DIA icon

SPDR Dow Jones Industrial Average ETF Trust

993 hedge funds and large institutions have $8.68B invested in SPDR Dow Jones Industrial Average ETF Trust in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 294 increasing their positions, 356 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
993
Holders Change
-25
Holders Change %
-2.46%
% of All Funds
15.89%
Holding in Top 10
56
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-17.65%
% of All Funds
0.9%
New
80
Increased
294
Reduced
356
Closed
82
Calls
$4.75B
Puts
$6.38B
Net Calls
-$1.63B
Net Calls Change
+$801M
Name Holding Trade Value Shares
Change
Shares
Change %
KWMG
151
King Wealth Management Group
Florida
$6.14M +$54.9K +165 +0.9%
NFA
152
Northern Financial Advisors
Michigan
$6.12M +$262K +789 +4%
KPWS
153
Kestra Private Wealth Services
Texas
$6.1M +$1.43M +4,296 +31%
EWA
154
EP Wealth Advisors
California
$6.08M +$653K +2,589 +12%
MCM
155
Magnolia Capital Management
New York
$5.81M +$9.98K +30 +0.2%
PP
156
Paloma Partners
Connecticut
$5.76M +$5.76M +17,304 New
TA
157
TrueWealth Advisors
Alabama
$5.75M -$3.98M -11,963 -41%
TIA
158
Traphagen Investment Advisors
New Jersey
$5.72M +$1.64M +17,856 +40%
TRCT
159
Tower Research Capital (TRC)
New York
$5.66M +$4.56M +13,703 +415%
ACM
160
Armbruster Capital Management
New York
$5.59M
JIC
161
Johnson Investment Counsel
Ohio
$5.5M -$44.9K -135 -0.8%
GIA
162
Gladstone Institutional Advisory
Florida
$5.47M -$121K -364 -2%
BBPWM
163
Blue Bell Private Wealth Management
Pennsylvania
$5.46M -$32.9K -99 -0.6%
GW
164
GW & Wade
Massachusetts
$5.4M +$178K +534 +3%
CAG
165
Curtis Advisory Group
California
$5.4M -$109K -329 -2%
SAM
166
Summit Asset Management
Tennessee
$5.37M -$194K -583 -3%
WQ
167
Wealth Quarterback
New Jersey
$5.23M +$58.2K +175 +1%
Brown Advisory
168
Brown Advisory
Maryland
$5.18M -$14K -42 -0.3%
FG
169
Foster Group
Iowa
$5.16M
BBNA
170
Bremer Bank National Association
Minnesota
$4.96M
ISB
171
Iowa State Bank
Iowa
$4.95M
SWP
172
Stratos Wealth Partners
Ohio
$4.92M -$1.13M -3,412 -19%
SAMT
173
Select Asset Management & Trust
Pennsylvania
$4.9M +$1.35M +4,064 +38%
CL
174
COWA LLC
Oklahoma
$4.8M -$154K -463 -3%
RA
175
RFG Advisory
Alabama
$4.73M +$19.6K +59 +0.4%