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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 %
SW
451
SVB Wealth
Massachusetts
$837K +$474K +1,425 +130%
GWM
452
Geneos Wealth Management
Colorado
$836K +$9.31K +28 +1%
AGA
453
Arkos Global Advisors
Texas
$834K +$205K +616 +33%
KFA
454
Kelleher Financial Advisors
New York
$830K +$521K +1,565 +168%
PPP
455
Private Portfolio Partners
New Jersey
$829K -$39.9K -120 -5%
C
456
Certuity
Florida
$826K -$19.6K -59 -2%
LNWWM
457
Laird Norton Wetherby Wealth Management
California
$821K
Koshinski Asset Management
458
Koshinski Asset Management
Illinois
$813K -$61.2K -184 -7%
HSA
459
HBK Sorce Advisory
Pennsylvania
$812K -$835K -2,511 -51%
JFG
460
JDM Financial Group
Texas
$810K -$51.9K -156 -6%
FCCM
461
First City Capital Management
Georgia
$798K +$341 +1 +0%
FA
462
Financial Alternatives
California
$797K
SSB
463
Sandy Spring Bank
Maryland
$794K -$19.3K -58 -2%
BFEC
464
Benjamin F. Edwards & Company
Missouri
$793K -$486K -1,461 -38%
AIC
465
Ayalon Insurance Company
Israel
$792K -$866K -2,601 -52%
DWM
466
Denver Wealth Management
Colorado
$790K -$10.6K -32 -1%
FA
467
Flagstar Advisors
New York
$788K -$18K -54 -2%
KNW
468
Kesler Norman & Wride
Utah
$779K -$998 -3 -0.1%
ZF
469
Zhang Financial
Michigan
$766K +$28.3K +85 +4%
PAM
470
Pegasus Asset Management
New York
$765K -$94.8K -285 -11%
DSC
471
Duncker Streett & Co
Missouri
$762K -$89.8K -270 -11%
KWS
472
Keystone Wealth Services
California
$754K -$5.99K -18 -0.8%
VFA
473
Valeo Financial Advisors
Indiana
$753K +$120K +361 +19%
GFS
474
GYL Financial Synergies
Connecticut
$752K -$1.66K -5 -0.2%
PFG
475
Pacific Financial Group
Washington
$748K +$10.3K +31 +1%