We are live on ! Find out more
DIA icon

State Street SPDR Dow Jones Industrial Average ETF Trust

1,026 hedge funds and large institutions have $8.55B invested in State Street 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, 335 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 65

3% more repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 335

1% less funds holding

Funds holding: 1,0341,026 (-8)

2% less call options, than puts

Call options by funds: $5.96B | Put options by funds: $6.08B

3.03% less ownership

Funds ownership: 33.49%30.46% (-3%)

12% less funds holding in top 10

Funds holding in top 10: 5851 (-7)

13% less capital invested

Capital invested by funds: $9.84B → $8.55B (-$1.29B)

Holders
1,026
Holders Change
-8
Holders Change %
-0.77%
% of All Funds
16.28%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.81%
New
72
Increased
346
Reduced
335
Closed
65
Calls
$5.96B
Puts
$6.08B
Net Calls
-$122M
Net Calls Change
+$1.63B
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
601
Peterson Wealth Management
Nevada
$490K -$347 -1 -0.1%
SDWMA
602
Schneider Downs Wealth Management Advisors
Pennsylvania
$490K
MMHP
603
Murphy Middleton Hinkle & Parker
Georgia
$484K
GTAM
604
Global Trust Asset Management
Florida
$484K +$20.8K +60 +4%
CS
605
Comerica Securities
Michigan
$483K +$5.2K +15 +1%
W
606
WPWealth
Texas
$481K
SXL
607
Summit X LLC
Missouri
$476K +$492K +1,419 New
BC
608
Burney Company
Virginia
$474K
DLHL
609
Donald L. Hagan LLC
Florida
$471K
Koshinski Asset Management
610
Koshinski Asset Management
Illinois
$471K -$6.94K -20 -1%
VBFG
611
Vishria Bird Financial Group
Tennessee
$469K
HNWAG
612
High Net Worth Advisory Group
Florida
$468K +$347 +1 +0.1%
CPA
613
Court Place Advisors
Maryland
$467K
NFP
614
Narus Financial Partners
Utah
$462K +$1.73K +5 +0.4%
BFIC
615
Bedell Frazier Investment Counselling
California
$462K -$8.67K -25 -2%
PAG
616
Powers Advisory Group
Illinois
$459K +$46.1K +133 +11%
OSNBOA
617
Old Second National Bank of Aurora
Illinois
$459K
TIA
618
Traphagen Investment Advisors
New Jersey
$458K -$17.2M -49,557 -97%
PAM
619
Peak Asset Management
Colorado
$449K -$9.36K -27 -2%
IIA
620
IPG Investment Advisors
California
$449K +$43.4K +125 +10%
LSIA
621
LaSalle St. Investment Advisors
Illinois
$447K +$5.2K +15 +1%
TGAM
622
TBH Global Asset Management
Tennessee
$445K -$23.2K -67 -5%
WP
623
Wealthspan Partners
Iowa
$442K
ACA
624
Aspire Capital Advisors
Washington
$442K +$1.73K +5 +0.4%
WPC
625
Wedmont Private Capital
Pennsylvania
$441K -$18.4K -53 -4%

DIA Hedge Fund Activity: Q3 2023 in Review

1,026 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q3 2023, worth a combined $8.55B — down 13% from $9.84B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new DIA positions and 65 closed out — a net gain of 7 holders — while 346 added to existing stakes and 335 trimmed.

The largest buyer was Wells Fargo, adding an estimated $81.9M. The largest seller was Morgan Stanley, cutting an estimated $354M.

  • 1,026 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q3 2023, down from 1,034 in Q2 2023.
  • Funds reported $8.55B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q3 2023, down 13% quarter-over-quarter.
  • 72 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q3 2023 and 65 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q3 2023 was Wells Fargo, an estimated $81.9M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q3 2023 was Morgan Stanley, an estimated $354M sold.

Based on aggregated 13F filings for Q3 2023.