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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
MFGM
826
Marshall Financial Group (Maryland)
Maryland
$216K -$23.3K -70 -10%
ZCI
827
Zevenbergen Capital Investments
Washington
$216K
ACP
828
Aviance Capital Partners
Florida
$215K +$215K +646 New
SWA
829
SFMG Wealth Advisors
Texas
$214K +$214K +645 New
LWMG
830
Levy Wealth Management Group
Pennsylvania
$213K
MFG
831
Marmo Financial Group
Tennessee
$211K +$210K +633 New
LI
832
LVZ Inc
Michigan
$211K +$332 +1 +0.2%
GCAC
833
Guardian Capital Advisors (Canada)
Ontario, Canada
$210K +$208K +625 New
MWM
834
Modera Wealth Management
New Jersey
$210K
FFA
835
First Foundation Advisors
California
$209K
DT
836
Diversified Trust
Tennessee
$209K -$33.6K -101 -14%
FUBT
837
First United Bank & Trust
Maryland
$208K -$33.2K -100 -14%
CSWM
838
Cassady Schiller Wealth Management
Ohio
$208K +$332 +1 +0.2%
YIH
839
Y-Intercept (HK)
Hong Kong
$208K -$347K -1,044 -63%
EWG
840
Executive Wealth Group
Washington
$207K +$997 +3 +0.5%
RIM
841
Rockbridge Investment Management
New York
$207K
CA
842
Clearstead Advisors
Ohio
$206K +$64.8K +195 +46%
BWM
843
BlackDiamond Wealth Management
New York
$205K +$203K +611 New
FPFS
844
First Personal Financial Services
North Carolina
$204K
BDF
845
Black Diamond Financial
Maryland
$203K +$997 +3 +0.5%
BFPW
846
BOK Financial Private Wealth
Colorado
$203K
Kayne Anderson Rudnick Investment Management
847
Kayne Anderson Rudnick Investment Management
California
$203K -$13.3K -40 -6%
SEIA
848
Signature Estate & Investment Advisors
California
$202K -$155K -467 -44%
FAM
849
Formidable Asset Management
Ohio
$202K +$200K +601 New
NSIM
850
North Star Investment Management
Illinois
$201K

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.