We are live on ! Find out more
DIA icon

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
MCCP
201
Mission Creek Capital Partners
California
$4.43M +$6.18K +19 +0.1%
JWCA
202
J.W. Cole Advisors
Florida
$4.42M +$1.22M +3,766 +39%
MPW
203
Melone Private Wealth
Michigan
$4.4M +$582K +1,790 +16%
TI
204
Truepoint Inc
Ohio
$4.34M -$2M -6,168 -32%
TCM
205
Tufton Capital Management
Maryland
$4.26M -$391K -1,204 -9%
NL
206
NWAM LLC
Washington
$4.16M +$418K +1,285 +11%
JGC
207
J. Goldman & Co
New York
$4.15M +$437K +1,344 +12%
MA
208
Montag & Associates
Georgia
$4.15M +$29.9K +92 +0.7%
Vontobel Holding
209
Vontobel Holding
Switzerland
$4.15M -$2.13M -6,557 -34%
IA
210
IFG Advisors
Missouri
$4.1M +$20.8K +64 +0.5%
Nomura Asset Management
211
Nomura Asset Management
Japan
$4.09M +$405K +1,245 +11%
TIA
212
Traphagen Investment Advisors
New Jersey
$4.06M +$13.4M +41,292 +1,317%
PFA
213
Pettinga Financial Advisors
Indiana
$3.98M -$998K -3,070 -20%
CA
214
Cullinan Associates
Kentucky
$3.98M +$3.9M +12,000 New
TIM
215
Tortoise Investment Management
New York
$3.95M -$211K -649 -5%
GSWM
216
Greenup Street Wealth Management
Michigan
$3.92M +$3.85M +11,836 New
AWS
217
AJ Wealth Strategies
New York
$3.92M -$4.55K -14 -0.1%
BHB
218
Bank Hapoalim BM
Israel
$3.91M +$3M +9,243 +362%
BRG
219
Bay Rivers Group
Virginia
$3.87M +$1.95K +6 +0.1%
LTL
220
Lowery Thomas LLC
California
$3.86M -$419K -1,290 -10%
SFG
221
SNS Financial Group
Minnesota
$3.84M -$234K -720 -6%
IFG
222
Independent Financial Group
California
$3.82M +$323K +994 +9%
US Bancorp
223
US Bancorp
Minnesota
$3.77M +$938K +2,886 +34%
SWM
224
Spire Wealth Management
Virginia
$3.63M +$471K +1,448 +15%
BAM
225
BTS Asset Management
Massachusetts
$3.62M +$3.54M +10,899 New

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.