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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
SWA
501
Strategies Wealth Advisors
Michigan
$789K +$97.6K +290 +14%
DSC
502
Duncker Streett & Co
Missouri
$788K +$337 +1 +0%
CA
503
Clearstead Advisors
Ohio
$786K +$562K +1,669 +270%
PAM
504
Pegasus Asset Management
New York
$779K -$11.8K -35 -2%
GFS
505
GYL Financial Synergies
Connecticut
$778K
WI
506
Wintrust Investments
Illinois
$774K +$757K +2,250 New
PFG
507
Pacific Financial Group
Washington
$771K -$2.36K -7 -0.3%
GWM
508
Geneos Wealth Management
Colorado
$771K -$91.2K -271 -11%
AllianceBernstein
509
AllianceBernstein
Tennessee
$767K -$1.01M -2,991 -57%
AF
510
Advisornet Financial
Minnesota
$766K -$175K -521 -19%
SS
511
Simplicity Solutions
Minnesota
$763K -$452K -1,343 -38%
BFG
512
Bleakley Financial Group
New Jersey
$763K
FFM
513
Forum Financial Management
Illinois
$755K +$739K +2,196 New
GPA
514
Garrison Point Advisors
California
$748K +$1.35K +4 +0.2%
KCFA
515
Key Client Fiduciary Advisors
New Jersey
$734K +$18.8K +56 +3%
SWM
516
Selective Wealth Management
Virginia
$733K +$726K +2,158 New
WA
517
WBH Advisory
Maryland
$731K +$673 +2 +0.1%
DWM
518
Denver Wealth Management
Colorado
$731K -$83.5K -248 -10%
JWA
519
JFS Wealth Advisors
Pennsylvania
$726K
GT
520
Glenmede Trust
Pennsylvania
$723K
FA
521
Fagan Associates
New York
$722K
RFN
522
Redwood Financial Network
Ohio
$712K -$47.5K -141 -6%
EW
523
Enzi Wealth
Texas
$712K -$480K -1,426 -41%
KWS
524
Keystone Wealth Services
California
$711K -$67.3K -200 -9%
T
525
TRUADVICE
Florida
$709K -$1.08M -3,198 -61%

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.