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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
EWP
876
Elevation Wealth Partners
California
$114K +$114K +343 New
TC
877
Trust Company
Kansas
$112K
EDRH
878
Edmond de Rothschild Holding
Switzerland
$112K +$8.31K +25 +8%
AIP
879
Ameritas Investment Partners
Nebraska
$111K +$46.5K +140 +72%
TWM
880
Tradition Wealth Management
Minnesota
$108K +$2.99K +9 +3%
PO
881
Private Ocean
California
$108K +$332 +1 +0.3%
SC
882
Stephens Consulting
Michigan
$108K +$332 +1 +0.3%
PMFA
883
Plante Moran Financial Advisors
Michigan
$107K +$33.2K +100 +45%
JMF
884
Johnson Midwest Financial
Iowa
$107K +$332 +1 +0.3%
CCA
885
Column Capital Advisors
Indiana
$103K
HIA
886
Harbor Investment Advisory
Maryland
$100K
FMP
887
Financial Management Professionals
Texas
$100K
BWA
888
BDO Wealth Advisors
Florida
$99.8K
CLOS
889
Compagnie Lombard Odier SCmA
Switzerland
$99.8K -$64.5K -194 -39%
SN
890
Sittner & Nelson
Oregon
$99.8K
AWM
891
Activest Wealth Management
Florida
$95.3K -$5.27M -15,862 -98%
GM
892
GeoWealth Management
Illinois
$93K +$93K +280 New
CFFP
893
Center for Financial Planning
Michigan
$90.5K
FMTCOCP
894
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$90K
CFD
895
Creative Financial Designs
Indiana
$88.6K +$16.6K +50 +23%
CHC
896
City Holding Co
West Virginia
$88.1K
Commonwealth Equity Services
897
Commonwealth Equity Services
Massachusetts
$87.4K +$3.97M +11,936 +5%
HWP
898
Highline Wealth Partners
California
$86.5K
AWM
899
Abound Wealth Management
Tennessee
$83.2K
GEA
900
Glen Eagle Advisors
New Jersey
$83.2K

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.