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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 %
KWA
551
Kellett Wealth Advisors
Ohio
$588K +$41.5K +124 +8%
Wealthfront Advisers
552
Wealthfront Advisers
California
$586K +$94.8K +283 +19%
BFA
553
Beaumont Financial Advisors
Massachusetts
$585K +$46.6K +139 +9%
TCOV
554
Trust Company of Vermont
Vermont
$584K +$88.1K +263 +18%
EW
555
Enzi Wealth
Texas
$580K -$117K -347 -17%
CPA
556
Capital Performance Advisors
California
$579K +$2.68K +8 +0.5%
CAI
557
Capital Advisors Inc
Oklahoma
$579K +$118K +353 +26%
CG
558
Colony Group
Massachusetts
$575K
SIC
559
Salem Investment Counselors
North Carolina
$565K
JWBC
560
J.W. Burns & Co
New York
$562K -$1.68K -5 -0.3%
DLCIG
561
D.L. Carlson Investment Group
New Hampshire
$561K -$35.5K -106 -6%
GC
562
Gratus Capital
Georgia
$559K +$40.2K +120 +8%
KWS
563
Keystone Wealth Services
California
$558K -$134K -400 -19%
EIA
564
Eldridge Investment Advisors
New Hampshire
$554K
QPW
565
Quantum Private Wealth
Florida
$553K
SSWM
566
Sheets Smith Wealth Management
North Carolina
$549K +$12.7K +38 +2%
CFGS
567
Concourse Financial Group Securities
Alabama
$548K -$8.4K -25 -2%
DBIA
568
Dumont & Blake Investment Advisors
New Jersey
$546K -$10.4K -31 -2%
PSCM
569
Per Stirling Capital Management
Texas
$545K +$2.68K +8 +0.5%
PA
570
PFG Advisors
Arizona
$544K -$725K -2,163 -57%
EWM
571
Empirical Wealth Management
Washington
$539K +$67K +200 +14%
MWM
572
Mattern Wealth Management
Kansas
$538K
WP
573
WMS Partners
Maryland
$537K
SCA
574
Sage Capital Advisors
South Dakota
$532K +$2.01K +6 +0.4%
RFN
575
Redwood Financial Network
Ohio
$529K -$165K -493 -24%