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SPDR Dow Jones Industrial Average ETF Trust

1,129 hedge funds and large institutions have $13.7B invested in SPDR Dow Jones Industrial Average ETF Trust in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 337 increasing their positions, 342 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,129
Holders Change
+108
Holders Change %
+10.58%
% of All Funds
16.55%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.91%
New
176
Increased
337
Reduced
342
Closed
56
Calls
$5.09B
Puts
$6.9B
Net Calls
-$1.81B
Net Calls Change
-$1.69B
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
451
Concourse Financial Group Securities
Alabama
$1.12M +$509K +1,347 +83%
MWM
452
Modera Wealth Management
New Jersey
$1.12M +$132K +349 +13%
UFF
453
USA Financial Formulas
Michigan
$1.12M +$685K +1,817 +158%
NFSG
454
Newbridge Financial Services Group
Florida
$1.12M -$100K -266 -8%
BWP
455
Balboa Wealth Partners
Arizona
$1.12M -$60.7K -161 -5%
WMP
456
Wealth Management Partners
Arizona
$1.11M
IWM
457
Iams Wealth Management
Nebraska
$1.11M +$22.6K +60 +2%
CRWM
458
Castle Rock Wealth Management
California
$1.11M +$27.7K +74 +3%
ECML
459
Eagle Capital Management (Louisiana)
Louisiana
$1.1M -$38.5K -102 -3%
FFM
460
Forum Financial Management
Illinois
$1.09M -$478K -1,268 -30%
MFA
461
Mayflower Financial Advisors
Massachusetts
$1.09M
SMC
462
Smith, Moore & Co
Missouri
$1.08M -$18.1K -48 -2%
FAIM
463
Financial Advocates Investment Management
Washington
$1.07M +$15.5K +41 +1%
RWP
464
RWA Wealth Partners
Massachusetts
$1.07M +$110K +291 +11%
WAP
465
Wealthcare Advisory Partners
Pennsylvania
$1.06M -$27.5K -73 -3%
Allianz Asset Management
466
Allianz Asset Management
Germany
$1.06M
FPB
467
First PREMIER Bank
South Dakota
$1.06M
SIC
468
Samalin Investment Counsel
New York
$1.05M +$788K +2,091 +297%
Wealthfront Advisers
469
Wealthfront Advisers
California
$1.05M +$392K +1,040 +59%
ZIC
470
ZWJ Investment Counsel
Georgia
$1.05M +$771K +2,045 +274%
KOC
471
Koss-Olinger Consulting
Florida
$1.05M -$47.1K -125 -4%
TC
472
Telemus Capital
Michigan
$1.04M
BAM
473
Banta Asset Management
California
$1.04M -$152K -403 -13%
GAM
474
Grandview Asset Management
Pennsylvania
$1.04M -$224K -594 -18%
LA
475
Lane & Associates
New Jersey
$1.02M -$23.7K -63 -2%