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State Street SPDR Dow Jones Industrial Average ETF Trust

999 hedge funds and large institutions have $8.69B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2023 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 296 increasing their positions, 357 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 82

1.7% less ownership

Funds ownership: 32.57%30.87% (-1.7%)

2% less funds holding

Funds holding: 1,022999 (-23)

16% less funds holding in top 10

Funds holding in top 10: 6857 (-11)

17% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 357

26% less call options, than puts

Call options by funds: $4.75B | Put options by funds: $6.38B

48% less capital invested

Capital invested by funds: $16.9B → $8.69B (-$8.16B)

Holders
999
Holders Change
-23
Holders Change %
-2.25%
% of All Funds
15.92%
Holding in Top 10
57
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.18%
% of All Funds
0.91%
New
82
Increased
296
Reduced
357
Closed
82
Calls
$4.75B
Puts
$6.38B
Net Calls
-$1.63B
Net Calls Change
+$801M
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
401
Avidian Wealth Enterprises
Texas
$1.07M -$17.6K -53 -2%
GCM
402
Gallacher Capital Management
Colorado
$1.07M +$1.66K +5 +0.2%
Capstone Investment Advisors
403
Capstone Investment Advisors
New York
$1.07M +$1.07M +3,214 New
WMP
404
Wealth Management Partners
Arizona
$1.06M +$63.1K +190 +6%
RJT
405
Raymond James Trust
Florida
$1.06M +$8.31K +25 +0.8%
Man Group
406
Man Group
United Kingdom
$1.05M
MFA
407
Mayflower Financial Advisors
Massachusetts
$1.04M -$9.97K -30 -0.9%
KOC
408
Koss-Olinger Consulting
Florida
$1.04M +$1.04M +3,140 New
CTC
409
Central Trust Company
Missouri
$1.03M
PWM
410
Perigon Wealth Management
California
$1.03M +$373K +1,123 +57%
CRWM
411
Castle Rock Wealth Management
California
$1.02M -$15.3K -46 -1%
FANJ
412
Financial Architects (New Jersey)
New Jersey
$1.02M -$104K -314 -9%
CIA
413
Compass Ion Advisors
Pennsylvania
$1.02M +$220K +663 +28%
MFG
414
Magnus Financial Group
New York
$1.01M -$47.8K -144 -5%
DADC
415
D.A. Davidson & Co
Montana
$1.01M +$68.1K +205 +7%
NCMW
416
Northern Capital Management (Washington)
Washington
$1.01M +$2.66K +8 +0.3%
ECML
417
Eagle Capital Management (Louisiana)
Louisiana
$1M -$10M -30,141 -91%
CCC
418
Chelsea Counsel Company
California
$1M
BWP
419
Balboa Wealth Partners
Arizona
$1M -$1.05M -3,170 -51%
CFS
420
CRA Financial Services
New Jersey
$994K +$61.5K +185 +7%
DAS
421
Dynamic Advisor Solutions
Arizona
$991K -$13.4M -40,305 -93%
CB
422
Commerce Bank
Missouri
$985K -$48.2K -145 -5%
GWSG
423
GPS Wealth Strategies Group
Colorado
$973K +$972K +2,925 New
RIL
424
Rothschild Investment LLC
Illinois
$968K +$515K +1,550 +114%
TD Asset Management
425
TD Asset Management
Ontario, Canada
$965K -$266K -800 -22%

DIA Hedge Fund Activity: Q1 2023 in Review

999 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q1 2023, worth a combined $8.69B — down 48% from $16.9B a quarter earlier.

Fund positioning in DIA was balanced in Q1 2023: 82 funds opened new positions, 82 closed out, 296 added to existing stakes and 357 trimmed.

The largest buyer was Wolverine Trading, adding an estimated $123M. The largest seller was Nissay Asset Management, exiting entirely with an estimated $189M sold.

  • 999 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q1 2023, down from 1,022 in Q4 2022.
  • Funds reported $8.69B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q1 2023, down 48% quarter-over-quarter.
  • 82 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q1 2023 and 82 closed out, a net change of 0 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q1 2023 was Wolverine Trading, an estimated $123M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q1 2023 was Nissay Asset Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2023.