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SPDR Dow Jones Industrial Average ETF Trust

1,130 hedge funds and large institutions have $13.8B invested in SPDR Dow Jones Industrial Average ETF Trust in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 337 increasing their positions, 342 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,130
Holders Change
+109
Holders Change %
+10.68%
% of All Funds
16.56%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.91%
New
177
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 %
LWMG
901
Levy Wealth Management Group
Pennsylvania
$242K -$78.7K -209 -25%
DT
902
Diversified Trust
Tennessee
$242K
CFS
903
Commonwealth Financial Services
West Virginia
$241K -$4.14K -11 -2%
SPWM
904
Schrum Private Wealth Management
Florida
$241K +$241K +640 New
NWM
905
NRI Wealth Management
California
$240K +$240K +636 New
MFG
906
Marmo Financial Group
Tennessee
$239K
EWG
907
Executive Wealth Group
Washington
$238K +$1.13K +3 +0.5%
T
908
Tidemark
California
$237K +$237K +628 New
TSS
909
Two Sigma Securities
New York
$236K +$236K +627 New
DF
910
Dunhill Financial
United Kingdom
$236K +$1.51K +4 +0.6%
BFC
911
Blue Fin Capital
Rhode Island
$236K
CSWM
912
Cassady Schiller Wealth Management
Ohio
$236K
GCA
913
Guardian Capital Advisors
Ontario, Canada
$236K +$236K +625 New
CAG
914
Crestwood Advisors Group
Massachusetts
$234K +$234K +620 New
BDF
915
Black Diamond Financial
Maryland
$234K +$1.13K +3 +0.5%
EFG
916
Everhart Financial Group
Ohio
$233K +$233K +618 New
IFAM
917
Institutional & Family Asset Management
Colorado
$233K -$18.1K -48 -7%
FPFS
918
First Personal Financial Services
North Carolina
$232K
YDMI
919
Y.D. More Investments
Israel
$231K +$4.52K +12 +2%
ORC
920
O'Rourke & Company
Massachusetts
$231K +$231K +614 New
SAM
921
Secure Asset Management
Michigan
$231K +$231K +612 New
APW
922
Aurora Private Wealth
New Jersey
$230K -$4.52K -12 -2%
MW
923
Marcum Wealth
Ohio
$230K +$230K +610 New
Kayne Anderson Rudnick Investment Management
924
Kayne Anderson Rudnick Investment Management
California
$230K
BMCM
925
Bryn Mawr Capital Management
Pennsylvania
$230K +$230K +609 New