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State Street SPDR Dow Jones Industrial Average ETF Trust

889 hedge funds and large institutions have $10.5B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2021 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 294 increasing their positions, 221 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 221

26% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 72

6% more capital invested

Capital invested by funds: $9.86B → $10.5B (+$622M)

1% more funds holding

Funds holding: 884889 (+5)

0.02% more ownership

Funds ownership: 34.76%34.78% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 5252 (0)

45% less call options, than puts

Call options by funds: $3.79B | Put options by funds: $6.91B

Holders
889
Holders Change
+5
Holders Change %
+0.57%
% of All Funds
15.47%
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.91%
New
91
Increased
294
Reduced
221
Closed
72
Calls
$3.79B
Puts
$6.91B
Net Calls
-$3.12B
Net Calls Change
-$1.87B
Name Holding Trade Value Shares
Change
Change in
Stake
SCG
626
Sonata Capital Group
Washington
$348K +$341 +1 +0.1%
S
627
SignatureFD
Georgia
$346K +$683 +2 +0.2%
CPA
628
Clear Perspective Advisors
Illinois
$345K -$5.8K -17 -2%
FPCG
629
Fort Pitt Capital Group
Pennsylvania
$345K
IIM
630
Ipswich Investment Management
Massachusetts
$345K
WCM
631
Windham Capital Management
Massachusetts
$345K
JCM
632
Jacobi Capital Management
Pennsylvania
$345K +$42.3K +124 +14%
MF
633
Manchester Financial
California
$345K +$88.4K +259 +35%
JSL
634
JT Stratford LLC
Georgia
$344K +$134K +392 +65%
CFA
635
Carroll Financial Associates
North Carolina
$340K
GT
636
Greenleaf Trust
Michigan
$339K
FCI
637
Financial Counselors Inc
Kansas
$336K
PWLP
638
Prio Wealth Limited Partnership
Massachusetts
$335K -$20.5K -60 -6%
MGWM
639
Marks Group Wealth Management
Minnesota
$334K -$138K -404 -29%
TWM
640
Titus Wealth Management
California
$331K +$8.88K +26 +3%
HCIA
641
Hochman Cole Investment Advisors
Illinois
$326K +$3.75K +11 +1%
CIAS
642
CBIZ Investment Advisory Services
Ohio
$325K
LIA
643
LBMC Investment Advisors
Tennessee
$320K +$316K +927 New
WHG
644
Westwood Holdings Group
Texas
$315K +$312K +914 New
PAM
645
Private Asset Management
California
$314K +$72K +211 +30%
FCBT
646
First Citizens Bank & Trust
North Carolina
$313K +$60.4K +177 +24%
FAM
647
Flaharty Asset Management
Florida
$310K -$80.2K -235 -21%
EWM
648
Evermay Wealth Management
Virginia
$310K
UFF
649
USA Financial Formulas
Michigan
$309K -$46.1K -135 -13%
FWM
650
Focused Wealth Management
New York
$306K -$22.5K -66 -7%

DIA Hedge Fund Activity: Q2 2021 in Review

889 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q2 2021, worth a combined $10.5B — up 6.3% from $9.86B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DIA positions and 72 closed out — a net gain of 19 holders — while 294 added to existing stakes and 221 trimmed.

The largest buyer was Bank of America, adding an estimated $297M. The largest seller was Sumitomo Mitsui Financial Group, exiting entirely with an estimated $527M sold.

  • 889 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q2 2021, up from 884 in Q1 2021.
  • Funds reported $10.5B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q2 2021, up 6.3% quarter-over-quarter.
  • 91 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q2 2021 and 72 closed out, a net change of +19 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q2 2021 was Bank of America, an estimated $297M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q2 2021 was Sumitomo Mitsui Financial Group, an estimated $527M sold.

Based on aggregated 13F filings for Q2 2021.