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SPDR Dow Jones Industrial Average ETF Trust

1,021 hedge funds and large institutions have $8.54B invested in SPDR Dow Jones Industrial Average ETF Trust in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 346 increasing their positions, 331 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,021
Holders Change
-7
Holders Change %
-0.68%
% of All Funds
16.28%
Holding in Top 10
51
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.53%
% of All Funds
0.81%
New
72
Increased
346
Reduced
331
Closed
65
Calls
$5.96B
Puts
$6.08B
Net Calls
-$122M
Net Calls Change
+$1.63B
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
501
Visionary Wealth Advisors
Illinois
$717K -$72.7K -217 -9%
KCFA
502
Key Client Fiduciary Advisors
New Jersey
$717K +$1.34K +4 +0.2%
AGA
503
Arkos Global Advisors
Texas
$714K -$143K -426 -17%
JWA
504
JFS Wealth Advisors
Pennsylvania
$707K
HR
505
Howe & Rusling
New York
$699K +$75.7K +226 +12%
FA
506
Fagan Associates
New York
$696K -$6.7K -20 -1%
PCM
507
Prelude Capital Management
New York
$693K +$30.1K +90 +5%
GLA
508
Good Life Advisors
Pennsylvania
$693K +$36.9K +110 +6%
AFO
509
Allie Family Office
Florida
$692K -$215K -640 -24%
JCM
510
Jacobi Capital Management
Pennsylvania
$689K +$33.5K +100 +5%
TNA
511
True North Advisors
Texas
$686K +$5.02K +15 +0.7%
GT
512
Glenmede Trust
Pennsylvania
$683K -$45.9K -137 -6%
SFG
513
Sovereign Financial Group
Connecticut
$682K +$278K +830 +69%
RBC
514
Romano Brothers & Co
Illinois
$674K +$13.4K +40 +2%
MPM
515
Meritage Portfolio Management
Kansas
$672K
WI
516
Wintrust Investments
Illinois
$671K -$82.7K -247 -11%
DMC
517
Drexel Morgan & Co
Pennsylvania
$670K
HHGC
518
Hunting Hill Global Capital
New York
$670K +$670K +2,000 New
CT
519
Cambridge Trust
Massachusetts
$666K +$100K +300 +18%
SCM
520
SOL Capital Management
Maryland
$663K -$487K -1,455 -42%
VFA
521
Valeo Financial Advisors
Indiana
$663K +$24.5K +73 +4%
CWM
522
Compass Wealth Management
Connecticut
$656K
AIS
523
American Investment Services
Massachusetts
$656K +$2.68K +8 +0.4%
SIC
524
Sterling Investment Counsel
New York
$656K
UBV
525
United Bank (Virginia)
Virginia
$651K