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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 %
MFA
401
Mayflower Financial Advisors
Massachusetts
$1.04M -$9.98K -30 -0.9%
KOC
402
Koss-Olinger Consulting
Florida
$1.04M +$1.04M +3,140 New
CTC
403
Central Trust Company
Missouri
$1.03M
PWM
404
Perigon Wealth Management
California
$1.03M +$374K +1,123 +57%
CRWM
405
Castle Rock Wealth Management
California
$1.02M -$15.4K -46 -1%
FANJ
406
Financial Architects (New Jersey)
New Jersey
$1.02M -$104K -314 -9%
CIA
407
Compass Ion Advisors
Pennsylvania
$1.02M +$221K +663 +28%
MFG
408
Magnus Financial Group
New York
$1.01M -$47.9K -144 -5%
DADC
409
D.A. Davidson & Co
Montana
$1.01M +$68.2K +205 +7%
NCMW
410
Northern Capital Management (Washington)
Washington
$1.01M +$2.66K +8 +0.3%
ECML
411
Eagle Capital Management (Louisiana)
Louisiana
$1M -$10M -30,141 -91%
CCC
412
Chelsea Counsel Company
California
$1M
BWP
413
Balboa Wealth Partners
Arizona
$1M -$1.05M -3,170 -51%
CFS
414
CRA Financial Services
New Jersey
$994K +$61.5K +185 +7%
DAS
415
Dynamic Advisor Solutions
Arizona
$991K -$13.4M -40,305 -93%
CB
416
Commerce Bank
Missouri
$985K -$48.2K -145 -5%
GWSG
417
GPS Wealth Strategies Group
Colorado
$973K +$973K +2,925 New
RIL
418
Rothschild Investment LLC
Illinois
$968K +$516K +1,550 +114%
TD Asset Management
419
TD Asset Management
Ontario, Canada
$965K -$266K -800 -22%
TF
420
TIAA FSB
Florida
$959K -$1.66K -5 -0.2%
PFO
421
Pathstone Family Office
New Jersey
$958K -$993K -2,984 -51%
APS
422
American Planning Services
Florida
$956K -$6.9M -20,748 -88%
JFG
423
Jefferies Financial Group
New York
$946K +$37.6K +113 +4%
BF
424
BOK Financial
Oklahoma
$944K
LA
425
Lane & Associates
New Jersey
$936K -$55.5K -167 -6%