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SPDR Dow Jones Industrial Average ETF Trust

1,129 hedge funds and large institutions have $13.7B invested in SPDR Dow Jones Industrial Average ETF Trust in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 337 increasing their positions, 342 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,129
Holders Change
+108
Holders Change %
+10.58%
% of All Funds
16.55%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.91%
New
176
Increased
337
Reduced
342
Closed
56
Calls
$5.09B
Puts
$6.9B
Net Calls
-$1.81B
Net Calls Change
-$1.69B
Name Holding Trade Value Shares
Change
Shares
Change %
BC
876
Bartlett & Co
Ohio
$258K +$31.7K +84 +14%
FCBT
877
First Citizens Bank & Trust
North Carolina
$257K -$2.64K -7 -1%
AWM
878
Axxcess Wealth Management
California
$256K +$256K +680 New
IAA
879
Independent Advisor Alliance
North Carolina
$256K +$256K +680 New
SC
880
Schulhoff & Co
Ohio
$256K
SIA
881
Strategic Investment Advisors
Michigan
$255K +$11.7K +31 +5%
GGS
882
Galvin Gaustad & Stein
Arizona
$254K +$254K +675 New
FWCM
883
Ferguson Wellman Capital Management
Oregon
$254K
BBP
884
Banco BTG Pactual
Brazil
$254K +$254K +673 New
EP
885
Eudaimonia Partners
Tennessee
$254K -$15.5K -41 -6%
CW
886
CIC Wealth
Maryland
$253K +$253K +672 New
NCM
887
Neumann Capital Management
California
$253K -$22.6K -60 -8%
TWP
888
Tyche Wealth Partners
Texas
$251K +$251K +667 New
SWA
889
SFMG Wealth Advisors
Texas
$251K +$251K +666 New
CBFP
890
Cedar Brook Financial Partners
Ohio
$251K
QCM
891
QRG Capital Management
Illinois
$250K -$39.9K -106 -14%
CWA
892
Capital Wealth Alliance
Arizona
$250K -$93.8K -249 -27%
FNB
893
Farmers National Bank
Kentucky
$249K
HCC
894
Hirtle Callaghan & Co
Pennsylvania
$248K +$248K +657 New
ZCI
895
Zevenbergen Capital Investments
Washington
$245K
MFGM
896
Marshall Financial Group (Maryland)
Maryland
$245K
FCA
897
FinTrust Capital Advisors
South Carolina
$243K +$11.3K +30 +5%
CA
898
CGN Advisors
Kansas
$243K +$243K +644 New
WP
899
WealthPLAN Partners
Nebraska
$243K +$243K +643 New
LWMG
900
Levy Wealth Management Group
Pennsylvania
$242K -$78.7K -209 -25%