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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
PB
901
Pinnacle Bancorp
Nebraska
$83.2K
BWM
902
Baystate Wealth Management
Massachusetts
$81.7K +$81.4K +245 New
BWL
903
Bogart Wealth LLC
Virginia
$81.7K +$16.9K +51 +26%
AIA
904
Arcadia Investment Advisors
Idaho
$81.4K
BAAM
905
Baker Avenue Asset Management
California
$79.2K -$18.6K -56 -19%
CAL
906
Capital Analysts LLC
Pennsylvania
$79K +$2.66K +8 +3%
KTC
907
Kistler-Tiffany Companies
Pennsylvania
$76.3K +$21.3K +64 +39%
NIC
908
Northwest Investment Counselors
Oregon
$75.6K +$8.97K +27 +14%
AWM
909
Accel Wealth Management
Iowa
$73.8K
TCWA
910
Ten Capital Wealth Advisors
Washington
$73.5K +$73.4K +221 New
BBHC
911
Brown Brothers Harriman & Co
New York
$71.5K
BIA
912
Bell Investment Advisors
California
$70K
BSB
913
Bangor Savings Bank
Maine
$69.8K
TAM
914
Tucker Asset Management
Colorado
$69.5K -$6.31K -19 -8%
CWA
915
Clearview Wealth Advisors
Oregon
$69K
NC
916
NewSquare Capital
Pennsylvania
$68.2K +$51.5K +155 +310%
ST
917
Sageworth Trust
Pennsylvania
$67.9K
AIP
918
Ahrens Investment Partners
Louisiana
$67.8K +$67.8K +204 New
CHA
919
Carmichael Hill & Associates
Maryland
$59.5K +$43.2K +130 +265%
2L
920
25 LLC
Missouri
$59K +$58.1K +175 New
KFI
921
Key Financial Inc
Pennsylvania
$54.2K
TC
922
Truvestments Capital
Florida
$53.1K
TFA
923
Toth Financial Advisory
Virginia
$50K
MBFW
924
Morton Brown Family Wealth
Pennsylvania
$49.9K +$49.8K +150 New
TWA
925
TCI Wealth Advisors
Arizona
$49.6K

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.