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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
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$43.2M +$1.19M +2,751 +3%
CWP
52
Capital Wealth Planning
Florida
$42M +$32.7M +75,498 +324%
Creative Planning
53
Creative Planning
Kansas
$41.8M +$4.5M +10,386 +12%
GS
54
GTS Securities
New York
$39.5M -$9.17M -21,182 -19%
APWA
55
Atlas Private Wealth Advisors
New Jersey
$37.7M +$19.9K +46 +0.1%
PRS
56
Pinkerton Retirement Specialists
Idaho
$36.6M +$37.2M +85,950 New
CA
57
CSM Advisors
Pennsylvania
$36.3M +$12.7M +29,363 +52%
SGCA
58
Steel Grove Capital Advisors
Tennessee
$36M +$866 +2 +0%
Cerity Partners
59
Cerity Partners
New York
$34.4M +$4.85M +11,193 +16%
Northern Trust
60
Northern Trust
Illinois
$34.1M +$11.6M +26,737 +50%
BCMLT
61
Beacon Capital Management LLC (Tennessee)
Tennessee
$33.9M -$1.99M -4,600 -5%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$32.9M +$1.45M +3,354 +5%
HighTower Advisors
63
HighTower Advisors
Illinois
$31.8M -$746K -1,723 -2%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$31.4M +$304K +702 +1%
SPIA
65
Steward Partners Investment Advisory
New York
$30.2M +$10.3M +23,726 +50%
Millennium Management
66
Millennium Management
New York
$29.6M +$14.9M +34,353 +97%
Optiver Holding
67
Optiver Holding
Netherlands
$29.3M -$228M -527,347 -88%
TAM
68
TCP Asset Management
Ohio
$28.9M +$1.12M +2,584 +4%
SI
69
Stephens Inc
Arkansas
$28.8M +$2.26M +5,213 +8%
LWM
70
Latko Wealth Management
Illinois
$28.4M +$88.3K +204 +0.3%
Allianz Asset Management
71
Allianz Asset Management
Germany
$27.7M +$28.2M +65,100 New
Mariner
72
Mariner
Kansas
$27.6M +$256K +592 +0.9%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$26.4M -$2.15M -4,962 -7%
Corient Private Wealth
74
Corient Private Wealth
Florida
$26M -$1.59M -3,681 -6%
NA
75
NewEdge Advisors
Louisiana
$25.2M +$895K +2,068 +4%

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.