DIA icon

SPDR Dow Jones Industrial Average ETF Trust

1,129 hedge funds and large institutions have $13.7B invested in SPDR Dow Jones Industrial Average ETF Trust in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 337 increasing their positions, 342 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,129
Holders Change
+108
Holders Change %
+10.58%
% of All Funds
16.55%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.91%
New
176
Increased
337
Reduced
342
Closed
56
Calls
$5.09B
Puts
$6.9B
Net Calls
-$1.81B
Net Calls Change
-$1.69B
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
551
Koshinski Asset Management
Illinois
$748K +$218K +579 +41%
BFA
552
Beaumont Financial Advisors
Massachusetts
$747K +$88.6K +235 +13%
SCM
553
SOL Capital Management
Maryland
$746K
AIS
554
American Investment Services
Massachusetts
$741K +$3.39K +9 +0.5%
CWM
555
Compass Wealth Management
Connecticut
$738K
MA
556
Mutual Advisors
Nebraska
$737K -$4.13M -10,967 -85%
GLA
557
Good Life Advisors
Pennsylvania
$735K -$44.1K -117 -6%
UBV
558
United Bank (Virginia)
Virginia
$733K
FA
559
Fagan Associates
New York
$730K -$53.9K -143 -7%
FA
560
Fiduciary Alliance
South Carolina
$722K +$40.7K +108 +6%
EWM
561
Evercore Wealth Management
New York
$721K
RIA
562
Regal Investment Advisors
Michigan
$719K +$46K +122 +7%
VFA
563
Valeo Financial Advisors
Indiana
$714K -$32K -85 -4%
LMKC
564
L.M. Kohn & Company
Ohio
$714K +$20K +53 +3%
FPAS
565
Focus Partners Advisor Solutions
Missouri
$709K +$13.6K +36 +2%
1WA
566
180 Wealth Advisors
Washington
$707K
O3W
567
Omni 360 Wealth
New Jersey
$707K +$707K +1,875 New
NAM
568
NorthCrest Asset Manangement
Minnesota
$704K -$6.78K -18 -1%
SL
569
Stevard LLC
Illinois
$701K
LPAM
570
Lodestar Private Asset Management
California
$698K -$15.1K -40 -2%
HR
571
Howe & Rusling
New York
$698K -$89.3K -237 -11%
SIC
572
Sterling Investment Counsel
New York
$695K -$42.2K -112 -6%
DWM
573
Denver Wealth Management
Colorado
$693K -$38.1K -101 -5%
CPA
574
Capital Performance Advisors
California
$691K +$38.5K +102 +6%
HWM
575
Howard Wealth Management
Connecticut
$690K +$8.67K +23 +1%