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SPDR Dow Jones Industrial Average ETF Trust

993 hedge funds and large institutions have $8.68B invested in SPDR Dow Jones Industrial Average ETF Trust in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 294 increasing their positions, 356 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
993
Holders Change
-25
Holders Change %
-2.46%
% of All Funds
15.89%
Holding in Top 10
56
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-17.65%
% of All Funds
0.9%
New
80
Increased
294
Reduced
356
Closed
82
Calls
$4.75B
Puts
$6.38B
Net Calls
-$1.63B
Net Calls Change
+$801M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
601
Collaborative Wealth Management
Florida
$458K +$8.32K +25 +2%
CAI
602
Capital Advisors Inc
Oklahoma
$457K -$10.3K -31 -2%
TH
603
TCTC Holdings
Texas
$457K
OSNBOA
604
Old Second National Bank of Aurora
Illinois
$456K
PAM
605
Peak Asset Management
Colorado
$455K
GTAM
606
Global Trust Asset Management
Florida
$454K +$24.9K +75 +6%
PTC
607
Private Trust Company
Ohio
$452K -$20.3K -61 -4%
OSAM
608
O'Shaughnessy Asset Management
Connecticut
$447K +$447K +1,344 New
NA
609
Nottingham Advisors
New York
$439K -$13.3K -40 -3%
WP
610
Wealthspan Partners
Iowa
$439K
AWA
611
Alta Wealth Advisors
Massachusetts
$439K -$97.5K -293 -18%
HPM
612
Hoxton Planning & Management
West Virginia
$432K
FAG
613
Fortitude Advisory Group
Washington
$431K -$14K -42 -3%
9WM
614
9258 Wealth Management
Ohio
$428K
GIM
615
Grassi Investment Management
California
$427K +$665 +2 +0.2%
MA
616
MONECO Advisors
Connecticut
$426K +$426K +1,280 New
EWA
617
EverSource Wealth Advisors
Alabama
$423K -$66.2K -199 -14%
SIAG
618
Safeguard Investment Advisory Group
California
$423K -$799K -2,402 -65%
BWM
619
BNC Wealth Management
Oregon
$421K +$333 +1 +0.1%
CFA
620
Capstone Financial Advisors
Illinois
$418K +$418K +1,256 New
AL
621
ACAS LLC
California
$417K
Harris Associates
622
Harris Associates
Illinois
$416K +$416K +1,250 New
SBH
623
Segall Bryant & Hamill
Illinois
$413K +$39.8K +120 +11%
PAG
624
Powers Advisory Group
Illinois
$412K
Franklin Resources
625
Franklin Resources
California
$411K