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State Street SPDR Dow Jones Industrial Average ETF Trust

960 hedge funds and large institutions have $9.7B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2021 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 317 increasing their positions, 235 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 69

35% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 235

15% more funds holding in top 10

Funds holding in top 10: 5260 (+8)

8% more funds holding

Funds holding: 887960 (+73)

6% more capital invested

Capital invested by funds: $9.14B → $9.7B (+$560M)

0.11% more ownership

Funds ownership: 32.07%32.18% (+0.11%)

64% less call options, than puts

Call options by funds: $5.69B | Put options by funds: $15.8B

Holders
960
Holders Change
+73
Holders Change %
+8.23%
% of All Funds
14.77%
Holding in Top 10
60
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.38%
% of All Funds
0.92%
New
159
Increased
317
Reduced
235
Closed
69
Calls
$5.69B
Puts
$15.8B
Net Calls
-$10.1B
Net Calls Change
-$2.16B
Name Holding Trade Value Shares
Change
Change in
Stake
AF
801
Aldebaran Financial
$236K
ZCI
802
Zevenbergen Capital Investments
Washington
$236K +$231K +650 New
LWMG
803
Levy Wealth Management Group
Pennsylvania
$232K -$42.6K -120 -16%
ZB
804
Zions Bancorporation
Utah
$229K -$59K -166 -21%
FFA
805
First Foundation Advisors
California
$229K +$223K +629 New
BWA
806
BDO Wealth Advisors
Florida
$228K -$17.8K -50 -7%
RIM
807
Rockbridge Investment Management
New York
$226K
CSWM
808
Cassady Schiller Wealth Management
Ohio
$226K +$221K +623 New
SEIA
809
Signature Estate & Investment Advisors
California
$223K -$355 -1 -0.2%
BOPW
810
Brandywine Oak Private Wealth
Pennsylvania
$223K +$355 +1 +0.2%
RFA
811
Reilly Financial Advisors
California
$222K
EWG
812
Executive Wealth Group
Washington
$221K +$711 +2 +0.3%
FAM
813
Formidable Asset Management
Ohio
$221K
NSIM
814
North Star Investment Management
Illinois
$220K
EFSCE
815
Enterprise Financial Services Corp (EFSC)
Missouri
$218K
BFO
816
Biltmore Family Office
North Carolina
$218K +$213K +600 New
SB
817
Strategic Blueprint
Georgia
$216K +$211K +594 New
SFG
818
Sowa Financial Group
Rhode Island
$215K -$25.9K -73 -11%
HA
819
Harfst & Associates
Wyoming
$215K
TC
820
Trilogy Capital
California
$213K +$209K +588 New
MWM
821
Maltin Wealth Management
New Jersey
$211K +$206K +580 New
SWP
822
Strategic Wealth Partners
Ohio
$211K +$207K +582 New
MF
823
Meridian Financial
Massachusetts
$209K +$204K +575 New
CNBTD
824
Citizens National Bank Trust Department
Mississippi
$206K -$17.8K -50 -8%
CHJWM
825
Carlton Hofferkamp & Jenks Wealth Management
Texas
$206K

DIA Hedge Fund Activity: Q4 2021 in Review

960 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2021, worth a combined $9.7B — up 6.1% from $9.14B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new DIA positions and 69 closed out — a net gain of 90 holders — while 317 added to existing stakes and 235 trimmed.

The largest buyer was Wolverine Trading, adding an estimated $291M. The largest seller was Mizuho Bank, exiting entirely with an estimated $254M sold.

  • 960 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2021, up from 887 in Q3 2021.
  • Funds reported $9.7B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 159 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2021 and 69 closed out, a net change of +90 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2021 was Wolverine Trading, an estimated $291M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2021 was Mizuho Bank, an estimated $254M sold.

Based on aggregated 13F filings for Q4 2021.