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State Street SPDR Dow Jones Industrial Average ETF Trust

1,034 hedge funds and large institutions have $9.84B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2023 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 318 increasing their positions, 337 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 52

13% more capital invested

Capital invested by funds: $8.69B → $9.84B (+$1.15B)

4% more funds holding

Funds holding: 9991,034 (+35)

2.62% more ownership

Funds ownership: 30.87%33.49% (+2.6%)

2% more funds holding in top 10

Funds holding in top 10: 5758 (+1)

6% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 337

25% less call options, than puts

Call options by funds: $5.21B | Put options by funds: $6.96B

Holders
1,034
Holders Change
+35
Holders Change %
+3.5%
% of All Funds
16.23%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
0.91%
New
97
Increased
318
Reduced
337
Closed
52
Calls
$5.21B
Puts
$6.96B
Net Calls
-$1.75B
Net Calls Change
-$123M
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
426
Mayflower Financial Advisors
Massachusetts
$1.08M
RJT
427
Raymond James Trust
Florida
$1.07M -$19.2K -57 -2%
KOC
428
Koss-Olinger Consulting
Florida
$1.06M -$16.8K -50 -2%
FANJ
429
Financial Architects (New Jersey)
New Jersey
$1.05M +$337 +1 +0%
CTC
430
Central Trust Company
Missouri
$1.05M -$16.8K -50 -2%
MFG
431
Magnus Financial Group
New York
$1.04M -$2.69K -8 -0.3%
NCMW
432
Northern Capital Management (Washington)
Washington
$1.04M
ECML
433
Eagle Capital Management (Louisiana)
Louisiana
$1.04M
MWM
434
Modera Wealth Management
New Jersey
$1.04M +$802K +2,382 +377%
CCC
435
Chelsea Counsel Company
California
$1.03M
CFS
436
CRA Financial Services
New Jersey
$1.03M +$5.38K +16 +0.5%
WMP
437
Wealth Management Partners
Arizona
$1.03M -$66.6K -198 -6%
HWP
438
Heritage Wealth Partners
Ohio
$1.01M +$987K +2,934 New
KFS
439
Kaizen Financial Strategies
California
$1.01M +$46.4K +138 +5%
SMC
440
Smith, Moore & Co
Missouri
$1M +$51.2K +152 +6%
KWM
441
Kingsview Wealth Management
Oregon
$1M -$110K -327 -10%
CRWM
442
Castle Rock Wealth Management
California
$993K -$49.8K -148 -5%
LNWWM
443
Laird Norton Wetherby Wealth Management
California
$991K +$139K +414 +17%
PFO
444
Pathstone Family Office
New Jersey
$990K -$673 -2 -0.1%
MFG
445
Merit Financial Group
Georgia
$989K +$726K +2,158 +301%
AAMA
446
Advanced Asset Management Advisors
Ohio
$988K +$114K +340 +13%
MOS
447
MGO One Seven
Ohio
$981K -$160K -474 -14%
TF
448
TIAA FSB
Florida
$975K -$15.5K -46 -2%
APS
449
American Planning Services
Florida
$974K -$13.1K -39 -1%
LA
450
Lane & Associates
New Jersey
$970K +$2.02K +6 +0.2%

DIA Hedge Fund Activity: Q2 2023 in Review

1,034 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q2 2023, worth a combined $9.84B — up 13% from $8.69B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new DIA positions and 52 closed out — a net gain of 45 holders — while 318 added to existing stakes and 337 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $299M. The largest seller was Bank of America, cutting an estimated $133M.

  • 1,034 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q2 2023, up from 999 in Q1 2023.
  • Funds reported $9.84B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q2 2023, up 13% quarter-over-quarter.
  • 97 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q2 2023 and 52 closed out, a net change of +45 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q2 2023 was Morgan Stanley, an estimated $299M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q2 2023 was Bank of America, an estimated $133M sold.

Based on aggregated 13F filings for Q2 2023.