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SPDR Dow Jones Industrial Average ETF Trust

713 hedge funds and large institutions have $5.16B invested in SPDR Dow Jones Industrial Average ETF Trust in 2020 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 200 increasing their positions, 256 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-38
Holders Change %
-5.06%
% of All Funds
15.75%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
0.97%
New
96
Increased
200
Reduced
256
Closed
127
Calls
$3.55B
Puts
$3.57B
Net Calls
-$18.8M
Net Calls Change
+$809M
Name Holding Trade Value Shares
Change
Shares
Change %
DCM
426
Donaldson Capital Management
Indiana
$380K +$76.8K +350 +25%
AFA
427
Atlanta Financial Associates
Georgia
$378K +$378K +1,726 New
FI
428
FormulaFolio Investments
Michigan
$375K +$216K +985 +136%
MOS
429
MGO One Seven
Ohio
$374K -$6.57K -30 -2%
OFS
430
Orrstown Financial Services
Pennsylvania
$374K
1WA
431
180 Wealth Advisors
Washington
$374K +$374K +1,750 New
RIL
432
Rothschild Investment LLC
Illinois
$369K +$206K +940 +127%
OIA
433
OneDigital Investment Advisors
Kansas
$367K
EWF
434
Epstein & White Financial
California
$366K -$4.15K -19 -1%
SCA
435
Sage Capital Advisors
South Dakota
$363K +$1.98K +9 +0.5%
Bank Julius Baer & Co
436
Bank Julius Baer & Co
Switzerland
$362K +$362K +1,744 New
EWM
437
Empirical Wealth Management
Washington
$357K -$35.3K -161 -9%
HIS
438
Harvest Investment Services
Illinois
$355K -$3.52M -16,115 -91%
WSFS
439
Wilmington Savings Fund Society
Delaware
$355K +$355K +1,617 New
ML
440
McAdam LLC
Pennsylvania
$353K +$353K +1,609 New
CCA
441
Cobblestone Capital Advisors
New York
$351K
SSWM
442
Sheets Smith Wealth Management
North Carolina
$351K
RCAG
443
Rehmann Capital Advisory Group
Michigan
$349K +$349K +1,592 New
WP
444
WealthPLAN Partners
Nebraska
$348K +$27.2K +115 +8%
JIC
445
Joel Isaacson & Co
New York
$340K -$50K -228 -13%
OSNBOA
446
Old Second National Bank of Aurora
Illinois
$340K
BC
447
Burney Company
Virginia
$340K +$5.47K +25 +2%
WSTAM
448
Wilbanks Smith & Thomas Asset Management
Virginia
$337K +$8.12K +37 +2%
HWM
449
Howard Wealth Management
Connecticut
$334K -$41.6K -190 -11%
PIM
450
Penobscot Investment Management
Massachusetts
$333K