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SPDR Dow Jones Industrial Average ETF Trust

1,145 hedge funds and large institutions have $12.4B invested in SPDR Dow Jones Industrial Average ETF Trust in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 359 increasing their positions, 372 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,145
Holders Change
+15
Holders Change %
+1.33%
% of All Funds
16.6%
Holding in Top 10
66
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.45%
% of All Funds
0.96%
New
105
Increased
359
Reduced
372
Closed
75
Calls
$4.73B
Puts
$5.97B
Net Calls
-$1.24B
Net Calls Change
+$569M
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
876
Warwick Investment Management
Texas
$294K +$398 +1 +0.1%
EK
877
Evensky & Katz
Florida
$294K +$2.39K +6 +0.8%
RFP
878
Root Financial Partners
California
$293K +$293K +736 New
HCM
879
Hall Capital Management
Rhode Island
$291K
OWA
880
Octavia Wealth Advisors
Ohio
$289K -$21.5K -54 -7%
BCWM
881
Bartlett & Co Wealth Management
Ohio
$287K +$14.4K +36 +5%
MSR
882
Main Street Research
Connecticut
$287K
SIMG
883
Sonora Investment Management Group
Arizona
$287K +$287K +721 New
Bessemer Group
884
Bessemer Group
New Jersey
$286K -$2.78K -7 -1%
Deutsche Bank
885
Deutsche Bank
Germany
$285K
HNW
886
High Note Wealth
Minnesota
$284K
WEG
887
World Equity Group
Illinois
$283K -$3.18K -8 -1%
AP
888
Appleton Partners
Massachusetts
$282K -$22.3K -56 -7%
EIP
889
Ellis Investment Partners
Pennsylvania
$280K +$398 +1 +0.1%
RIM
890
Rockbridge Investment Management
New York
$278K
GKWIM
891
Gerber Kawasaki Wealth & Investment Management
California
$275K -$128K -322 -32%
SWA
892
ShankerValleau Wealth Advisors
Illinois
$274K
WB
893
WesBanco Bank
West Virginia
$274K +$274K +688 New
ATC
894
Argent Trust Co
Tennessee
$273K
CWP
895
CFM Wealth Partners
Texas
$273K
RPCONE
896
Retirement Planning Company of New England
Rhode Island
$273K +$39.8K +100 +17%
CCA
897
Checchi Capital Advisers
California
$272K
IAA
898
Independent Advisor Alliance
North Carolina
$270K
SC
899
Schulhoff & Co
Ohio
$270K
JAIC
900
Josh Arnold Investment Consultant
Minnesota
$270K +$270K +678 New