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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
SP
651
Successful Portfolios
Florida
$377K
AWM
652
Activest Wealth Management
Florida
$376K -$113K -318 -24%
YIH
653
Y-Intercept (HK)
Hong Kong
$376K +$368K +1,035 New
SCM
654
Southport Capital Management
Tennessee
$375K -$28.1K -79 -7%
CFA
655
Carroll Financial Associates
North Carolina
$375K +$355 +1 +0.1%
HNWAG
656
High Net Worth Advisory Group
Florida
$373K +$365K +1,027 New
AWM
657
Alterna Wealth Management
Texas
$372K +$364K +1,025 New
CAM
658
Carret Asset Management
New York
$371K
HFA
659
High Falls Advisors
New York
$371K +$78.9K +222 +28%
SW
660
SkyOak Wealth
Michigan
$370K -$35.5K -100 -9%
SCG
661
Sonata Capital Group
Washington
$367K +$711 +2 +0.2%
5L
662
55I LLC
Massachusetts
$366K -$147K -413 -29%
KA
663
Kozak & Associates
Colorado
$365K -$6.39K -18 -2%
SB
664
Sunflower Bank
Texas
$365K
MGWM
665
Marks Group Wealth Management
Minnesota
$364K
CPA
666
Clear Perspective Advisors
Illinois
$363K
DMC
667
Drexel Morgan & Co
Pennsylvania
$363K
FPCG
668
Fort Pitt Capital Group
Pennsylvania
$363K
IIM
669
Ipswich Investment Management
Massachusetts
$363K
WCM
670
Windham Capital Management
Massachusetts
$363K
CFG
671
Citizens Financial Group
Rhode Island
$363K +$355K +1,000 New
AL
672
Aspiriant LLC
California
$359K
EWM
673
Evermay Wealth Management
Virginia
$358K +$30.6K +86 +10%
GT
674
Greenleaf Trust
Michigan
$357K
EWM
675
EPG Wealth Management
Georgia
$355K +$2.13K +6 +0.6%

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.