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State Street SPDR Dow Jones Industrial Average ETF Trust

999 hedge funds and large institutions have $8.69B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2023 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 296 increasing their positions, 357 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 82

1.7% less ownership

Funds ownership: 32.57%30.87% (-1.7%)

2% less funds holding

Funds holding: 1,022999 (-23)

16% less funds holding in top 10

Funds holding in top 10: 6857 (-11)

17% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 357

26% less call options, than puts

Call options by funds: $4.75B | Put options by funds: $6.38B

48% less capital invested

Capital invested by funds: $16.9B → $8.69B (-$8.16B)

Holders
999
Holders Change
-23
Holders Change %
-2.25%
% of All Funds
15.92%
Holding in Top 10
57
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.18%
% of All Funds
0.91%
New
82
Increased
296
Reduced
357
Closed
82
Calls
$4.75B
Puts
$6.38B
Net Calls
-$1.63B
Net Calls Change
+$801M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
676
Element Wealth
Mississippi
$349K -$2.66K -8 -0.8%
RA
677
Rodgers & Associates
Pennsylvania
$349K -$33.2K -100 -9%
HIC
678
Holderness Investments Company
North Carolina
$349K +$12.6K +38 +4%
IIA
679
IPG Investment Advisors
California
$347K -$13.3K -40 -4%
GT
680
Greenleaf Trust
Michigan
$347K
RWP
681
Ridgecrest Wealth Partners
California
$346K
WF
682
Welch & Forbes
Massachusetts
$346K
RSS
683
Rosenblum Silverman Sutton
California
$345K
WP
684
WealthShield Partners
North Carolina
$344K
FNBSF
685
First National Bank Sioux Falls
South Dakota
$342K +$66.5K +200 +24%
APW
686
Aurora Private Wealth
New Jersey
$341K -$14K -42 -4%
CAM
687
Carret Asset Management
New York
$340K
ACA
688
Aspire Capital Advisors
Washington
$339K +$99K +298 +41%
APW
689
Atlantic Private Wealth
North Carolina
$339K +$1.33K +4 +0.4%
HH
690
Hilltop Holdings
Texas
$339K -$2.25M -6,758 -87%
CWM
691
Chemistry Wealth Management
New York
$339K -$24.9K -75 -7%
SW
692
SkyOak Wealth
Michigan
$339K
SCG
693
Sonata Capital Group
Washington
$338K +$332 +1 +0.1%
VCM
694
Vivaldi Capital Management
Illinois
$338K -$49.8K -150 -13%
SAG
695
SageView Advisory Group
California
$337K +$50.2K +151 +18%
SP
696
Successful Portfolios
Florida
$336K
SCA
697
Stonebridge Capital Advisors
Minnesota
$335K
RPCONE
698
Retirement Planning Company of New England
Rhode Island
$334K -$11.6K -35 -3%
MGWM
699
Marks Group Wealth Management
Minnesota
$333K
FPCG
700
Fort Pitt Capital Group
Pennsylvania
$333K

DIA Hedge Fund Activity: Q1 2023 in Review

999 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q1 2023, worth a combined $8.69B — down 48% from $16.9B a quarter earlier.

Fund positioning in DIA was balanced in Q1 2023: 82 funds opened new positions, 82 closed out, 296 added to existing stakes and 357 trimmed.

The largest buyer was Wolverine Trading, adding an estimated $123M. The largest seller was Nissay Asset Management, exiting entirely with an estimated $189M sold.

  • 999 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q1 2023, down from 1,022 in Q4 2022.
  • Funds reported $8.69B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q1 2023, down 48% quarter-over-quarter.
  • 82 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q1 2023 and 82 closed out, a net change of 0 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q1 2023 was Wolverine Trading, an estimated $123M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q1 2023 was Nissay Asset Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2023.