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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
Allspring Global Investments
726
Allspring Global Investments
North Carolina
$299K
KTA
727
Keeley-Teton Advisors
Illinois
$299K
NCM
728
Noesis Capital Mangement
Florida
$298K
AA
729
Alesco Advisors
New York
$298K -$3.99K -12 -1%
PGWM
730
Pitti Group Wealth Management
New York
$297K
MM
731
Meridian Management
Arkansas
$296K
FCMT
732
Founders Capital Management (Texas)
Texas
$296K +$8.31K +25 +3%
WHG
733
Westwood Holdings Group
Texas
$295K +$295K +888 New
MFG
734
MidWestOne Financial Group
Iowa
$295K
BA
735
Bluesphere Advisors
Pennsylvania
$294K
AP
736
Appleton Partners
Massachusetts
$294K -$16.6K -50 -5%
DSN
737
D. Scott Neal
Kentucky
$294K
TA
738
Tiedemann Advisors
New York
$293K +$665 +2 +0.2%
RDWM
739
Red Door Wealth Management
Tennessee
$292K +$6.64K +20 +2%
KLCM
740
KG&L Capital Management
Louisiana
$292K +$37.5K +113 +15%
GFL
741
Granite FO LLC
New Hampshire
$292K
CWA
742
Capital Wealth Alliance
Arizona
$289K -$29.2K -88 -9%
SIC
743
Samalin Investment Counsel
New York
$288K +$5.98K +18 +2%
EWM
744
Evermay Wealth Management
Virginia
$287K
KWM
745
KFG Wealth Management
Indiana
$284K
H
746
HoyleCohen
California
$284K
JWBC
747
John W. Brooker & Co
California
$283K
G
748
Gainplan
Michigan
$283K -$383K -1,152 -58%
BPWM
749
Badgley Phelps Wealth Managers
Washington
$283K
MPW
750
Monterey Private Wealth
California
$279K +$21.3K +64 +8%

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.