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SPDR Dow Jones Industrial Average ETF Trust

847 hedge funds and large institutions have $8.12B invested in SPDR Dow Jones Industrial Average ETF Trust in 2020 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 267 increasing their positions, 213 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+96
Holders Change %
+12.78%
% of All Funds
15.03%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.85%
New
156
Increased
267
Reduced
213
Closed
45
Calls
$3.46B
Puts
$4.47B
Net Calls
-$1.01B
Net Calls Change
-$355M
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
601
IHT Wealth Management
Illinois
$305K -$265K -869 -47%
WCM
602
Windham Capital Management
Massachusetts
$305K
BBHBI
603
B, B, H, & B Inc
Alabama
$305K +$305K +1,000 New
IIA
604
IPG Investment Advisors
California
$303K +$303K +992 New
GT
605
Greenleaf Trust
Michigan
$301K -$35.8K -117 -11%
KPCM
606
Kings Point Capital Management
New York
$299K +$145K +475 +95%
GRP
607
Global Retirement Partners
California
$298K -$39.2K -128 -12%
PCA
608
Personal Capital Advisors
California
$295K -$10.4K -34 -3%
SIAG
609
Safeguard Investment Advisory Group
California
$295K +$295K +966 New
CIAS
610
CBIZ Investment Advisory Services
Ohio
$289K -$262K
LWMG
611
Levy Wealth Management Group
Pennsylvania
$289K +$289K +945 New
HCIA
612
Hochman Cole Investment Advisors
Illinois
$288K -$18.1K -59 -6%
Koshinski Asset Management
613
Koshinski Asset Management
Illinois
$285K +$22.3K +73 +8%
JCM
614
Jacobi Capital Management
Pennsylvania
$283K +$16.2K +53 +6%
MA
615
Mutual Advisors
Nebraska
$282K +$3.97K +13 +1%
F
616
F3Logic
Minnesota
$281K
FMWA
617
Forvis Mazars Wealth Advisors
Missouri
$281K +$281K +920 New
SDWMA
618
Schneider Downs Wealth Management Advisors
Pennsylvania
$280K
JWBC
619
John W. Brooker & Co
California
$278K -$5.19K -17 -2%
WP
620
WealthShield Partners
North Carolina
$278K +$305 +1 +0.1%
EWM
621
Evermay Wealth Management
Virginia
$275K
IC
622
Inverness Counsel
New York
$274K -$242K
RG
623
Rikoon Group
New Mexico
$273K
MM
624
Meridian Management
Arkansas
$272K
PP
625
Patten & Patten
Tennessee
$271K +$271K +887 New