We are live on ! Find out more
DIA icon

State Street SPDR Dow Jones Industrial Average ETF Trust

884 hedge funds and large institutions have $9.86B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 290 increasing their positions, 262 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 53

21% more capital invested

Capital invested by funds: $8.13B → $9.86B (+$1.72B)

11% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 262

6% more funds holding in top 10

Funds holding in top 10: 4952 (+3)

4% more funds holding

Funds holding: 852884 (+32)

1.17% more ownership

Funds ownership: 33.59%34.76% (+1.2%)

21% less call options, than puts

Call options by funds: $4.62B | Put options by funds: $5.87B

Holders
884
Holders Change
+32
Holders Change %
+3.76%
% of All Funds
15.52%
Holding in Top 10
52
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.12%
% of All Funds
0.91%
New
99
Increased
290
Reduced
262
Closed
53
Calls
$4.62B
Puts
$5.87B
Net Calls
-$1.25B
Net Calls Change
-$245M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
501
Carson Wealth (CWM LLC)
Nebraska
$528K
CCA
502
Cobblestone Capital Advisors
New York
$528K
LWCFA
503
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$528K
SSWM
504
Sheets Smith Wealth Management
North Carolina
$528K
RA
505
Rodgers & Associates
Pennsylvania
$523K +$20.5K +65 +4%
HWM
506
Howard Wealth Management
Connecticut
$522K -$631 -2 -0.1%
CPA
507
Court Place Advisors
Maryland
$520K -$31.6K -100 -6%
C
508
Certuity
Florida
$517K +$31.9K +101 +7%
OFS
509
Orrstown Financial Services
Pennsylvania
$516K -$17.4K -55 -3%
CA
510
Cornerstone Advisory
Maryland
$516K
VCM
511
Versant Capital Management
Arizona
$516K
EWM
512
Empirical Wealth Management
Washington
$515K -$35K -111 -7%
AA
513
Ancora Advisors
Ohio
$515K
DBIA
514
Dumont & Blake Investment Advisors
New Jersey
$513K -$1.89K -6 -0.4%
OSNBOA
515
Old Second National Bank of Aurora
Illinois
$511K
WCG
516
Weaver Consulting Group
California
$502K
IFAM
517
Institutional & Family Asset Management
Colorado
$501K -$139K -440 -22%
GD
518
Grandfield & Dodd
New York
$500K -$159K -503 -25%
CS
519
Comerica Securities
Michigan
$500K +$477K +1,510 New
MCM
520
Maryland Capital Management
Maryland
$498K
JWBC
521
J.W. Burns & Co
New York
$495K -$1.58K -5 -0.3%
IFWM
522
Institute for Wealth Management
Colorado
$494K -$76.7K -243 -14%
IIA
523
IPG Investment Advisors
California
$493K +$158K +500 +50%
ST
524
Sageworth Trust
Pennsylvania
$492K
WSTAM
525
Wilbanks Smith & Thomas Asset Management
Virginia
$486K

DIA Hedge Fund Activity: Q1 2021 in Review

884 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q1 2021, worth a combined $9.86B — up 21% from $8.13B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new DIA positions and 53 closed out — a net gain of 46 holders — while 290 added to existing stakes and 262 trimmed.

The largest buyer was Bank of America, adding an estimated $921M. The largest seller was Goldman Sachs, cutting an estimated $177M.

  • 884 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q1 2021, up from 852 in Q4 2020.
  • Funds reported $9.86B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q1 2021, up 21% quarter-over-quarter.
  • 99 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q1 2021 and 53 closed out, a net change of +46 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q1 2021 was Bank of America, an estimated $921M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q1 2021 was Goldman Sachs, an estimated $177M sold.

Based on aggregated 13F filings for Q1 2021.