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SPDR Dow Jones Industrial Average ETF Trust

984 hedge funds and large institutions have $10.5B invested in SPDR Dow Jones Industrial Average ETF Trust in 2022 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 303 increasing their positions, 278 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
984
Holders Change
+30
Holders Change %
+3.14%
% of All Funds
15.57%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
1%
New
113
Increased
303
Reduced
278
Closed
68
Calls
$4.89B
Puts
$11.4B
Net Calls
-$6.55B
Net Calls Change
+$3.52B
Name Holding Trade Value Shares
Change
Shares
Change %
KA
651
Kozak & Associates
Colorado
$365K
ACI
652
Alpha Cubed Investments
California
$364K -$10.4K -30 -3%
Fayez Sarofim & Co
653
Fayez Sarofim & Co
Texas
$364K
JWM
654
JFG Wealth Management
Colorado
$364K +$364K +1,050 New
AA
655
Alesco Advisors
New York
$362K
WF
656
Welch & Forbes
Massachusetts
$361K
RWP
657
Ridgecrest Wealth Partners
California
$361K
SP
658
Successful Portfolios
Florida
$360K
WP
659
WealthShield Partners
North Carolina
$359K -$87K -250 -20%
LGA
660
Lebenthal Global Advisors
New York
$358K -$17.3K -50 -5%
NCM
661
Novare Capital Management
North Carolina
$357K +$357K +1,028 New
AWM
662
Alterna Wealth Management
Texas
$356K
CAM
663
Carret Asset Management
New York
$355K
LWM
664
Lionsbridge Wealth Management
Florida
$354K -$18.7K -54 -5%
HFA
665
High Falls Advisors
New York
$354K
FMWA
666
Forvis Mazars Wealth Advisors
Missouri
$354K +$354K +1,020 New
SW
667
SkyOak Wealth
Michigan
$353K
HWA
668
HCR Wealth Advisors
California
$352K -$9.01K -26 -2%
SCG
669
Sonata Capital Group
Washington
$351K +$347 +1 +0.1%
S
670
SignatureFD
Georgia
$349K -$11.1K -32 -3%
AP
671
Appleton Partners
Massachusetts
$348K +$112K +323 +48%
MGWM
672
Marks Group Wealth Management
Minnesota
$347K
DMC
673
Drexel Morgan & Co
Pennsylvania
$347K
FPCG
674
Fort Pitt Capital Group
Pennsylvania
$347K
HCM
675
Hutchinson Capital Management
California
$347K +$347K +1,000 New