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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
SWA
551
Sax Wealth Advisors
New Jersey
$596K -$3.12K -9 -0.5%
B
552
Bensler
Washington
$591K +$347 +1 +0.1%
FHB
553
First Hawaiian Bank
Hawaii
$590K
CCM
554
Consolidated Capital Management
California
$589K -$25.3K -73 -4%
CA
555
Continuum Advisory
Idaho
$589K +$92.9K +268 +18%
KWA
556
Kellett Wealth Advisors
Ohio
$588K +$43K +124 +8%
Wealthfront Advisers
557
Wealthfront Advisers
California
$586K +$98.1K +283 +19%
BFA
558
Beaumont Financial Advisors
Massachusetts
$585K +$48.2K +139 +9%
TCOV
559
Trust Company of Vermont
Vermont
$584K +$91.2K +263 +18%
EW
560
Enzi Wealth
Texas
$580K -$120K -347 -17%
CPA
561
Capital Performance Advisors
California
$579K +$2.77K +8 +0.5%
CAI
562
Capital Advisors Inc
Oklahoma
$579K +$122K +353 +26%
CG
563
Colony Group
Massachusetts
$575K
SIC
564
Salem Investment Counselors
North Carolina
$565K
JWBC
565
J.W. Burns & Co
New York
$562K -$1.73K -5 -0.3%
DLCIG
566
D.L. Carlson Investment Group
New Hampshire
$561K -$36.8K -106 -6%
GC
567
Gratus Capital
Georgia
$559K +$41.6K +120 +8%
KWS
568
Keystone Wealth Services
California
$558K -$139K -400 -19%
EIA
569
Eldridge Investment Advisors
New Hampshire
$554K
QPW
570
Quantum Private Wealth
Florida
$553K
SSWM
571
Sheets Smith Wealth Management
North Carolina
$549K +$13.2K +38 +2%
CFGS
572
Concourse Financial Group Securities
Alabama
$548K -$8.67K -25 -2%
DBIA
573
Dumont & Blake Investment Advisors
New Jersey
$546K -$10.8K -31 -2%
PSCM
574
Per Stirling Capital Management
Texas
$545K +$2.77K +8 +0.5%
PA
575
PFG Advisors
Arizona
$544K -$750K -2,163 -57%

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.