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State Street SPDR Dow Jones Industrial Average ETF Trust

889 hedge funds and large institutions have $10.5B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2021 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 294 increasing their positions, 221 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 221

26% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 72

6% more capital invested

Capital invested by funds: $9.86B → $10.5B (+$622M)

1% more funds holding

Funds holding: 884889 (+5)

0.02% more ownership

Funds ownership: 34.76%34.78% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 5252 (0)

45% less call options, than puts

Call options by funds: $3.79B | Put options by funds: $6.91B

Holders
889
Holders Change
+5
Holders Change %
+0.57%
% of All Funds
15.47%
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.91%
New
91
Increased
294
Reduced
221
Closed
72
Calls
$3.79B
Puts
$6.91B
Net Calls
-$3.12B
Net Calls Change
-$1.87B
Name Holding Trade Value Shares
Change
Change in
Stake
OR
401
Olympiad Research
Connecticut
$914K +$904K +2,649 New
AAMA
402
Advanced Asset Management Advisors
Ohio
$909K -$386K -1,130 -30%
SFA
403
Sequoia Financial Advisors
Ohio
$894K +$190K +556 +27%
Lazard Asset Management
404
Lazard Asset Management
New York
$891K
SMC
405
Smith, Moore & Co
Missouri
$882K -$33.5K -98 -4%
CNC
406
Citizens & Northern Corp
Pennsylvania
$877K
SAS
407
Stelac Advisory Services
New York
$874K +$371K +1,087 +75%
Bank Julius Baer & Co
408
Bank Julius Baer & Co
Switzerland
$872K -$154K -450 -15%
CCM
409
Covington Capital Management
California
$863K -$143K -420 -14%
AWE
410
Avidian Wealth Enterprises
Texas
$854K -$153K -447 -15%
LNWWM
411
Laird Norton Wetherby Wealth Management
California
$851K +$513K +1,503 +156%
LA
412
Legacy Advisors
Pennsylvania
$843K
APW
413
Aurora Private Wealth
New Jersey
$821K +$51.2K +150 +7%
MA
414
MUFG Americas
New York
$820K -$2.73K -8 -0.3%
LBD
415
Landsberg Bennett & Dubbaneh
Florida
$820K +$265K +777 +48%
CIBC Private Wealth Group
416
CIBC Private Wealth Group
Georgia
$819K +$3.41K +10 +0.4%
PPP
417
Private Portfolio Partners
New Jersey
$811K +$3.41K +10 +0.4%
ICG
418
InterOcean Capital Group
Tennessee
$811K +$51.2K +150 +7%
CIA
419
Compass Ion Advisors
Pennsylvania
$802K +$3.41K +10 +0.4%
TI
420
Truehand Inc
New Hampshire
$800K
LNC
421
Lincoln National Corp
Pennsylvania
$800K +$53.9K +158 +7%
EHPM
422
Emery Howard Portfolio Management
California
$799K -$5.12K -15 -0.6%
FFC
423
First Financial Corp
Indiana
$798K -$10.9K -32 -1%
WMG
424
WESCAP Management Group
California
$795K +$3.41K +10 +0.4%
HR
425
Howe & Rusling
New York
$791K -$283K -830 -27%

DIA Hedge Fund Activity: Q2 2021 in Review

889 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q2 2021, worth a combined $10.5B — up 6.3% from $9.86B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DIA positions and 72 closed out — a net gain of 19 holders — while 294 added to existing stakes and 221 trimmed.

The largest buyer was Bank of America, adding an estimated $297M. The largest seller was Sumitomo Mitsui Financial Group, exiting entirely with an estimated $527M sold.

  • 889 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q2 2021, up from 884 in Q1 2021.
  • Funds reported $10.5B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q2 2021, up 6.3% quarter-over-quarter.
  • 91 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q2 2021 and 72 closed out, a net change of +19 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q2 2021 was Bank of America, an estimated $297M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q2 2021 was Sumitomo Mitsui Financial Group, an estimated $527M sold.

Based on aggregated 13F filings for Q2 2021.