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Disclosery

DIA STATE STR SPDR DOW JONES IND

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UT SER 1 (fund), issuer CIK 1041130

1,285 managers (1,297 13F filers) reported a position in DIA shares at 2024-12-31, 35,589,834 shares in all. 96 filers opened a position and 54 filers sold out during the quarter.

Managers
1,285
13F filers
1,297
New
96
Added
448
Reduced
338
Sold out
54
Shares held by filers
35,589,834

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …15,083$6.42M0.18%+5,50013F-HRTimelineGroup
D.A. DAVIDSON & CO.15,040$6.4M0.05%+2,21213F-HRTimeline
Intergy Private Wealth, LLC14,999$6.38M2.38%+11613F-HRTimeline
Fourth Dimension Wealth, LLC14,974$6.37M3.32%13F-HRTimeline
Bremer Bank National Association14,934$6.35M1.26%-2313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC14,903$6.34M0.06%-1,44213F-HRTimeline
Iowa State Bank14,870$6.33M1.32%013F-HRTimeline
Curtis Advisory Group, LLC14,860$6.32M1.67%-11013F-HRTimeline
Fortis Group Advisors, LLC14,821$6.31M1.17%+1,62413F-HRTimeline
Frank, Rimerman Advisors LLC14,604$6.21M0.45%+14913F-HRTimeline
Marex Group Ltdin group Marex Group Ltd14,368$6.11M0.1%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC14,118$6.01M0.02%+7,56613F-HRTimelineGroup
Alexis Investment Partners, LLC13,977$5.95M2.91%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,942$5.93M0.01%+38513F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management13,936$5.93M0.18%+6,48513F-HRTimelineGroup
RPS ADVISORY SOLUTIONS LLC13,921$5.92M3.69%new13F-HRTimeline
CVFG LLC13,805$5.87M5.36%13F-HRTimeline
CoreCap Advisors, LLC13,585$5.78M0.26%+11,67413F-HRTimeline
LM Advisors LLC13,479$5.75M1.03%+26113F-HR/ATimeline
Guardian Asset Advisors, LLC13,463$5.73M3.68%-1,89413F-HRTimeline
BIRINYI ASSOCIATES INC13,459$5.73M1.58%-113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC13,326$5.67M0.41%+6,64713F-HRTimeline
Greenwich Wealth Management LLC13,316$5.67M0.4%-413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…12,796$5.65M0.32%+23613F-HRTimeline
Summit Asset Management, LLC13,177$5.61M0.99%-7213F-HRTimeline
Venture Visionary Partners LLC13,088$5.57M0.24%+2513F-HR/ATimeline
ADVISORS MANAGEMENT GROUP INC /ADV13,048$5.55M1.31%+1713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,937$5.52M0.03%-1,29113F-HRTimelineGroup
COWA, LLC11,461$5.51M2.54%-1,52713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC12,841$5.46M0.33%+2213F-HRTimeline
IFG Advisors, LLC12,620$5.37M1.07%-7813F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC12,620$5.37M0.01%-40,42513F-HRTimelineGroup
Ayalon Insurance Comp Ltd.12,510$5.33M1.65%+30513F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC12,400$5.28M2.92%013F-HRTimeline
Mission Creek Capital Partners, Inc.12,300$5.23M1.14%-10113F-HRTimeline
MONTAG A & ASSOCIATES INC12,245$5.23M0.25%013F-HRTimeline
Integrated Advisors Network LLC12,256$5.21M0.25%+4,14013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST12,121$5.16M0.58%-28413F-HRTimeline
BRIGHTON JONES LLC12,054$5.13M0.15%+1,11613F-HR/ATimeline
NewEdge Wealth, LLC12,030$5.12M0.09%+8,03513F-HRTimeline
Bay Rivers Group11,974$5.09M2.47%+8713F-HRTimeline
NorthCoast Asset Management LLC11,711$4.98M0.02%+79113F-HR/ATimeline
LITTLEJOHN FINANCIAL SERVICES, INC.11,598$4.94M4.42%13F-HRTimeline
Composition Wealth, LLC11,506$4.9M0.1%+313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC11,427$4.86M0.07%+313F-HRTimeline
NWAM LLC11,426$4.86M0.3%+16613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC11,309$4.81M0.5%+71713F-HRTimeline
Smith Anglin Financial, LLC11,230$4.78M0.45%-38013F-HRTimeline
Tortoise Investment Management, LLC11,132$4.74M0.5%-18713F-HR/ATimeline
Narwhal Capital Management11,082$4.72M0.42%+213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,005$4.68M0.35%new13F-HRTimeline
Northern Financial Advisors Inc10,851$4.62M3.69%-1,34013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding10,754$4.58M+818Timeline
Heritage Wealth Partners, LLC10,736$4.57M5.73%+97613F-HRTimeline
B. Riley Wealth Advisors, Inc.10,557$4.51M0.15%-1,38613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,442$4.44M0.28%+51013F-HRTimelineGroup
Sharp Wealth Advisory, LLC10,406$4.43M3.36%new13F-HRTimeline
AtlasMark Financial, Inc10,400$4.43M4.07%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…10,277$4.37M1.57%+2,71813F-HRTimeline
Kovack Advisors, Inc.10,091$4.29M0.42%+2,70213F-HRTimeline
Sigma Planning Corp9,950$4.23M0.13%+1,65613F-HRTimeline
IHT Wealth Management, LLC9,721$4.14M0.13%-9013F-HRTimeline
KELLEHER FINANCIAL ADVISORS9,393$4M1.51%013F-HRTimeline
HB Wealth Management, LLC9,322$3.97M0.04%-8913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,253$3.94M0.01%-27813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,041$3.85M0.12%+2,32213F-HRTimelineGroup
Summit Wealth Partners, LLC8,982$3.82M0.78%-3013F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …8,953$3.81M2.23%+4313F-HRTimeline
PKS Advisory Services, LLC8,980$3.81M0.95%13F-HRTimeline
GFS Advisors, LLC8,948$3.81M0.58%-36913F-HRTimeline
Tufton Capital Management8,826$3.76M0.71%-14313F-HRTimeline
Capital Wealth Alliance, LLC8,822$3.75M2.13%+22913F-HRTimeline
Belpointe Asset Management LLC9,014$3.75M0.23%-7,18113F-HRTimeline
AlphaStar Capital Management, LLC8,790$3.74M0.39%+65713F-HRTimeline
Stelac Advisory Services LLC8,723$3.72M1.45%-11413F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC8,699$3.7M0.74%new13F-HRTimeline
Serenus Wealth Advisors, LLC8,651$3.68M0.64%13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA8,629$3.67M0.01%-64213F-HR/ATimelineGroup
SCHNIEDERS CAPITAL MANAGEMENT LLC8,562$3.64M0.72%-12013F-HRTimeline
Main Street Financial Solutions, LLC8,557$3.64M0.36%+30313F-HRTimeline
Union Bancaire Privee, UBP SA8,864$3.62M0.06%13F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,454$3.6M0.08%-46513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\8,405$3.58M<0.01%-32513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management8,393$3.57M0.05%-23813F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,417$3.57M0.3%-3,393,77213F-HRTimeline
Founders Financial Alliance, LLC8,376$3.56M0.98%+3213F-HRTimeline
Harvest Investment Services, LLC8,375$3.56M0.87%+3,78413F-HRTimeline
Fortune 45 LLC8,166$3.48M2.27%+2213F-HRTimeline
Arkadios Wealth Advisors8,131$3.46M0.19%-30113F-HRTimeline
Asset Dedication, LLC8,059$3.43M0.27%+2,31813F-HRTimeline
WEDBUSH SECURITIES INC8,026$3.42M0.12%-2,40313F-HRTimeline
Balboa Wealth Partners7,961$3.39M0.77%+3,65613F-HRTimeline
Novak & Powell Financial Services, Inc.7,923$3.37M2.01%-54413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…7,896$3.36M0.33%-15913F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.7,862$3.35M1%+13613F-HRTimeline
Compound Planning, Inc.7,789$3.31M0.17%+83313F-HRTimeline
Lakeshore Capital Group, Inc.7,775$3.31M5%13F-HRTimeline
Autumn Glory Partners, LLC7,757$3.3M1.62%013F-HRTimeline
Western Wealth Management, LLC7,702$3.28M0.21%+7713F-HR/ATimeline
Point72 (DIFC) Ltd7,702$3.28M0.3%new13F-HRTimeline
Caldwell Trust Co7,612$3.24M0.34%-20413F-HRTimeline
First Horizon Advisors, Inc.7,576$3.22M0.09%+91313F-HRTimeline
Wealthspire Advisors, LLC7,482$3.18M0.03%+60913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC7,465$3.18M0.09%+12213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,195$3.17M0.01%+1,11713F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC7,442$3.17M0.02%-52113F-HRTimelineGroup
Paloma Partners Management Coin group Paloma Partners Management Co7,417$3.16M0.21%-18,67013F-HRTimelineGroup
Vivid Wealth Management, LLC7,293$3.1M1.57%-9613F-HRTimeline
Summit Financial, LLC7,264$3.1M0.11%+20913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,226$3.07M0.01%-4913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,179$3.07M0.01%+2,70613F-HRTimelineGroup
Fiduciary Alliance LLC7,208$3.07M0.31%+48813F-HRTimeline
Fingerlakes Wealth Management, Inc.7,169$3.05M2.46%-1213F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.7,159$3.05M1.23%013F-HRTimeline
World Investment Advisors7,142$3.04M0.08%+13613F-HRTimeline
Wealthfront Advisers LLC6,967$2.96M0.01%+2,34313F-HR/ATimeline
TrueWealth Advisors, LLC6,964$2.96M0.99%+7413F-HRTimeline
SignalPoint Asset Management, LLC6,962$2.96M0.72%+10813F-HRTimeline
Eaton Financial Holdings Company, LLC6,950$2.96M1.14%-7413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.6,942$2.95M0.03%-14613F-HR/ATimelineGroup
&PARTNERS6,893$2.94M0.04%+1,99513F-HRTimeline
JTC Employer Solutions Trustee Ltd6,868$2.92M0.21%-11313F-HRTimeline
Keystone Financial Group6,856$2.92M0.29%-10213F-HRTimeline
MOON CAPITAL MANAGEMENT LPin group MOON CAPITAL MANAGEMENT LP6,773$2.88M2.19%new13F-HRTimelineGroup
MAI Capital Management6,588$2.8M0.02%+49013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC6,521$2.77M0.22%-11013F-HRTimeline
NAPA WEALTH MANAGEMENT6,491$2.76M1.19%new13F-HRTimeline
Greenfield Savings Bank6,482$2.76M1.32%+52913F-HRTimeline
Coastwise Capital Group, LLC6,482$2.76M2.2%+5213F-HRTimeline
Saxony Capital Management, LLC6,413$2.73M2.4%new13F-HRTimeline
FSC Wealth Advisors, LLC6,376$2.71M1.75%013F-HRTimeline
DAVENPORT & Co LLC6,373$2.71M0.02%+29913F-HRTimeline
ARVEST INVESTMENTS, INC.6,304$2.68M0.43%+17713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,267$2.67M0.15%-54713F-HR/ATimelineGroup
PARAGON CAPITAL MANAGEMENT INC6,261$2.66M2.08%new13F-HRTimeline
BigSur Wealth Management LLC6,204$2.65M0.76%013F-HRTimeline
Cambridge Financial Group, LLC6,135$2.61M1.12%-31713F-HRTimeline
Hudock, Inc.6,123$2.61M0.46%-98113F-HRTimeline
Objective Capital Management, LLC6,102$2.6M1.74%+313F-HRTimeline
GROUP ONE TRADING LLC6,039$2.57M0.09%+15013F-HR/ATimeline
Sunbelt Securities, Inc.6,024$2.56M0.23%-3313F-HRTimeline
SBI Securities Co., Ltd.5,980$2.54M0.08%13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,952$2.53M0.05%-9613F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.5,947$2.53M<0.01%-29313F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management5,932$2.52M0.01%+2,22813F-HRTimelineGroup
Foundations Investment Advisors, LLC5,926$2.52M0.05%+3,27713F-HRTimeline
St. Clair Advisors, LLC5,869$2.5M0.72%-8213F-HRTimeline
Crumly & Associates Inc.5,844$2.49M0.68%013F-HRTimeline
Empowered Funds, LLC5,808$2.47M0.04%new13F-HRTimeline
Miller Investment Management, LP5,717$2.43M0.27%013F-HRTimeline
Capital Advisors, Ltd. LLC5,699$2.42M0.31%013F-HRTimeline
EQUITABLE TRUST CO5,646$2.4M0.13%new13F-HRTimeline
NWF Advisory Services Inc.5,611$2.39M0.35%-1,26113F-HRTimeline
Triumph Capital Management5,614$2.39M0.82%-2313F-HRTimeline
SCOTIA CAPITAL INC.5,597$2.38M0.01%+27113F-HRTimeline
LOWERY THOMAS, LLC5,581$2.37M1.55%-7413F-HRTimeline
TD Asset Management Inc5,574$2.37M<0.01%+60413F-HRTimeline
Asset Allocation Strategies LLC5,242$2.33M0.56%-24413F-HRTimeline
Quadcap Wealth Management, LLC5,343$2.27M0.33%+96213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,308$2.26M0.05%+20213F-HRTimeline
Orion Porfolio Solutions, LLC5,281$2.25M0.02%+1,14713F-HRTimeline
Orion Portfolio Solutions, LLC5,281$2.25M0.02%+1,14713F-HRTimeline
RFG Advisory, LLC5,279$2.25M0.06%+1,30813F-HRTimeline
Edge Capital Group, LLC157$2.24M0.11%-5,10213F-HRTimeline
Graves Light Lenhart Wealth, Inc.5,253$2.24M0.28%+113F-HRTimeline
Bluespring Wealth Management, LLC5,211$2.22M0.23%-36013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,208$2.22M0.15%013F-HRTimelineGroup
Waverly Advisors, LLC5,196$2.21M0.03%+1,24513F-HRTimeline
Intrepid Financial Planning Group LLC5,189$2.21M0.93%+55513F-HRTimeline
RMR Wealth Builders5,187$2.21M0.23%-9013F-HR/ATimeline
Edgestream Partners, L.P.5,175$2.2M0.09%-5,04213F-HRTimeline
GWN SECURITIES INC.4,958$2.2M0.59%13F-HRTimeline
Windsor Capital Management, LLC5,141$2.19M0.65%-18313F-HRTimeline
Apexium Financial, LP5,139$2.19M0.13%013F-HRTimeline
Madison Park Capital Advisors, LLC5,128$2.18M1.74%-12013F-HRTimeline
Advisory Alpha, LLC5,086$2.16M0.08%+8713F-HRTimeline
American State Bank (Iowa)4,992$2.12M1.28%013F-HRTimeline
Merit Financial Group, LLC4,965$2.11M0.04%+28713F-HRTimeline
Arvest Bank Trust Division4,950$2.11M0.13%-71813F-HRTimeline
PFG Investments, LLC4,938$2.1M0.13%+54313F-HRTimeline
Focus Financial Network, Inc.4,902$2.09M0.08%-3513F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP4,900$2.08M0.07%-1,10013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,878$2.08M0.15%-37213F-HRTimelineGroup
CW Advisors, LLC4,867$2.07M0.03%+1,91013F-HRTimeline
Second Half Financial Partners, LLC4,830$2.06M1%-4513F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM4,782$2.04M0.33%+3313F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC4,777$2.03M1.4%+2913F-HRTimeline
SYNOVUS FINANCIAL CORP4,766$2.03M0.03%-3,03413F-HRTimeline
Polymer Capital Management (HK) LTD4,750$2.02M0.35%+4,20013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,748$2.02M0.06%+86213F-HRTimelineGroup
CERTUITY, LLC4,726$2.01M0.22%-6,53313F-HRTimeline
Mill Creek Capital Advisors, LLC4,693$2M0.05%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,670$1.99M0.05%-12613F-HRTimeline
IEQ CAPITAL, LLC4,601$1.96M0.02%-14813F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,402$1.96M0.2%new13F-HRTimeline
1ST SOURCE BANK4,593$1.95M0.11%new13F-HRTimeline
Gray Wealth Management Inc.4,572$1.95M0.74%+213F-HRTimeline
COUNTRY CLUB BANK4,554$1.94M0.13%-20313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC4,541$1.94M0.26%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,524$1.92M0.04%+2213F-HRTimelineGroup