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SPDR Dow Jones Industrial Average ETF Trust

993 hedge funds and large institutions have $8.68B invested in SPDR Dow Jones Industrial Average ETF Trust in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 294 increasing their positions, 356 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
993
Holders Change
-25
Holders Change %
-2.46%
% of All Funds
15.89%
Holding in Top 10
56
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-17.65%
% of All Funds
0.9%
New
80
Increased
294
Reduced
356
Closed
82
Calls
$4.75B
Puts
$6.38B
Net Calls
-$1.63B
Net Calls Change
+$801M
Name Holding Trade Value Shares
Change
Shares
Change %
CWMU
751
Caliber Wealth Management (Utah)
Utah
$274K
PWLP
752
Prio Wealth Limited Partnership
Massachusetts
$273K
DPI
753
Diversified Portfolios Inc
Michigan
$271K -$14.6K -44 -5%
PAM
754
Private Asset Management
California
$271K +$333 +1 +0.1%
WF
755
Warner Financial
Maryland
$269K +$333 +1 +0.1%
ST
756
Smithfield Trust
Pennsylvania
$268K
TCM
757
Tandem Capital Management
New Jersey
$268K
First Manhattan
758
First Manhattan
New York
$266K
OWA
759
Octavia Wealth Advisors
Ohio
$266K +$25K +75 +10%
BFC
760
Blue Fin Capital
Rhode Island
$263K
SWA
761
SOA Wealth Advisors
New York
$262K
PVI
762
Pine Valley Investments
New Jersey
$261K +$261K +777 New
PP
763
Prosperity Planning
Missouri
$260K +$260K +782 New
SYBT
764
Stock Yards Bank & Trust
Kentucky
$260K -$359K -1,084 -58%
IAS
765
Insigneo Advisory Services
Florida
$258K +$56K +168 +28%
MAS
766
Meeder Advisory Services
Ohio
$258K
AFG
767
Albion Financial Group
Utah
$256K
SFWC
768
Strategic Family Wealth Counselors
New Jersey
$255K +$28.6K +86 +13%
XF
769
XML Financial
Maryland
$253K +$10.6K +32 +4%
WCM
770
Wealthcare Capital Management
Virginia
$252K
AL
771
Aspiriant LLC
California
$252K
HWA
772
HCR Wealth Advisors
California
$251K -$7.65K -23 -3%
N
773
Natixis
France
$250K +$249K +750 +25,000%
MSR
774
Main Street Research
Connecticut
$250K -$33.4K -100 -12%
PAM
775
Palisade Asset Management
Minnesota
$249K