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
ML
526
McAdam LLC
Pennsylvania
$485K
AWM
527
AllSquare Wealth Management
New York
$485K +$18.9K +60 +4%
SC
528
Savant Capital
Illinois
$484K
SCA
529
Sage Capital Advisors
South Dakota
$479K -$30.6K -97 -6%
JFGIW
530
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$479K +$458K +1,450 New
SAS
531
Stelac Advisory Services
New York
$478K -$64.7K -205 -12%
TH
532
TCTC Holdings
Texas
$475K
MOS
533
MGO One Seven
Ohio
$473K -$52.1K -165 -10%
GIM
534
Grassi Investment Management
California
$467K +$316 +1 +0.1%
FFA
535
Founders Financial Alliance
North Carolina
$467K +$41.7K +132 +11%
DLHL
536
Donald L. Hagan LLC
Florida
$465K
RIL
537
Rothschild Investment LLC
Illinois
$463K -$97.2K -308 -18%
NFSG
538
Newbridge Financial Services Group
Florida
$458K +$42.6K +135 +11%
CWA
539
Clarity Wealth Advisors
California
$456K +$64.1K +203 +17%
MGWM
540
Marks Group Wealth Management
Minnesota
$453K +$117K +371 +37%
NA
541
Nottingham Advisors
New York
$449K
PSIWM
542
Paradigm Strategies in Wealth Management
Minnesota
$446K +$426K +1,350 New
WF
543
WoodTrust Financial
Wisconsin
$445K
PWM
544
Perigon Wealth Management
California
$444K -$9.15K -29 -2%
EIA
545
Eldridge Investment Advisors
New Hampshire
$433K
SDWMA
546
Schneider Downs Wealth Management Advisors
Pennsylvania
$433K +$124K +393 +43%
SIC
547
Salem Investment Counselors
North Carolina
$429K
FCA
548
FLC Capital Advisors
California
$425K
SSB
549
Sandy Spring Bank
Maryland
$425K
AWA
550
Arkadios Wealth Advisors
Georgia
$425K +$136K +430 +50%

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.