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SPDR Dow Jones Industrial Average ETF Trust

879 hedge funds and large institutions have $9.84B invested in SPDR Dow Jones Industrial Average ETF Trust in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 288 increasing their positions, 262 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
+32
Holders Change %
+3.78%
% of All Funds
15.48%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
0.9%
New
99
Increased
288
Reduced
262
Closed
53
Calls
$4.62B
Puts
$5.87B
Net Calls
-$1.25B
Net Calls Change
-$245M
Name Holding Trade Value Shares
Change
Shares
Change %
FCCM
426
First City Capital Management
Georgia
$714K +$111K +331 +18%
GPA
427
Garrison Point Advisors
California
$713K -$9.57K -29 -1%
LNC
428
Lincoln National Corp
Pennsylvania
$713K +$1.98K +6 +0.3%
FPS
429
Fieldpoint Private Securities
Connecticut
$712K
VBFG
430
Vishria Bird Financial Group
Tennessee
$711K -$133K -402 -16%
GRP
431
Global Retirement Partners
California
$706K +$385K +1,164 +120%
CFS
432
CRA Financial Services
New Jersey
$702K +$42.2K +128 +6%
IC
433
Intersect Capital
California
$684K -$26.4K -80 -4%
AIS
434
American Investment Services
Massachusetts
$682K +$342K +1,036 +101%
CL
435
CIM LLC
New York
$675K
TFS
436
TrustCore Financial Services
Tennessee
$674K -$66.1K -200 -9%
CPO
437
Cerity Partners OCIO
New York
$673K +$673K +2,037 New
SFA
438
Sequoia Financial Advisors
Ohio
$672K
SWA
439
Sax Wealth Advisors
New Jersey
$667K +$660 +2 +0.1%
Kovitz Investment Group Partners
440
Kovitz Investment Group Partners
Illinois
$662K
CFGS
441
Concourse Financial Group Securities
Alabama
$660K -$105K -319 -14%
DMC
442
Drexel Morgan & Co
Pennsylvania
$660K
VCM
443
Vigilant Capital Management
Maine
$659K +$659K +1,995 New
BFA
444
Beaumont Financial Advisors
Massachusetts
$656K +$8.26K +25 +1%
SWM
445
SeaCrest Wealth Management
New York
$653K +$43.9K +133 +7%
OPS
446
Orion Portfolio Solutions
Nebraska
$652K +$435K +1,317 +200%
BPA
447
Beacon Pointe Advisors
California
$648K
EWM
448
Evercore Wealth Management
New York
$646K -$52.8K -160 -8%
WA
449
WBH Advisory
Maryland
$646K +$17.2K +52 +3%
SIC
450
Samalin Investment Counsel
New York
$645K +$136K +411 +27%