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State Street SPDR Dow Jones Industrial Average ETF Trust

1,022 hedge funds and large institutions have $16.9B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2022 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 336 increasing their positions, 261 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 57

29% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 261

11% more funds holding in top 10

Funds holding in top 10: 6168 (+7)

10% more funds holding

Funds holding: 9311,022 (+91)

0.05% more ownership

Funds ownership: 32.52%32.57% (+0.05%)

26% less call options, than puts

Call options by funds: $7.04B | Put options by funds: $9.47B

61% less capital invested

Capital invested by funds: $43.2B → $16.9B (-$26.4B)

Holders
1,022
Holders Change
+91
Holders Change %
+9.77%
% of All Funds
16.43%
Holding in Top 10
68
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.48%
% of All Funds
1.09%
New
170
Increased
336
Reduced
261
Closed
57
Calls
$7.04B
Puts
$9.47B
Net Calls
-$2.43B
Net Calls Change
-$1.16B
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
926
Accel Wealth Management
Iowa
$73.6K
PMFA
927
Plante Moran Financial Advisors
Michigan
$73.6K
CFD
928
Creative Financial Designs
Indiana
$71.5K +$6.18K +19 +10%
BBHC
929
Brown Brothers Harriman & Co
New York
$71.2K -$157K -484 -69%
BSB
930
Bangor Savings Bank
Maine
$70K
BIA
931
Bell Investment Advisors
California
$69.8K
CWA
932
Clearview Wealth Advisors
Oregon
$68.7K +$53.6K +165 +393%
ST
933
Sageworth Trust
Pennsylvania
$68K
NIC
934
Northwest Investment Counselors
Oregon
$66.3K
MSCM
935
McElhenny Sheffield Capital Management
Texas
$66.3K +$65K +200 New
BWL
936
Bogart Wealth LLC
Virginia
$64.5K +$5.85K +18 +10%
AIP
937
Ameritas Investment Partners
Nebraska
$64.3K -$27.6K -85 -30%
VF
938
VitalStone Financial
Texas
$63K +$62.4K +192 New
CDIA
939
Capital Directions Investment Advisors
Georgia
$56.7K +$55.6K +171 New
RFA
940
Register Financial Advisors
Georgia
$55.3K +$54.3K +167 New
KTC
941
Kistler-Tiffany Companies
Pennsylvania
$54.7K +$35.1K +108 +189%
SFA
942
Semmax Financial Advisors
North Carolina
$54K +$50.1K +154 +3,080%
DWP
943
Destiny Wealth Partners
Florida
$53.7K -$5.53K -17 -9%
AssetMark Inc
944
AssetMark Inc
California
$53.3K +$52.3K +161 New
TC
945
Truvestments Capital
Florida
$52.9K
TFA
946
Toth Financial Advisory
Virginia
$49.8K
WOSD
947
WFA of San Diego
California
$49.7K +$48.8K +150 New
TWA
948
TCI Wealth Advisors
Arizona
$49.4K
FMII
949
Farmers & Merchants Investments Inc
Nebraska
$48K
BAM
950
Baldrige Asset Management
Pennsylvania
$48K +$3.25K +10 +7%

DIA Hedge Fund Activity: Q4 2022 in Review

1,022 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2022, worth a combined $16.9B — down 61% from $43.2B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new DIA positions and 57 closed out — a net gain of 113 holders — while 336 added to existing stakes and 261 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $166M. The largest seller was Nissay Asset Management, cutting an estimated $431M.

  • 1,022 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2022, up from 931 in Q3 2022.
  • Funds reported $16.9B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2022, down 61% quarter-over-quarter.
  • 170 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2022 and 57 closed out, a net change of +113 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2022 was Morgan Stanley, an estimated $166M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2022 was Nissay Asset Management, an estimated $431M sold.

Based on aggregated 13F filings for Q4 2022.