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State Street SPDR Dow Jones Industrial Average ETF Trust

1,151 hedge funds and large institutions have $12.4B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 361 increasing their positions, 374 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 75

6% more funds holding in top 10

Funds holding in top 10: 6266 (+4)

1% more funds holding

Funds holding: 1,1361,151 (+15)

3% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 374

7.01% less ownership

Funds ownership: 43.09%36.09% (-7%)

10% less capital invested

Capital invested by funds: $13.8B → $12.4B (-$1.37B)

21% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $5.97B

Holders
1,151
Holders Change
+15
Holders Change %
+1.32%
% of All Funds
16.58%
Holding in Top 10
66
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.45%
% of All Funds
0.95%
New
105
Increased
361
Reduced
374
Closed
75
Calls
$4.73B
Puts
$5.97B
Net Calls
-$1.24B
Net Calls Change
+$569M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
151
Smithbridge Asset Management
Pennsylvania
$8.53M +$8.26M +21,439 New
GS
152
GTS Securities
New York
$8.44M -$119M -308,298 -94%
SWA
153
Stratos Wealth Advisors
Ohio
$8.34M +$247K +642 +3%
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.25M -$1.24M -3,230 -13%
WT
155
Whittier Trust
California
$8.22M -$1.07M -2,783 -12%
JWCA
156
J.W. Cole Advisors
Florida
$8.2M +$289K +751 +4%
AF
157
Allworth Financial
California
$8.19M -$524K -1,360 -6%
AWA
158
Arete Wealth Advisors
Illinois
$8.06M -$121K -314 -2%
BPA
159
Beacon Pointe Advisors
California
$7.94M +$431K +1,120 +6%
ACM
160
Armbruster Capital Management
New York
$7.9M -$164K -425 -2%
Parallax Volatility Advisers
161
Parallax Volatility Advisers
California
$7.89M -$351K -911 -4%
GIA
162
GHP Investment Advisors
Colorado
$7.82M -$125K -325 -2%
SBIA
163
Sheaff Brock Investment Advisors
Indiana
$7.78M +$38.5K +100 +0.5%
WCM
164
Washington Capital Management
Washington
$7.72M
AWM
165
AE Wealth Management
Kansas
$7.62M -$59.3M -154,004 -89%
WQ
166
Wealth Quarterback
New Jersey
$7.62M +$359K +931 +5%
KPWS
167
Kestra Private Wealth Services
Texas
$7.54M -$556K -1,442 -7%
PGFC
168
Peapack-Gladstone Financial Corp
New Jersey
$7.36M -$138K -359 -2%
EWA
169
EP Wealth Advisors
California
$7.32M -$795K -2,063 -10%
CAG
170
Curtis Advisory Group
California
$7.24M -$287K -746 -4%
CAM
171
CenterStar Asset Management
Illinois
$7.23M +$6.58M +17,082 +1,579%
CWM
172
Cornerstone Wealth Management
Missouri
$7.02M +$238K +618 +4%
MCM
173
Magnolia Capital Management
New York
$6.92M
KWMG
174
King Wealth Management Group
Florida
$6.85M -$79K -205 -1%
RFC
175
Regions Financial Corp
Alabama
$6.79M -$104K -270 -2%

DIA Hedge Fund Activity: Q1 2024 in Review

1,151 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q1 2024, worth a combined $12.4B — down 10% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new DIA positions and 75 closed out — a net gain of 30 holders — while 361 added to existing stakes and 374 trimmed.

The largest buyer was Wolverine Trading, opening a new position worth an estimated $168M. The largest seller was Morgan Stanley, cutting an estimated $2.43B.

  • 1,151 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q1 2024, up from 1,136 in Q4 2023.
  • Funds reported $12.4B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q1 2024, down 10% quarter-over-quarter.
  • 105 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q1 2024 and 75 closed out, a net change of +30 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q1 2024 was Wolverine Trading, an estimated $168M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q1 2024 was Morgan Stanley, an estimated $2.43B sold.

Based on aggregated 13F filings for Q1 2024.