Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

STATE STR SPDR DOW JONES IND (DIA)

1K + Investors. Track Smart Money conviction in DIA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +98
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — DIA

Based on 1304 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added DIA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,304 hedge funds hold DIA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+106 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

592 buying451 selling
Last quarter: 592 funds bought or added vs 451 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+74 vs last Q)

new funds entering per quarter
Funds opening a new DIA position: 94 → 132 → 95 → 169. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 18% new
847 out of 1,304 hedge funds have held DIA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

152 → 94 → 132 → 95 → 169 new funds/Q
New funds entering each quarter: 94 → 132 → 95 → 169. A growing number of institutions are discovering DIA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 12% 1-2yr ■ 22% new
Of 1,343 current holders: 878 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
27 of 1304 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: DIA

How many hedge funds hold DIA — quarterly history vs. share price
Quarterly hedge fund ownership of DIA vs. share price

Market Analysis: DIA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DIA

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

84 top-rated funds 37 high-conviction
Consensus
8.4
/ 10
breadth
×
Elite
5.1
/ 10
conviction
Hedge Fund Positioning: DIA
2026 Q1 Stats Unlock in 22 days 1K + Investors

Track Smart Money conviction in DIA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1343 1249 7.53%
13F Shares 60M 55M 9.08%
Total Value $29.19B $25.67B 13.7%
New Positions 171 97 +74
Increased Positions 474 426 +48
Closed Positions 77 90 -13
Reduced Positions 416 450 -34
Total Calls 19 23 -17.39%
Total Puts 27 29 -6.9%
PUT/CALL Ratio 1.42 1.26 Bearish

Statistics: DIA

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DIA. Verified SEC 13F-HR filings.

Top 25 institutional holders of DIA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 16.85% 819 $379K
2 ARKANSAS FINANCIAL GROUP, INC. 14.42% 215,773 $103.4M
3 Berkshire Money Management, Inc. 9.73% 205,145 $95.0M
4 WASHINGTON CAPITAL MANAGEMENT, INC 8.41% 21,499 $10.0M
5 Jacksonville Wealth Management, LLC 8.12% 25,953 $12.0M
6 StoryOne LLC 7.96% — $14.1M
7 AtlasMark Financial, Inc 6.98% 10,400 $2.8M
8 KW WEALTH MANAGEMENT LLC 6.63% 9,096 $4.4M
9 TCP Asset Management, LLC 6.41% 107,682 $49.9M
10 Shulman DeMeo Asset Management LLC 5.91% 60,075 $27.8M
11 FOCUS Wealth Advisors, LLC 5.47% 24,166 $11.2M
12 Alexis Investment Partners, LLC 5.28% 16,968 $7.7M
13 MKT Advisors LLC 4.84% 31,015 $14.4M
14 Worth Asset Management, LLC 4.23% 24,512 $11.4M
15 GREENBERG FINANCIAL GROUP 4.17% 21,836 $10.1M
16 Clarity Wealth Advisors, LLC 4.16% 43,712 $20.2M
17 Echo45 Advisors LLC 4.09% 15,683 $7.3M
18 Heck Capital Advisors, LLC 3.62% 105,267 $48.8M
19 Capital Management Associates, Inc 3.04% 29,008 $13.4M
20 Johnson Bixby & Associates, LLC 2.95% 51,398 $23.8M
21 MLP3, LLC 2.88% 5,638 $2.6M
22 Benin Management CORP 2.59% 24,907 $11.5M
23 FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 2.50% 9,682 $4.5M
24 SMITHBRIDGE ASSET MANAGEMENT INC/DE 2.48% 36,146 $16.7M
25 SYKON CAPITAL LLC 2.36% 15,272 $7.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — STATE STR SPDR DOW JONES IND (DIA)

What does the Smart Money Trend signal show for DIA?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added DIA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DIA?

Slight buying edge — 57% buying: Last quarter: 592 funds bought or added vs 451 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DIA holders?

Strong quality — 36% AUM from major funds: 27 of 1304 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held DIA?

65% of holders stayed for 2+ years: 847 out of 1,304 hedge funds have held DIA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.