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State Street SPDR Dow Jones Industrial Average ETF Trust

960 hedge funds and large institutions have $9.7B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2021 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 317 increasing their positions, 235 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 69

35% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 235

15% more funds holding in top 10

Funds holding in top 10: 5260 (+8)

8% more funds holding

Funds holding: 887960 (+73)

6% more capital invested

Capital invested by funds: $9.14B → $9.7B (+$560M)

0.11% more ownership

Funds ownership: 32.07%32.18% (+0.11%)

64% less call options, than puts

Call options by funds: $5.69B | Put options by funds: $15.8B

Holders
960
Holders Change
+73
Holders Change %
+8.23%
% of All Funds
14.77%
Holding in Top 10
60
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.38%
% of All Funds
0.92%
New
159
Increased
317
Reduced
235
Closed
69
Calls
$5.69B
Puts
$15.8B
Net Calls
-$10.1B
Net Calls Change
-$2.16B
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
601
Donaldson Capital Management
Indiana
$434K -$2.13K -6 -0.5%
GCM
602
Gables Capital Management
Florida
$434K
LWA
603
Lineweaver Wealth Advisors
Ohio
$432K -$104K -294 -20%
CA
604
Continuum Advisory
Idaho
$432K +$82.1K +231 +24%
9WM
605
9258 Wealth Management
Ohio
$431K
Franklin Resources
606
Franklin Resources
California
$431K
GC
607
Garde Capital
Washington
$427K +$72.8K +205 +21%
WDL
608
Well Done LLC
Michigan
$426K
PP
609
Patten & Patten
Tennessee
$424K -$17.1K -48 -4%
TSWM
610
Tyler-Stone Wealth Management
Ohio
$424K +$415K +1,167 New
IA
611
IFP Advisors
Florida
$422K -$2.04M -5,735 -83%
Verition Fund Management
612
Verition Fund Management
Connecticut
$422K +$412K +1,161 New
DW
613
Domani Wealth
Pennsylvania
$421K
TWP
614
Tempus Wealth Planning
California
$420K +$10.3K +29 +3%
FAG
615
Fortitude Advisory Group
Washington
$420K +$411K +1,156 New
AFS
616
Annapolis Financial Services
Maryland
$418K
KHLMTHM
617
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$417K
PIM
618
Penobscot Investment Management
Massachusetts
$416K -$8.88K -25 -2%
PL
619
Plancorp LLC
Missouri
$410K +$1.42K +4 +0.4%
WP
620
Wealthspan Partners
Iowa
$410K +$401K +1,128 New
SC
621
Soundwatch Capital
Connecticut
$409K
WA
622
Waverly Advisors
Alabama
$409K
RDWM
623
Red Door Wealth Management
Tennessee
$409K +$44.1K +124 +12%
ZF
624
Zhang Financial
Michigan
$408K
VCA
625
Verdence Capital Advisors
Maryland
$403K +$35.5K +100 +10%

DIA Hedge Fund Activity: Q4 2021 in Review

960 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2021, worth a combined $9.7B — up 6.1% from $9.14B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new DIA positions and 69 closed out — a net gain of 90 holders — while 317 added to existing stakes and 235 trimmed.

The largest buyer was Wolverine Trading, adding an estimated $291M. The largest seller was Mizuho Bank, exiting entirely with an estimated $254M sold.

  • 960 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2021, up from 887 in Q3 2021.
  • Funds reported $9.7B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 159 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2021 and 69 closed out, a net change of +90 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2021 was Wolverine Trading, an estimated $291M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2021 was Mizuho Bank, an estimated $254M sold.

Based on aggregated 13F filings for Q4 2021.