +1,245 +32%
IFPG
375
Intrepid Financial Planning Group
Indiana
$2.21M +$240K +555 +12%

DIA Hedge Fund Activity: Q4 2024 in Review

1,294 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2024, worth a combined $16.5B — up 28% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new DIA positions and 56 closed out — a net gain of 135 holders — while 448 added to existing stakes and 336 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $608M. The largest seller was International Assets Investment Management, cutting an estimated $1.47B.

  • 1,294 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2024, up from 1,185 in Q3 2024.
  • Funds reported $16.5B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2024, up 28% quarter-over-quarter.
  • 191 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2024 and 56 closed out, a net change of +135 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2024 was Goldman Sachs, an estimated $608M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2024 was International Assets Investment Management, an estimated $1.47B sold.

Based on aggregated 13F filings for Q4 2024.