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State Street SPDR Dow Jones Industrial Average ETF Trust

889 hedge funds and large institutions have $10.5B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2021 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 294 increasing their positions, 221 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 221

26% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 72

6% more capital invested

Capital invested by funds: $9.86B → $10.5B (+$622M)

1% more funds holding

Funds holding: 884889 (+5)

0.02% more ownership

Funds ownership: 34.76%34.78% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 5252 (0)

45% less call options, than puts

Call options by funds: $3.79B | Put options by funds: $6.91B

Holders
889
Holders Change
+5
Holders Change %
+0.57%
% of All Funds
15.47%
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.91%
New
91
Increased
294
Reduced
221
Closed
72
Calls
$3.79B
Puts
$6.91B
Net Calls
-$3.12B
Net Calls Change
-$1.87B
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
826
Baldrige Asset Management
Pennsylvania
$47K +$46.1K +135 New
CWP
827
Concord Wealth Partners
Virginia
$45K
OIA
828
Optimum Investment Advisors
Illinois
$41K
APC
829
Aspire Private Capital
North Carolina
$40K
1IA
830
1834 Investment Advisors
Wisconsin
$39K
AIP
831
Ameritas Investment Partners
Nebraska
$39K +$18.8K +55 +93%
CFD
832
Creative Financial Designs
Indiana
$39K +$31.1K +91 +414%
CP
833
Castleview Partners
Texas
$38K +$37.5K +110 New
SBL
834
Sargent Bickham Lagudis
Colorado
$36K -$78.5K -230 -69%
PMFA
835
Plante Moran Financial Advisors
Michigan
$35K -$15.4K -45 -31%
BMD
836
Better Money Decisions
New Mexico
$35K
CTB
837
Country Trust Bank
Illinois
$34K
LWANC
838
Laurel Wealth Advisors (North Carolina)
North Carolina
$31K
EWM
839
Edge Wealth Management
New York
$28K
APWA
840
Atlas Private Wealth Advisors
New Jersey
$25K
AW
841
Avion Wealth
Texas
$25K
AWM
842
Avior Wealth Management
Nebraska
$23K
PK
843
Pflug Koory
Nebraska
$23K
KTC
844
Kistler-Tiffany Companies
Pennsylvania
$22K
COCM
845
Charter Oak Capital Management
New Hampshire
$21K
TFGT
846
TS Financial Group (TSFG)
Illinois
$21K
SIS
847
Sound Income Strategies
Florida
$18K -$13K -38 -41%
WLPWM
848
Walled Lake Planning & Wealth Management
Illinois
$18K
FFG
849
Ford Financial Group
California
$18K +$17.8K +52 New
PWS
850
Paragon Wealth Strategies
Florida
$18K +$17.8K +52 New

DIA Hedge Fund Activity: Q2 2021 in Review

889 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q2 2021, worth a combined $10.5B — up 6.3% from $9.86B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DIA positions and 72 closed out — a net gain of 19 holders — while 294 added to existing stakes and 221 trimmed.

The largest buyer was Bank of America, adding an estimated $297M. The largest seller was Sumitomo Mitsui Financial Group, exiting entirely with an estimated $527M sold.

  • 889 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q2 2021, up from 884 in Q1 2021.
  • Funds reported $10.5B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q2 2021, up 6.3% quarter-over-quarter.
  • 91 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q2 2021 and 72 closed out, a net change of +19 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q2 2021 was Bank of America, an estimated $297M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q2 2021 was Sumitomo Mitsui Financial Group, an estimated $527M sold.

Based on aggregated 13F filings for Q2 2021.