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SPDR Dow Jones Industrial Average ETF Trust
DIA

Overview Fund Activity

954 hedge funds and large institutions have $9.69B invested in SPDR Dow Jones Industrial Average ETF Trust in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 316 increasing their positions, 233 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
954
Holders Change
+73
Holders Change %
+8.29%
% of All Funds
14.73%
Holding in Top 10
59
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.69%
% of All Funds
0.91%
New
158
Increased
316
Reduced
233
Closed
68
Calls
$5.69B
Puts
$15.8B
Net Calls
-$10.1B
Net Calls Change
-$2.16B

Top Buyers

1
Wolverine Trading
Wolverine Trading
Illinois
$300M
2
Twin Tree Management
Twin Tree Management
Texas
$83.6M
3
BCM
Brookstone Capital Management
Illinois
$45.7M
4
SW
SteelPeak Wealth
California
$34.5M
5
CWP
Capital Wealth Planning
Florida
$35.2M

Top Sellers

1
MB
Mizuho Bank
Japan
$0
2
SG Americas Securities
SG Americas Securities
New York
$34.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$206M
4
Citigroup
Citigroup
New York
$364M
5
Bank of America
Bank of America
North Carolina
$1.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
901
Laurel Wealth Advisors (North Carolina)
North Carolina
$33K – – –
EWM
902
Edge Wealth Management
New York
$29K – – –
LC
903
Lindbrook Capital
California
$28K +$28K +77 New
AW
904
Avion Wealth
Texas
$27K – – –
PK
905
Pflug Koory
Nebraska
$24K – – –
COCM
906
Charter Oak Capital Management
New Hampshire
$22K – – –
KTC
907
Kistler-Tiffany Companies
Pennsylvania
$20K -$2.5K -7 -11%
SIS
908
Sound Income Strategies
Florida
$19K – – –
WBC
909
West Branch Capital
Massachusetts
$18K -$11.5K -32 -39%
DRS
910
Deane Retirement Strategies
Louisiana
$18K – – –
NC
911
NewSquare Capital
Pennsylvania
$18K – – –
MSFP
912
Mark Sheptoff Financial Planning
Connecticut
$18K – – –
CHA
913
Carmichael Hill & Associates
Maryland
$18K – – –
CWA
914
Clearview Wealth Advisors
Oregon
$18K +$2.25K +6 +14%
ARIS
915
Advanced Research Investment Solutions
California
$18K +$18K +50 New
WWM
916
Wagner Wealth Management
South Carolina
$15K – – –
FPFS
917
First Personal Financial Services
North Carolina
$14K – – –
LWA
918
Lowe Wealth Advisors
Maryland
$13K – – –
UB
919
UMB Bank
Missouri
$12K +$12K +33 New
LWP
920
Lumature Wealth Partners
Georgia
$11K – – –
CFO
921
CVA Family Office
Colorado
$11K +$11K +29 New
BWS
922
BCR Wealth Strategies
Alabama
$11K +$11K +30 New
FHC
923
First Heartland Consultants
Missouri
$10.1K +$8.22K +22,629 +431%
CQS
924
Credential Qtrade Securities
$9.08K – – –
TCM
925
Tradewinds Capital Management
Washington
$9K – – –
35 36
37
38 39