We are live on ! Find out more
DIA icon

State Street SPDR Dow Jones Industrial Average ETF Trust

1,294 hedge funds and large institutions have $16.5B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2024 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 448 increasing their positions, 336 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 56

39% more funds holding in top 10

Funds holding in top 10: 5171 (+20)

33% more repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 336

28% more capital invested

Capital invested by funds: $12.9B → $16.5B (+$3.58B)

9% more funds holding

Funds holding: 1,1851,294 (+109)

2% more call options, than puts

Call options by funds: $6.81B | Put options by funds: $6.7B

0.36% less ownership

Funds ownership: 40.4%40.04% (-0.36%)

Holders
1,294
Holders Change
+109
Holders Change %
+9.2%
% of All Funds
17.04%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
0.94%
New
191
Increased
448
Reduced
336
Closed
56
Calls
$6.81B
Puts
$6.7B
Net Calls
+$111M
Net Calls Change
+$1.64B
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
676
Sax Wealth Advisors
New Jersey
$671K -$90.9K -210 -12%
PSCM
677
Per Stirling Capital Management
Texas
$668K
DLCIG
678
D.L. Carlson Investment Group
New Hampshire
$667K -$16.9K -39 -2%
QP
679
Quartz Partners
New York
$664K +$100K +232 +17%
UCFA
680
United Capital Financial Advisors
Texas
$662K -$222K -514 -25%
SWM
681
Sugarloaf Wealth Management
Georgia
$662K -$604K -1,396 -47%
RYIA
682
Roehl & Yi Investment Advisors
Oregon
$657K +$669K +1,545 New
DBIA
683
Dumont & Blake Investment Advisors
New Jersey
$657K -$4.33K -10 -0.6%
CIC
684
Carnegie Investment Counsel
Ohio
$656K -$1.3K -3 -0.2%
SW
685
SkyOak Wealth
Michigan
$654K +$866 +2 +0.1%
ERIC
686
Eagle Rock Investment Company
Georgia
$649K
FDDB
687
Fidelity D&D Bancorp
Pennsylvania
$647K
TFP
688
Traction Financial Partners
Wyoming
$647K +$1.73K +4 +0.3%
WP
689
WMS Partners
Maryland
$645K
FFC
690
First Financial Corp
Indiana
$643K
HCM
691
Howard Capital Management
Georgia
$643K +$38.5K +89 +6%
APW
692
Aventura Private Wealth
Florida
$642K +$653K +1,508 New
BP
693
Ballentine Partners
Massachusetts
$639K
FWCM
694
Ferguson Wellman Capital Management
Oregon
$639K +$358K +827 +123%
PWA
695
Primoris Wealth Advisors
Florida
$638K
DWM
696
Destination Wealth Management
California
$637K +$433 +1 +0.1%
JFG
697
JDM Financial Group
Texas
$634K
SDWMA
698
Schneider Downs Wealth Management Advisors
Pennsylvania
$622K
TCOV
699
Trust Company of Vermont
Vermont
$620K -$47.6K -110 -7%
SIC
700
Salem Investment Counselors
North Carolina
$618K

DIA Hedge Fund Activity: Q4 2024 in Review

1,294 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2024, worth a combined $16.5B — up 28% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new DIA positions and 56 closed out — a net gain of 135 holders — while 448 added to existing stakes and 336 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $608M. The largest seller was International Assets Investment Management, cutting an estimated $1.47B.

  • 1,294 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2024, up from 1,185 in Q3 2024.
  • Funds reported $16.5B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2024, up 28% quarter-over-quarter.
  • 191 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2024 and 56 closed out, a net change of +135 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2024 was Goldman Sachs, an estimated $608M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2024 was International Assets Investment Management, an estimated $1.47B sold.

Based on aggregated 13F filings for Q4 2024.