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Disclosery

DIA STATE STR SPDR DOW JONES IND

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UT SER 1 (fund), issuer CIK 1041130

1,247 managers (1,257 13F filers) reported a position in DIA shares at 2025-03-31, 33,745,045 shares in all. 76 filers opened a position and 107 filers sold out during the quarter.

Managers
1,247
13F filers
1,257
New
76
Added
396
Reduced
432
Sold out
107
Shares held by filers
33,745,045

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
JOHNSON INVESTMENT COUNSEL INC14,282$6M0.06%-62113F-HRTimeline
Orion Porfolio Solutions, LLC14,051$5.9M0.06%+8,77013F-HRTimeline
Orion Portfolio Solutions, LLC14,051$5.9M0.06%+8,77013F-HR/ATimeline
CVFG LLC13,990$5.87M5.34%+18513F-HRTimeline
Thomist Capital Management, LP14,000$5.82M2.45%new13F-HRTimeline
Mission Creek Capital Partners, Inc.13,628$5.72M1.39%+1,32813F-HRTimeline
Fortis Group Advisors, LLC13,584$5.7M1.11%-1,23713F-HRTimeline
BIRINYI ASSOCIATES INC13,462$5.65M1.83%+313F-HRTimeline
Guardian Asset Advisors, LLC13,429$5.64M3.68%-3413F-HRTimeline
SUMMIT SECURITIES GROUP LLC13,282$5.58M3.87%-14,54613F-HRTimeline
Greenwich Wealth Management LLC13,257$5.57M0.42%-5913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC13,180$5.53M0.35%+33913F-HRTimeline
CWM, LLCin group CWM, LLC13,108$5.5M0.02%-1,01013F-HRTimelineGroup
Summit Asset Management, LLC13,095$5.5M0.95%-8213F-HRTimeline
Venture Visionary Partners LLC13,090$5.5M0.23%+213F-HRTimeline
Summit Financial, LLC12,984$5.45M0.15%+5,72013F-HRTimeline
COWA, LLC12,883$5.41M2.31%+1,42213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,659$5.32M0.01%-1,28313F-HRTimelineGroup
IFG Advisors, LLC12,632$5.3M1.02%+1213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,349$5.19M0.01%+8,60513F-HRTimelineGroup
MONTAG A & ASSOCIATES INC12,245$5.15M0.26%013F-HRTimeline
Saxony Capital Management, LLC12,175$5.11M4.49%+5,76213F-HRTimeline
Bay Rivers Group12,040$5.06M2.65%+6613F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.11,861$4.98M3.93%+26313F-HRTimeline
BRIGHTON JONES LLC11,854$4.98M0.16%-20013F-HRTimeline
Polymer Capital Management (HK) LTD11,850$4.98M0.86%+7,10013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,837$4.97M0.11%-109,13413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.11,746$4.93M0.14%-4,08713F-HRTimeline
Lakeshore Capital Group, Inc.11,632$4.88M4.71%+3,85713F-HRTimeline
NorthCoast Asset Management LLC11,576$4.86M0.02%-13513F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,488$4.82M0.3%+1,04613F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST11,450$4.81M0.53%-67113F-HRTimeline
Composition Wealth, LLC11,436$4.8M0.1%-7013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC11,430$4.8M0.07%+313F-HRTimeline
Main Street Financial Solutions, LLC11,428$4.8M0.42%+2,87113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC11,400$4.79M2.77%-1,00013F-HRTimeline
First Horizon Advisors, Inc.11,329$4.76M0.13%+3,75313F-HRTimeline
B. Riley Wealth Advisors, Inc.11,214$4.71M0.14%+65713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,097$4.66M0.14%+2,05613F-HRTimelineGroup
Narwhal Capital Management11,080$4.65M0.41%-213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding11,021$4.63M+267Timeline
INSIGNEO ADVISORY SERVICES, LLC11,004$4.62M0.48%-30513F-HRTimeline
AE Wealth Management LLC10,962$4.6M0.04%-17,38313F-HRTimeline
Tortoise Investment Management, LLC10,932$4.59M0.48%-20013F-HR/ATimeline
Northern Financial Advisors Inc10,862$4.56M3.77%+1113F-HRTimeline
Smith Anglin Financial, LLC10,826$4.55M0.48%-40413F-HRTimeline
HB Wealth Management, LLC10,729$4.51M0.04%+1,40713F-HRTimeline
Ayalon Insurance Comp Ltd.10,511$4.42M1.43%-1,99913F-HRTimeline
AtlasMark Financial, Inc10,400$4.37M4.05%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…10,299$4.32M1.65%+2213F-HRTimeline
Cresset Asset Management, LLC10,229$4.3M0.02%-5,50413F-HRTimeline
AlphaStar Capital Management, LLC10,178$4.27M0.43%+1,38813F-HRTimeline
Stelac Advisory Services LLC10,029$4.22M1.74%+1,30613F-HRTimeline
DRW Securities, LLC10,000$4.2M0.36%new13F-HRTimeline
Summit Wealth Partners, LLC9,949$4.18M0.85%+96713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP9,940$4.17M0.03%-5,77813F-HRTimelineGroup
Founders Financial Alliance, LLC9,894$4.15M1.01%+1,51813F-HRTimeline
Kovack Advisors, Inc.9,883$4.15M0.44%-20813F-HRTimeline
111 Capital9,816$4.12M0.8%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,691$4.07M0.22%+3,42413F-HR/ATimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …9,583$4.02M0.12%-5,50013F-HR/ATimelineGroup
NWAM LLC9,538$4M0.34%-1,88813F-HRTimeline
Tufton Capital Management9,467$3.98M0.77%+64113F-HRTimeline
Advisor Resource Council14,655$3.96M0.32%new13F-HRTimeline
Farther Finance Advisors, LLC9,409$3.95M0.1%+5,27813F-HRTimeline
KELLEHER FINANCIAL ADVISORS9,393$3.94M1.57%013F-HRTimeline
IEQ CAPITAL, LLC9,389$3.94M0.03%+4,78813F-HRTimeline
Arkadios Wealth Advisors9,377$3.94M0.15%+1,24613F-HRTimeline
PKS Advisory Services, LLC9,295$3.9M1.07%+31513F-HRTimeline
World Investment Advisors9,280$3.9M0.1%+2,13813F-HRTimeline
Western Wealth Management, LLC9,237$3.88M0.26%+1,53513F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …9,111$3.83M2.37%+15813F-HRTimeline
&PARTNERS9,159$3.81M0.04%+2,26613F-HRTimeline
NewEdge Wealth, LLC9,032$3.79M0.07%-2,99813F-HRTimeline
Compound Planning, Inc.8,983$3.77M0.17%+1,19413F-HRTimeline
Serenus Wealth Advisors, LLC8,938$3.75M0.62%+28713F-HRTimeline
Quantinno Capital Management LP8,929$3.75M0.02%+4,61013F-HRTimeline
RFG Advisory, LLC8,810$3.7M0.1%+3,53113F-HRTimeline
GARDA CAPITAL PARTNERS LP8,794$3.69M2.07%+7,68313F-HRTimeline
Capital Wealth Alliance, LLC8,753$3.68M2.2%-6913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,736$3.67M0.08%+28213F-HRTimelineGroup
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …8,695$3.65M0.47%new13F-HRTimelineGroup
IHT Wealth Management, LLC8,538$3.58M0.11%-1,18313F-HRTimeline
Balboa Wealth Partners8,495$3.57M0.86%+53413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,464$3.55M0.31%+4713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,458$3.55M0.05%+6513F-HRTimelineGroup
GFS Advisors, LLC8,441$3.54M0.71%-50713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,318$3.49M0.02%+1,13913F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,257$3.49M0.01%+413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\8,300$3.49M<0.01%-10513F-HRTimelineGroup
Sigma Planning Corp8,254$3.47M0.11%-1,69613F-HRTimeline
Fortune 45 LLC8,197$3.44M2.25%+3113F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC8,167$3.43M0.73%-39513F-HRTimeline
Asset Dedication, LLC8,059$3.38M0.27%013F-HRTimeline
Novak & Powell Financial Services, Inc.8,000$3.36M2.09%+7713F-HRTimeline
Robertson Stephens Wealth Management, L…7,928$3.34M0.12%-18,40313F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC7,933$3.33M2.69%+1,67213F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.7,784$3.27M0.96%-7813F-HRTimeline
WEDBUSH SECURITIES INC7,766$3.26M0.12%-26013F-HRTimeline
Autumn Glory Partners, LLC7,757$3.26M1.62%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC7,639$3.21M0.1%+17413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…7,588$3.19M0.32%-30813F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management7,583$3.18M0.1%-6,35313F-HRTimelineGroup
Wealthspire Advisors, LLC7,495$3.15M0.02%+1313F-HRTimeline
SCOTIA CAPITAL INC.7,482$3.14M0.02%+1,88513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,458$3.13M0.03%+1613F-HR/ATimelineGroup
Caldwell Trust Co7,390$3.1M0.33%-22213F-HRTimeline
MAI Capital Management7,326$3.08M0.02%+73813F-HRTimeline
Ausdal Financial Partners, Inc.7,188$3.02M0.23%+3,89613F-HRTimeline
Fingerlakes Wealth Management, Inc.7,161$3.01M2.56%-813F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.7,159$3.01M1.21%013F-HRTimeline
TrueWealth Advisors, LLC7,070$2.97M0.97%+10613F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,044$2.96M0.05%+10213F-HRTimelineGroup
PFG Advisors7,031$2.95M0.16%+6,24613F-HRTimeline
Wealthfront Advisers LLC6,996$2.94M0.01%+2913F-HRTimeline
Pinnacle Family Advisors, LLC6,971$2.93M1.59%+3,62813F-HRTimeline
JTC Employer Solutions Trustee Ltd6,868$2.88M0.24%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,818$2.87M0.02%-6,11913F-HRTimelineGroup
Eaton Financial Holdings Company, LLC6,758$2.84M1.18%-19213F-HRTimeline
Cambridge Financial Group, LLC6,773$2.83M1.2%+63813F-HRTimeline
Heritage Wealth Partners, LLC6,740$2.83M4.31%-3,99613F-HRTimeline
Greenfield Savings Bank6,678$2.8M1.38%+19613F-HRTimeline
ARVEST INVESTMENTS, INC.6,633$2.79M0.44%+32913F-HRTimeline
Quantbot Technologies LP6,594$2.77M0.09%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,583$2.76M0.01%-64313F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC6,548$2.75M0.22%+2713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,385$2.68M0.19%-6,94113F-HRTimeline
FSC Wealth Advisors, LLC6,376$2.68M1.76%013F-HRTimeline
LOWERY THOMAS, LLC6,358$2.67M1.83%+77713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,021$2.67M0.01%-1,17413F-HR/ATimelineGroup
Sunbelt Securities, Inc.6,342$2.66M0.24%+31813F-HRTimeline
SBI Securities Co., Ltd.6,276$2.64M0.09%+29613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…6,204$2.61M0.05%+25213F-HRTimelineGroup
Objective Capital Management, LLC6,153$2.58M3.3%+5113F-HRTimeline
BigSur Wealth Management LLC6,120$2.57M0.7%-8413F-HRTimeline
DAVENPORT & Co LLC6,125$2.57M0.02%-24813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC6,098$2.56M0.4%new13F-HRTimeline
Prostatis Group LLC6,065$2.55M0.8%-35,91413F-HRTimeline
MYDA Advisors LLC6,000$2.52M0.89%-12,00013F-HRTimeline
Keystone Financial Group5,938$2.49M0.25%-91813F-HRTimeline
St. Clair Advisors, LLC5,869$2.46M0.69%013F-HRTimeline
Crumly & Associates Inc.5,844$2.45M0.68%013F-HRTimeline
Armstrong, Fleming & Moore, Inc5,843$2.45M2.97%new13F-HRTimeline
Fiduciary Alliance LLC5,835$2.45M0.24%-1,37313F-HRTimeline
Waverly Advisors, LLC5,741$2.41M0.03%+54513F-HRTimeline
Miller Investment Management, LP5,717$2.4M0.27%013F-HRTimeline
Capital Advisors, Ltd. LLC5,699$2.39M0.32%013F-HRTimeline
Hudock, Inc.5,678$2.38M0.42%-44513F-HRTimeline
SCS Capital Management LLC5,659$2.38M0.03%new13F-HR/ATimeline
EQUITABLE TRUST CO5,646$2.37M0.13%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,849$2.35M0.25%+1,44713F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management5,384$2.26M0.01%-54813F-HRTimelineGroup
Dynamic Advisor Solutions LLC5,297$2.22M0.07%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,269$2.21M0.05%-3913F-HRTimeline
Moors & Cabot, Inc.5,267$2.21M0.11%+80913F-HRTimeline
Madison Park Capital Advisors, LLC5,266$2.21M1.94%+13813F-HRTimeline
Union Bancaire Privee, UBP SA5,436$2.21M0.04%-3,42813F-HRTimeline
Graves Light Lenhart Wealth, Inc.5,254$2.21M0.27%+113F-HRTimeline
BluePointe Capital Management, LLC5,222$2.2M0.84%+2,21613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,229$2.2M0.11%+2,19313F-HRTimelineGroup
CW Advisors, LLC5,189$2.18M0.03%+32213F-HRTimeline
Intrepid Financial Planning Group LLC5,190$2.18M1.01%+113F-HRTimeline
Apexium Financial, LP5,179$2.17M0.13%+4013F-HRTimeline
Point72 (DIFC) Ltd5,176$2.17M0.21%-2,52613F-HRTimeline
VestGen Advisors, LLC5,165$2.17M0.1%13F-HRTimeline
TD Asset Management Inc5,140$2.16M<0.01%-43413F-HRTimeline
Arvest Bank Trust Division5,122$2.15M0.14%+17213F-HRTimeline
Quadcap Wealth Management, LLC5,098$2.14M0.31%-24513F-HRTimeline
Merit Financial Group, LLC5,070$2.13M0.03%+10513F-HRTimeline
Bluespring Wealth Management, LLC5,055$2.13M0.22%-15613F-HRTimeline
Kaizen Financial Strategies5,039$2.12M1.22%+52413F-HRTimeline
PFG Investments, LLC5,038$2.12M0.14%+10013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,032$2.11M0.1%-17613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,994$2.1M<0.01%+96313F-HRTimelineGroup
American State Bank (Iowa)4,992$2.1M1.26%013F-HRTimeline
RMR Wealth Builders4,967$2.09M0.22%-22013F-HRTimeline
Lionsbridge Wealth Management LLC4,952$2.08M1.85%+2,00713F-HRTimeline
Gen-Wealth Partners Inc4,918$2.06M0.86%+1,47913F-HRTimeline
Advisory Alpha, LLC4,899$2.06M0.07%-18713F-HR/ATimeline
TWO SIGMA SECURITIES, LLC4,892$2.05M0.31%new13F-HRTimeline
Sharper & Granite LLC4,880$2.05M0.85%+49513F-HRTimeline
Strategic Blueprint, LLC4,867$2.04M0.11%+1,08013F-HRTimeline
FSM Wealth Advisors, LLC4,845$2.03M0.46%+1,41713F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,840$2.03M0.15%-3813F-HRTimelineGroup
CHOREO, LLC4,809$2.02M0.03%+30513F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM4,789$2.01M0.29%+713F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC4,783$2.01M1.37%+613F-HRTimeline
Windsor Capital Management, LLC4,754$2M0.61%-38713F-HRTimeline
Secure Asset Management, LLC4,751$1.99M0.4%+36913F-HRTimeline
Second Half Financial Partners, LLC4,745$1.99M0.99%-8513F-HRTimeline
Mill Creek Capital Advisors, LLC4,693$1.97M0.05%013F-HRTimeline
Brookwood Investment Group LLC4,683$1.97M0.34%13F-HRTimeline
1ST SOURCE BANK4,633$1.95M0.11%+4013F-HRTimeline
Larson Financial Group LLC4,586$1.93M0.09%+2,04313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC4,541$1.91M0.26%013F-HRTimeline
Focus Financial Network, Inc.4,541$1.91M0.08%-36113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,524$1.9M0.04%013F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,501$1.89M0.48%+2113F-HRTimelineGroup
COUNTRY CLUB BANK4,554$1.89M0.13%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,489$1.88M0.19%+50113F-HR/ATimeline