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Disclosery

DIA STATE STR SPDR DOW JONES IND

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UT SER 1 (fund), issuer CIK 1041130

1,440 managers (1,455 13F filers) reported a position in DIA shares at 2026-06-30, 30,897,982 shares in all. 150 filers opened a position and 68 filers sold out during the quarter.

Managers
1,440
13F filers
1,455
New
150
Added
421
Reduced
421
Sold out
68
Shares held by filers
30,897,982

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BRIGHTON JONES LLC14,554$7.6M0.14%+2,82313F-HRTimeline
EP Wealth Advisors, LLC14,547$7.6M0.03%+1,56513F-HRTimeline
Arkadios Wealth Advisors14,394$7.52M0.12%-4613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,139$7.39M0.09%+20413F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP14,107$7.37M0.04%-24713F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC13,968$7.3M0.27%+1,17313F-HRTimeline
Empowered Funds, LLC13,849$7.23M0.04%-1,20113F-HRTimeline
Capital Wealth Planning, LLC13,759$7.19M0.04%-2,87413F-HRTimeline
Mechanics Bank Trust Department13,758$7.19M0.89%-74013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,694$7.15M0.58%+37713F-HRTimelineGroup
MAI Capital Management13,140$6.87M0.03%+4,26113F-HRTimeline
Frank, Rimerman Advisors LLC12,863$6.72M0.38%-83713F-HRTimeline
Curtis Advisory Group, LLC12,826$6.7M1.3%-5213F-HRTimeline
Meridian Wealth Management, LLC12,799$6.69M0.21%+23713F-HRTimeline
Greenwich Wealth Management LLC12,784$6.68M0.24%-9913F-HRTimeline
NWAM LLC12,686$6.63M0.33%+1,50113F-HRTimeline
HB Wealth Management, LLC12,483$6.52M0.04%+3713F-HRTimeline
Q3 Asset Management13,055$6.5M1.19%new13F-HRTimeline
MONTAG A & ASSOCIATES INC12,375$6.48M0.27%013F-HRTimeline
Bay Rivers Group12,301$6.43M2.2%+9813F-HRTimeline
Prime Capital Investment Advisors, LLC12,237$6.39M0.06%-11513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,160$6.35M0.06%+1,80613F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC12,159$6.35M0.05%+513F-HRTimeline
COWA, LLC12,153$6.35M1.59%-31813F-HRTimeline
RFG Advisory, LLC12,145$6.34M0.1%+4,40713F-HRTimeline
Summit Asset Management, LLC12,138$6.34M0.81%-13213F-HRTimeline
IFG Advisors, LLC11,796$6.16M0.85%+1113F-HRTimeline
Wealthspire Advisors, LLC11,754$6.14M0.03%+3,67713F-HRTimeline
SCOTIA CAPITAL INC.11,681$6.1M0.02%+50113F-HRTimeline
PKS Advisory Services, LLC11,657$6.09M0.97%+45813F-HRTimeline
BIRINYI ASSOCIATES INC11,525$6.02M1.42%+413F-HRTimeline
Mission Creek Capital Partners, Inc.11,298$5.9M1.04%-67413F-HRTimeline
IEQ CAPITAL, LLC11,168$5.83M0.03%+31413F-HRTimeline
Narwhal Capital Management11,080$5.79M0.4%013F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.11,048$5.77M4.19%new13F-HRTimeline
Sigma Planning Corp11,019$5.76M0.14%+28213F-HRTimeline
FIRST HORIZON CORP11,011$5.75M0.22%+12113F-HRTimeline
Lynch Investment Planning, LLC10,954$5.74M4.41%+76113F-HRTimeline
Cresset Asset Management, LLC10,880$5.7M0.02%-10013F-HRTimeline
Alexis Investment Partners, LLC10,794$5.63M3.29%-6,17413F-HRTimeline
World Investment Advisors12,043$5.63M0.09%-68713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,757$5.62M0.01%+60713F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…10,713$5.6M0.33%-1,00013F-HRTimeline
Venture Visionary Partners LLC10,631$5.55M0.15%+413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST10,623$5.55M0.47%-18813F-HRTimeline
Ausdal Financial Partners, Inc.10,425$5.45M0.21%+26713F-HRTimeline
Twin Tree Management, LP10,253$5.36M0.83%new13F-HRTimeline
AtlasMark Financial, Inc10,200$5.33M2.62%013F-HRTimeline
Capital Advisor Network LLC10,170$5.31M6.65%+1013F-HRTimeline
Intergy Private Wealth, LLC10,125$5.29M1.22%-6,15113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,123$5.29M0.25%-6313F-HRTimeline
Founders Financial Alliance, LLC10,084$5.27M0.7%-29613F-HRTimeline
NewEdge Wealth, LLC9,944$5.19M0.05%+15413F-HRTimeline
DMKC Advisory Services, LLC9,828$5.13M0.97%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,662$5.05M0.01%-25313F-HRTimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …9,622$5.03M2.44%-6013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,581$5M0.01%-9,14013F-HRTimelineGroup
Fortis Group Advisors, LLC9,505$4.97M0.79%+30713F-HRTimeline
Capital Wealth Alliance, LLC9,438$4.93M2.29%-1613F-HRTimeline
Tortoise Investment Management, LLC9,340$4.88M0.36%-2713F-HRTimeline
EFG International AGin group EFG International AG9,218$4.82M0.09%-19013F-HRTimelineGroup
Northern Financial Advisors Inc9,043$4.72M3.12%-27413F-HRTimeline
Western Wealth Management, LLC9,039$4.72M0.15%-17013F-HRTimeline
Wealth Quarterback LLC8,939$4.67M1.44%+6,84113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.8,922$4.66M0.04%+20113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,866$4.63M0.28%-8313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC8,828$4.61M0.1%-1613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,797$4.6M0.01%+2,22913F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.8,770$4.58M0.01%+46713F-HRTimelineGroup
Timbuktu Capital Management, LLC8,761$4.58M6.88%13F-HRTimeline
Lewis Asset Management, LLC8,520$4.45M1.56%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC8,500$4.44M1.11%013F-HRTimeline
TrueWealth Advisors, LLC8,403$4.39M0.99%+17513F-HRTimeline
Tufton Capital Management8,350$4.36M0.73%-10413F-HRTimeline
Stelac Advisory Services LLC8,338$4.36M0.81%013F-HRTimeline
TD Asset Management Inc8,300$4.34M<0.01%+5,48413F-HRTimeline
Fortune 45 LLC8,280$4.33M1.85%+1613F-HRTimeline
Wealthfront Advisers LLC8,194$4.28M0.01%-1,00513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,187$4.28M0.02%+213F-HRTimelineGroup
Melone Private Wealth, LLC8,098$4.23M1.61%-1,86713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,076$4.22M0.05%+50013F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC8,022$4.19M0.43%013F-HRTimeline
Beta Wealth Group, Inc.7,980$4.17M1.56%-413F-HRTimeline
Ashton Thomas Private Wealth, LLC7,914$4.13M0.09%+36613F-HRTimeline
AE Wealth Management LLC7,913$4.13M0.02%-5,99813F-HRTimeline
Waverly Advisors, LLC7,783$4.07M0.02%+1,11413F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.7,752$4.05M0.53%013F-HRTimeline
Compound Planning, Inc.7,726$4.04M0.11%-1,07113F-HRTimeline
Constant Guidance Financial LLC7,707$4.03M2.53%+1,73813F-HRTimeline
Novak & Powell Financial Services, Inc.7,670$4.01M1.89%-28113F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.7,568$3.95M0.85%013F-HRTimeline
Autumn Glory Partners, LLC7,554$3.95M1.12%-3413F-HRTimeline
Greenfield Savings Bank7,527$3.93M1.49%+10013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,428$3.88M0.22%-5613F-HRTimeline
Fiduciary Alliance LLC7,373$3.85M0.26%+17613F-HRTimeline
Keystone Financial Group7,344$3.84M0.23%+1,49413F-HRTimeline
Caldwell Trust Co7,249$3.79M0.31%-1713F-HRTimeline
IHT Wealth Management, LLC7,235$3.78M0.08%+64013F-HRTimeline
Bluespring Wealth Management, LLC7,217$3.77M0.07%+2,65213F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC7,128$3.72M2.03%+2,11413F-HRTimeline
IFP Advisors, Inc7,115$3.72M0.07%-28113F-HRTimeline
CoreCap Advisors, LLC7,105$3.71M0.11%-19713F-HRTimeline
Ruggiero Investments, Inc.7,047$3.68M3.13%-23613F-HRTimeline
Objective Capital Management, LLC7,041$3.68M3.27%+51213F-HRTimeline
JTC Employer Solutions Trustee Ltd6,868$3.59M0.29%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,853$3.58M0.19%+51313F-HRTimeline
Fingerlakes Wealth Management, Inc.6,760$3.53M1.9%-5313F-HRTimeline
GWN SECURITIES INC.6,638$3.47M0.58%-19213F-HRTimeline
STG SECURITIES, LLC6,578$3.44M3.71%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,572$3.43M0.23%+713F-HRTimeline
Integrated Advisors Network LLC6,559$3.43M0.16%+51313F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC6,531$3.41M0.07%+1813F-HRTimelineGroup
PFG Advisors6,524$3.41M0.17%-16913F-HRTimeline
Keating Financial Advisory Services, In…6,465$3.38M0.44%-1513F-HRTimeline
HUB Investment Partners, LLC6,444$3.37M0.06%+2,76113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,433$3.36M0.05%+59413F-HRTimelineGroup
Asset Dedication, LLC6,334$3.31M0.21%+20213F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…6,313$3.3M0.28%13F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS6,304$3.29M0.47%-1,80913F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC6,297$3.29M0.38%013F-HRTimeline
BigSur Wealth Management LLC6,169$3.23M0.78%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC6,098$3.19M0.26%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,110$3.19M0.09%+85813F-HRTimelineGroup
SIG BROKERAGE, LP6,050$3.16M0.5%013F-HRTimeline
Kingsview Wealth Management, LLC6,044$3.16M0.04%-61013F-HRTimeline
Parallax Volatility Advisers, L.P.5,976$3.12M0.12%new13F-HRTimeline
St. Clair Advisors, LLC5,869$3.07M0.79%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,816$3.04M0.04%+1,57813F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,803$3.03M0.17%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,761$3.01M0.01%-48413F-HRTimeline
Crumly & Associates Inc.5,754$3.01M0.58%-9013F-HRTimeline
Miller Investment Management, LP5,717$2.99M0.27%013F-HRTimeline
LOWERY THOMAS, LLC5,712$2.98M1.46%-12113F-HRTimeline
Capital Advisors, Ltd. LLC5,699$2.98M0.3%013F-HRTimeline
TIAAgroup of 3 filers holding5,638$2.95M+934Timeline
ARVEST INVESTMENTS, INC.5,630$2.94M0.36%+38213F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP5,600$2.93M0.07%new13F-HRTimeline
PFG Investments, LLC5,583$2.92M0.11%-44213F-HRTimeline
EQUITABLE TRUST CO5,563$2.91M0.12%013F-HRTimeline
Atlas Private Wealth Advisors5,556$2.9M0.64%-1,25813F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co5,536$2.89M0.16%new13F-HRTimelineGroup
SBI Securities Co., Ltd.5,528$2.89M0.07%-15313F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC5,525$2.89M2.16%-14213F-HRTimeline
Madison Park Capital Advisors, LLC12,109$2.89M2.06%+6,68513F-HRTimeline
TOP Private Wealth LLC.5,524$2.89M2.77%13F-HRTimeline
Hudock, Inc.5,443$2.84M0.36%-2913F-HRTimeline
Cambridge Financial Group, LLC5,302$2.77M0.87%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,286$2.76M0.11%+24413F-HRTimelineGroup
FSM Wealth Advisors, LLC5,177$2.7M0.29%+413F-HRTimeline
DAVENPORT & Co LLC5,162$2.7M0.01%-8613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,074$2.65M0.13%+213F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC5,065$2.65M1.07%+6113F-HRTimeline
Intrepid Financial Planning Group LLC5,056$2.64M0.9%-9513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,054$2.64M0.06%new13F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp5,053$2.64M0.11%013F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.5,049$2.64M0.25%013F-HRTimeline
SMITH, MOORE & CO.5,048$2.64M0.17%+23213F-HRTimeline
American State Bank (Iowa)4,992$2.61M1.06%013F-HRTimeline
Net Worth Advisory Group4,911$2.57M0.65%+31213F-HRTimeline
ALLIANCEBERNSTEIN L.P.5,515$2.55M<0.01%+31213F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,842$2.53M0.04%-313F-HRTimeline
Lionsbridge Wealth Management LLC4,838$2.53M2.48%-23613F-HRTimeline
GreatBanc Trust CO4,740$2.48M1.54%013F-HRTimeline
Serenus Wealth Advisors, LLC4,737$2.47M0.43%-21313F-HRTimeline
Quadcap Wealth Management, LLC4,709$2.46M0.24%-14513F-HRTimeline
Sage Capital Management, LLC4,680$2.45M0.96%+50613F-HRTimeline
BLVD Private Wealth, LLC4,599$2.4M1.79%-5813F-HRTimeline
Gen-Wealth Partners Inc4,565$2.38M0.66%-23313F-HRTimeline
Second Half Financial Partners, LLC4,557$2.38M0.98%-3213F-HRTimeline
Vise Technologies, Inc.4,525$2.36M0.03%+2,44713F-HRTimeline
Marathon Wealth Advisors LLC4,464$2.33M0.8%-28913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,424$2.31M0.04%-14013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…4,406$2.31M0.06%-12813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,401$2.3M0.07%-17813F-HRTimelineGroup
Secure Asset Management, LLC4,398$2.3M0.32%-3313F-HRTimeline
Embree Financial Group4,340$2.27M0.23%+813F-HRTimeline
SCS Capital Management LLC4,324$2.26M0.02%-27013F-HRTimeline
SAXON INTERESTS, INC.4,306$2.25M0.62%+56513F-HRTimeline
Balboa Wealth Partners4,265$2.23M0.3%+1,78413F-HRTimeline
Arvest Bank Trust Division4,261$2.23M0.11%-7713F-HRTimeline
Golden State Wealth Management, LLC4,230$2.21M0.2%-11813F-HRTimeline
Connecticut Wealth Management, LLC4,209$2.2M0.08%+7613F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM4,206$2.2M0.15%-33713F-HRTimelineGroup
WealthBridge Capital Management, LLC4,175$2.18M0.43%013F-HRTimeline
Patton Albertson Miller Group, LLC4,165$2.18M0.22%013F-HRTimeline
Windsor Capital Management, LLC4,158$2.17M0.56%-22313F-HRTimeline
Apriem Advisors4,150$2.17M0.19%013F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …4,146$2.17M0.74%13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,122$2.15M0.01%-70713F-HRTimelineGroup
American Wealth Advisors, LLC4,065$2.12M1.99%+1113F-HRTimeline
Optivise Advisory Services LLC4,056$2.12M1.08%+21413F-HRTimeline
Coastwise Capital Group, LLC4,054$2.12M1.23%-5213F-HRTimeline
Triumph Capital Management4,050$2.12M0.38%-1913F-HRTimeline
Focus Financial Network, Inc.4,017$2.1M0.06%-2813F-HRTimeline
Ashford Advisors, LLC4,000$2.1M0.43%013F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC4,000$2.1M1.45%013F-HRTimeline
Gotham Asset Management, LLC3,982$2.08M<0.01%+89413F-HRTimeline
UPTICK PARTNERS, LLC3,956$2.07M0.32%+98513F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO3,951$2.06M0.11%013F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC3,950$2.06M1.06%13F-HRTimeline