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SPDR Dow Jones Industrial Average ETF Trust

713 hedge funds and large institutions have $5.16B invested in SPDR Dow Jones Industrial Average ETF Trust in 2020 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 200 increasing their positions, 256 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-38
Holders Change %
-5.06%
% of All Funds
15.75%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
0.97%
New
96
Increased
200
Reduced
256
Closed
127
Calls
$3.55B
Puts
$3.57B
Net Calls
-$18.8M
Net Calls Change
+$809M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
501
Caprock Group
Idaho
$254K -$472K -2,150 -65%
TCPWM
502
Traverso Chambers Private Wealth Management
California
$254K -$14K -64 -5%
AC
503
Abbrea Capital
California
$252K +$54.9K +250 +28%
DWA
504
Divergent Wealth Advisors
Utah
$250K
CSIC
505
Clifford Swan Investment Counsel
California
$247K
DBIA
506
Dumont & Blake Investment Advisors
New Jersey
$247K +$247K +1,125 New
ZF
507
Zhang Financial
Michigan
$246K
EWM
508
EPG Wealth Management
Georgia
$246K +$98.6K +449 +67%
EFS
509
Essex Financial Services
Connecticut
$244K +$244K +1,111 New
KFA
510
Kelleher Financial Advisors
New York
$244K +$244K +1,116 New
SW
511
SkyOak Wealth
Michigan
$242K -$16.3K -74 -6%
SMC
512
Smith, Moore & Co
Missouri
$242K +$242K +1,105 New
FAIM
513
Financial Advocates Investment Management
Washington
$241K -$2.94M -13,460 -92%
GT
514
Greenleaf Trust
Michigan
$241K
PL
515
Plancorp LLC
Missouri
$241K +$5.7K +26 +2%
F
516
F3Logic
Minnesota
$240K +$2.87K +13 +1%
Mercer Global Advisors
517
Mercer Global Advisors
Colorado
$237K -$219K -999 -48%
CBFP
518
Cedar Brook Financial Partners
Ohio
$237K -$110K -502 -32%
NCM
519
Neumann Capital Management
California
$237K
PO
520
Private Ocean
California
$237K +$66.9K +306 +39%
MIH
521
Meitav Investment House
Israel
$237K +$232K +63,247 +5,068%
Fiera Capital (Canada)
522
Fiera Capital (Canada)
Quebec, Canada
$234K
BFPW
523
BOK Financial Private Wealth
Colorado
$233K -$1.75K -8 -0.7%
GG
524
Gofen & Glossberg
Illinois
$232K -$130K -596 -36%
KTA
525
Keeley-Teton Advisors
Illinois
$230K +$219 +1 +0.1%