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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
TF
426
TIAA FSB
Florida
$959K -$1.66K -5 -0.2%
PFO
427
Pathstone Family Office
New Jersey
$958K -$991K -2,984 -51%
APS
428
American Planning Services
Florida
$956K -$6.89M -20,748 -88%
JFG
429
Jefferies Financial Group
New York
$946K +$37.5K +113 +4%
BF
430
BOK Financial
Oklahoma
$944K
LA
431
Lane & Associates
New Jersey
$936K -$55.5K -167 -6%
WAP
432
Wealthcare Advisory Partners
Pennsylvania
$934K -$41.9K -126 -4%
FPB
433
First PREMIER Bank
South Dakota
$931K
SFA
434
Sequoia Financial Advisors
Ohio
$929K +$6.98K +21 +0.8%
KFS
435
Kaizen Financial Strategies
California
$928K -$2.54M -7,637 -73%
CIBC Private Wealth Group
436
CIBC Private Wealth Group
Georgia
$925K -$22.3K -67 -2%
TC
437
Telemus Capital
Michigan
$919K -$49.8K -150 -5%
SMC
438
Smith, Moore & Co
Missouri
$917K +$33.9K +102 +4%
AF
439
Advisornet Financial
Minnesota
$915K -$471K -1,418 -34%
AFO
440
Allie Family Office
Florida
$900K -$573K -1,725 -39%
LNC
441
Lincoln National Corp
Pennsylvania
$900K +$246K +740 +38%
TF
442
Tompkins Financial
New York
$893K
WIA
443
World Investment Advisors
California
$888K +$30.6K +92 +4%
HW
444
Hancock Whitney
Mississippi
$887K
AIA
445
Avalon Investment & Advisory
Texas
$885K
FPCP
446
Fort Point Capital Partners
California
$883K -$13K -39 -1%
SB
447
Strategic Blueprint
Georgia
$867K -$13.3K -40 -2%
RRA
448
Round Rock Advisors
Connecticut
$861K +$584K +1,758 +212%
PWM
449
Prosperity Wealth Management
California
$860K -$1.61M -4,838 -65%
Lazard Asset Management
450
Lazard Asset Management
New York
$859K

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.