We are live on ! Find out more
DIA icon

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
BWL
851
Bogart Wealth LLC
Virginia
$17K
CHA
852
Carmichael Hill & Associates
Maryland
$17K
DRS
853
Deane Retirement Strategies
Louisiana
$17K
MSFP
854
Mark Sheptoff Financial Planning
Connecticut
$17K
NC
855
NewSquare Capital
Pennsylvania
$17K
WBC
856
West Branch Capital
Massachusetts
$17K +$17.1K +50 New
CWA
857
Clearview Wealth Advisors
Oregon
$15K
SIM
858
Sonora Investment Management
Arizona
$15K +$13K +38 +760%
FCM
859
Firestone Capital Management
Florida
$14K
FPFS
860
First Personal Financial Services
North Carolina
$13K
LWA
861
Lowe Wealth Advisors
Maryland
$12K
PG
862
Proffitt & Goodson
Tennessee
$12K
SB
863
Strategic Blueprint
Georgia
$12K +$12.3K +36 New
SWA
864
SOA Wealth Advisors
New York
$11K
LWP
865
Lumature Wealth Partners
Georgia
$10K
RIA
866
RPG Investment Advisory
California
$10K
CFO
867
CVA Family Office
Colorado
$10K +$9.9K +29 New
SL
868
Savior LLC
Massachusetts
$9K +$8.53K +25 New
CQS
869
Credential Qtrade Securities
$8.62K
EAM
870
Eukles Asset Management
Ohio
$8K
JPLA
871
Joseph P. Lucia & Associates
New York
$8K
TCM
872
Tradewinds Capital Management
Washington
$8K
CWM
873
Cranbrook Wealth Management
Michigan
$7K
EWM
874
Endurance Wealth Management
Rhode Island
$7K
PFGIA
875
Patriot Financial Group Insurance Agency
Massachusetts
$7K

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.