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State Street SPDR Dow Jones Industrial Average ETF Trust

1,026 hedge funds and large institutions have $8.55B invested in State Street 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, 335 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 65

3% more repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 335

1% less funds holding

Funds holding: 1,0341,026 (-8)

2% less call options, than puts

Call options by funds: $5.96B | Put options by funds: $6.08B

3.03% less ownership

Funds ownership: 33.49%30.46% (-3%)

12% less funds holding in top 10

Funds holding in top 10: 5851 (-7)

13% less capital invested

Capital invested by funds: $9.84B → $8.55B (-$1.29B)

Holders
1,026
Holders Change
-8
Holders Change %
-0.77%
% of All Funds
16.28%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.81%
New
72
Increased
346
Reduced
335
Closed
65
Calls
$5.96B
Puts
$6.08B
Net Calls
-$122M
Net Calls Change
+$1.63B
Name Holding Trade Value Shares
Change
Change in
Stake
JSL
501
JT Stratford LLC
Georgia
$732K +$145K +419 +24%
GPA
502
Garrison Point Advisors
California
$731K +$2.43K +7 +0.3%
SF
503
Summit Financial
New Jersey
$726K +$518K +1,495 +223%
BFG
504
Bleakley Financial Group
New Jersey
$718K -$25.3K -73 -3%
SS
505
Simplicity Solutions
Minnesota
$718K -$25.3K -73 -3%
VWA
506
Visionary Wealth Advisors
Illinois
$717K -$75.3K -217 -9%
KCFA
507
Key Client Fiduciary Advisors
New Jersey
$717K +$1.39K +4 +0.2%
AGA
508
Arkos Global Advisors
Texas
$714K -$148K -426 -17%
JWA
509
JFS Wealth Advisors
Pennsylvania
$707K
HR
510
Howe & Rusling
New York
$699K +$78.4K +226 +12%
FA
511
Fagan Associates
New York
$696K -$6.94K -20 -1%
PCM
512
Prelude Capital Management
New York
$693K +$31.2K +90 +5%
GLA
513
Good Life Advisors
Pennsylvania
$693K +$38.1K +110 +6%
AFO
514
Allie Family Office
Florida
$692K -$222K -640 -24%
JCM
515
Jacobi Capital Management
Pennsylvania
$689K +$34.7K +100 +5%
TNA
516
True North Advisors
Texas
$686K +$5.2K +15 +0.7%
GT
517
Glenmede Trust
Pennsylvania
$683K -$47.5K -137 -6%
SFG
518
Sovereign Financial Group
Connecticut
$682K +$288K +830 +69%
RBC
519
Romano Brothers & Co
Illinois
$674K +$13.9K +40 +2%
MPM
520
Meritage Portfolio Management
Kansas
$672K
WI
521
Wintrust Investments
Illinois
$671K -$85.7K -247 -11%
DMC
522
Drexel Morgan & Co
Pennsylvania
$670K
HHGC
523
Hunting Hill Global Capital
New York
$670K +$694K +2,000 New
CT
524
Cambridge Trust
Massachusetts
$666K +$104K +300 +18%
SCM
525
SOL Capital Management
Maryland
$663K -$505K -1,455 -42%

DIA Hedge Fund Activity: Q3 2023 in Review

1,026 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q3 2023, worth a combined $8.55B — down 13% from $9.84B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new DIA positions and 65 closed out — a net gain of 7 holders — while 346 added to existing stakes and 335 trimmed.

The largest buyer was Wells Fargo, adding an estimated $81.9M. The largest seller was Morgan Stanley, cutting an estimated $354M.

  • 1,026 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q3 2023, down from 1,034 in Q2 2023.
  • Funds reported $8.55B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q3 2023, down 13% quarter-over-quarter.
  • 72 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q3 2023 and 65 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q3 2023 was Wells Fargo, an estimated $81.9M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q3 2023 was Morgan Stanley, an estimated $354M sold.

Based on aggregated 13F filings for Q3 2023.