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State Street SPDR Dow Jones Industrial Average ETF Trust

889 hedge funds and large institutions have $10.5B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2021 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 294 increasing their positions, 221 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 221

26% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 72

6% more capital invested

Capital invested by funds: $9.86B → $10.5B (+$622M)

1% more funds holding

Funds holding: 884889 (+5)

0.02% more ownership

Funds ownership: 34.76%34.78% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 5252 (0)

45% less call options, than puts

Call options by funds: $3.79B | Put options by funds: $6.91B

Holders
889
Holders Change
+5
Holders Change %
+0.57%
% of All Funds
15.47%
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.91%
New
91
Increased
294
Reduced
221
Closed
72
Calls
$3.79B
Puts
$6.91B
Net Calls
-$3.12B
Net Calls Change
-$1.87B
Name Holding Trade Value Shares
Change
Change in
Stake
WF
551
WoodTrust Financial
Wisconsin
$465K
PWM
552
Perigon Wealth Management
California
$464K
EIA
553
Eldridge Investment Advisors
New Hampshire
$462K +$10.2K +30 +2%
CWS
554
Cypress Wealth Services
California
$461K -$597K -1,750 -57%
CCWA
555
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$458K +$454K +1,329 New
DHFB
556
Dixon Hubard Feinour & Brown
Virginia
$457K -$497K -1,456 -52%
PSIWM
557
Paradigm Strategies in Wealth Management
Minnesota
$455K -$10.2K -30 -2%
SDWMA
558
Schneider Downs Wealth Management Advisors
Pennsylvania
$452K
FCH
559
Freestone Capital Holdings
Washington
$452K +$27K +79 +6%
BBHBI
560
B, B, H, & B Inc
Alabama
$448K +$59.7K +175 +16%
CWA
561
Capital Wealth Alliance
Arizona
$444K +$71.3K +209 +19%
JWBC
562
J.W. Burns & Co
New York
$439K -$76.8K -225 -15%
PNAA
563
Pictet North America Advisors
Switzerland
$435K
SSB
564
Sandy Spring Bank
Maryland
$433K -$9.9K -29 -2%
TA
565
Tiedemann Advisors
New York
$432K +$341 +1 +0.1%
NRI
566
NFP Retirement Inc
California
$428K +$424K +1,242 New
ST
567
Sageworth Trust
Pennsylvania
$428K -$84.3K -247 -17%
WP
568
WealthPLAN Partners
Nebraska
$426K -$10.9K -32 -3%
DCM
569
Donaldson Capital Management
Indiana
$426K
FCMT
570
Founders Capital Management (Texas)
Texas
$425K
GC
571
Gratus Capital
Georgia
$424K +$27.3K +80 +7%
PCM
572
Parsons Capital Management
Rhode Island
$423K -$11.9K -35 -3%
EWM
573
EPG Wealth Management
Georgia
$420K +$35.5K +104 +9%
PP
574
Patten & Patten
Tennessee
$419K +$112K +327 +37%
LWM
575
Lionsbridge Wealth Management
Florida
$419K +$415K +1,215 New

DIA Hedge Fund Activity: Q2 2021 in Review

889 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q2 2021, worth a combined $10.5B — up 6.3% from $9.86B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DIA positions and 72 closed out — a net gain of 19 holders — while 294 added to existing stakes and 221 trimmed.

The largest buyer was Bank of America, adding an estimated $297M. The largest seller was Sumitomo Mitsui Financial Group, exiting entirely with an estimated $527M sold.

  • 889 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q2 2021, up from 884 in Q1 2021.
  • Funds reported $10.5B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q2 2021, up 6.3% quarter-over-quarter.
  • 91 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q2 2021 and 72 closed out, a net change of +19 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q2 2021 was Bank of America, an estimated $297M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q2 2021 was Sumitomo Mitsui Financial Group, an estimated $527M sold.

Based on aggregated 13F filings for Q2 2021.