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Disclosery

DIA STATE STR SPDR DOW JONES IND

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UT SER 1 (fund), issuer CIK 1041130

1,269 managers (1,280 13F filers) reported a position in DIA shares at 2025-06-30, 32,152,859 shares in all. 101 filers opened a position and 83 filers sold out during the quarter.

Managers
1,269
13F filers
1,280
New
101
Added
406
Reduced
408
Sold out
83
Shares held by filers
32,152,859

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Bay Rivers Group12,196$5.37M2.46%+15613F-HRTimeline
Arkadios Wealth Advisors12,118$5.34M0.16%+2,74113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,093$5.33M0.34%+60513F-HRTimelineGroup
BIRINYI ASSOCIATES INC12,061$5.32M1.55%-1,40113F-HRTimeline
Polymer Capital Management (HK) LTD11,850$5.22M0.82%013F-HRTimeline
NorthCoast Asset Management LLC11,732$5.17M0.02%+15613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC11,550$5.09M0.44%+54613F-HRTimeline
World Investment Advisors11,516$5.08M0.12%+2,23613F-HRTimeline
Kovack Advisors, Inc.11,515$5.07M0.5%+1,63213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding11,503$5.07M+482Timeline
MONETA GROUP INVESTMENT ADVISORS LLC11,493$5.06M0.06%+6313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,480$5.06M0.13%+38313F-HRTimelineGroup
Sigma Planning Corp11,457$5.05M0.15%+3,20313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST11,450$5.05M0.52%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.11,415$5.03M0.02%-27,22513F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC11,400$5.02M2.52%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,365$5.01M0.01%-1,29413F-HRTimelineGroup
USA FINANCIAL FORMULAS11,326$4.99M0.85%-279,30013F-HRTimeline
NWAM LLC11,143$4.92M0.29%+1,60513F-HR/ATimeline
First Horizon Advisors, Inc.11,114$4.9M0.13%-21513F-HRTimeline
Narwhal Capital Management11,080$4.88M0.39%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…10,989$4.84M1.74%+69013F-HRTimeline
Northern Financial Advisors Inc10,833$4.77M3.58%-2913F-HRTimeline
Compound Planning, Inc.10,782$4.75M0.18%+1,79913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding10,720$4.72M-7,950Timeline
Venture Visionary Partners LLC10,630$4.68M0.18%-2,46013F-HRTimeline
BRIGHTON JONES LLC10,569$4.66M0.13%-1,28513F-HRTimeline
Ayalon Insurance Comp Ltd.10,511$4.64M1.34%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,522$4.64M0.32%-2,65813F-HRTimeline
Tortoise Investment Management, LLC10,502$4.63M0.44%-43013F-HRTimeline
AtlasMark Financial, Inc10,400$4.58M3.49%013F-HRTimeline
Clear Creek Financial Management, LLC10,351$4.56M0.43%-60,26813F-HRTimeline
HARBOUR INVESTMENTS, INC.10,319$4.55M0.12%-1,42713F-HRTimeline
Quantinno Capital Management LP10,288$4.53M0.02%+1,35913F-HRTimeline
Reyes Financial Architecture, Inc.10,278$4.53M3.91%+10,12813F-HRTimeline
Cresset Asset Management, LLC10,208$4.51M0.02%-2113F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,227$4.51M0.09%-1,61013F-HRTimelineGroup
Lakeshore Capital Group, Inc.10,153$4.47M3.97%-1,47913F-HRTimeline
Founders Financial Alliance, LLC10,122$4.46M1.01%+22813F-HRTimeline
NewEdge Wealth, LLC10,117$4.45M0.07%+1,08513F-HRTimeline
Stelac Advisory Services LLC10,059$4.44M1.69%+3013F-HRTimeline
PKS Advisory Services, LLC10,054$4.43M1.13%+75913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,000$4.41M0.01%new13F-HRTimeline
SummitTX Capital, L.P.9,955$4.39M0.19%new13F-HRTimeline
DMKC Advisory Services, LLC9,828$4.38M2.29%new13F-HRTimeline
CWM, LLCin group CWM, LLC9,796$4.32M0.02%-3,31213F-HRTimelineGroup
Fortis Group Advisors, LLC9,686$4.27M0.78%-3,89813F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …9,583$4.22M0.12%013F-HRTimelineGroup
Smith Anglin Financial, LLC9,466$4.17M0.38%-1,36013F-HRTimeline
KELLEHER FINANCIAL ADVISORS9,393$4.14M1.44%013F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …9,281$4.09M2.38%+17013F-HRTimeline
AlphaStar Capital Management, LLC9,199$4.05M0.28%-97913F-HRTimeline
GWN SECURITIES INC.9,184$4.05M0.75%-50,44513F-HRTimeline
Dynamic Advisor Solutions LLC9,176$4.04M0.12%+3,87913F-HRTimeline
Advisory Services Network, LLC9,022$3.98M0.06%-11,71613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,030$3.98M0.32%+56613F-HRTimeline
Tufton Capital Management9,011$3.97M0.75%-45613F-HRTimeline
Serenus Wealth Advisors, LLC8,927$3.93M0.67%-1113F-HRTimeline
Capital Wealth Alliance, LLC8,740$3.85M2.07%-1313F-HRTimeline
PFG Advisors8,738$3.85M0.18%+1,70713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,573$3.78M0.05%+11513F-HRTimelineGroup
Ausdal Financial Partners, Inc.8,541$3.76M0.25%+1,35313F-HRTimeline
HB Wealth Management, LLC8,510$3.75M0.03%-2,21913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,456$3.73M<0.01%+15613F-HRTimelineGroup
Western Wealth Management, LLC8,449$3.72M0.22%-78813F-HRTimeline
GFS Advisors, LLC8,401$3.7M0.51%-4013F-HRTimeline
SCOTIA CAPITAL INC.8,320$3.67M0.02%+83813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,295$3.66M0.01%-96213F-HRTimelineGroup
Fortune 45 LLC8,199$3.61M2.08%+213F-HRTimeline
Lewis Asset Management, LLC8,155$3.59M1.69%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,152$3.59M0.25%+1,60413F-HRTimeline
Orion Porfolio Solutions, LLC8,137$3.59M0.03%-5,91413F-HR/ATimeline
Asset Dedication, LLC8,059$3.55M0.26%013F-HRTimeline
Integrated Advisors Network LLC8,039$3.54M0.16%-17,77113F-HRTimeline
Novak & Powell Financial Services, Inc.8,004$3.53M2.45%+413F-HRTimeline
RPS ADVISORY SOLUTIONS LLC7,812$3.44M1.89%+7,25513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,799$3.44M0.02%+34113F-HR/ATimelineGroup
PARAGON CAPITAL MANAGEMENT INC7,773$3.43M2.61%-16013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.7,771$3.42M0.93%-1313F-HRTimeline
Man Group plcin group Man Group plc7,768$3.42M0.01%new13F-HRTimelineGroup
SCHNIEDERS CAPITAL MANAGEMENT LLC7,743$3.41M0.6%-42413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC7,700$3.39M0.09%+6113F-HRTimeline
Autumn Glory Partners, LLC7,606$3.35M1.57%-15113F-HRTimeline
Wealthspire Advisors, LLC7,462$3.29M0.02%-3313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…7,461$3.29M0.05%+1,25713F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…7,448$3.28M0.3%-14013F-HRTimelineGroup
RFG Advisory, LLC7,422$3.27M0.08%-1,38813F-HRTimeline
WEDBUSH SECURITIES INC7,399$3.26M0.11%-36713F-HRTimeline
Saxony Capital Management, LLC7,318$3.22M2.47%-4,85713F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …7,948$3.22M0.43%-74713F-HRTimelineGroup
Caldwell Trust Co7,290$3.21M0.32%-10013F-HRTimeline
Greenfield Savings Bank7,290$3.21M1.46%+61213F-HRTimeline
Wealthfront Advisers LLC7,284$3.21M0.01%+28813F-HRTimeline
TrueWealth Advisors, LLC7,267$3.2M0.95%+19713F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.7,159$3.15M1.25%013F-HRTimeline
Fingerlakes Wealth Management, Inc.7,083$3.12M2.33%-7813F-HRTimeline
CENTAURUS FINANCIAL, INC.7,073$3.12M0.18%-20,40913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,052$3.11M0.01%-1,26613F-HRTimelineGroup
ARVEST INVESTMENTS, INC.6,963$3.07M0.46%+33013F-HRTimeline
JTC Employer Solutions Trustee Ltd6,868$3.03M0.29%013F-HRTimeline
IHT Wealth Management, LLC6,815$3M0.08%-1,72313F-HRTimeline
Headlands Technologies LLC6,559$2.89M0.35%+3,92713F-HRTimeline
MAI Capital Management6,346$2.8M0.02%-98013F-HRTimeline
SBI Securities Co., Ltd.6,308$2.78M0.08%+3213F-HRTimeline
Cambridge Financial Group, LLC6,301$2.78M1.04%-47213F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC6,297$2.77M0.33%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,261$2.76M0.18%+3,08413F-HR/ATimeline
B. Riley Wealth Advisors, Inc.6,255$2.76M0.13%-4,95913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,228$2.75M0.13%-3,46313F-HRTimelineGroup
LOWERY THOMAS, LLC6,215$2.74M1.75%-14313F-HRTimeline
FSC Wealth Advisors, LLC6,202$2.73M1.72%-17413F-HR/ATimeline
Objective Capital Management, LLC6,156$2.71M3.05%+313F-HRTimeline
BigSur Wealth Management LLC6,120$2.7M0.68%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,108$2.69M0.21%-27713F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC6,088$2.69M0.33%+1,54713F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC6,098$2.69M0.38%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,934$2.62M0.34%+2,18613F-HRTimeline
St. Clair Advisors, LLC5,869$2.59M0.68%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,849$2.59M0.24%013F-HRTimeline
Crumly & Associates Inc.5,844$2.58M0.63%013F-HRTimeline
Sunbelt Securities, Inc.6,024$2.56M0.23%-31813F-HRTimeline
Fiduciary Alliance LLC5,795$2.55M0.19%-4013F-HRTimeline
True Freedom Investing, LLC5,748$2.53M1%13F-HRTimeline
Waverly Advisors, LLC5,742$2.53M0.03%+113F-HRTimeline
Miller Investment Management, LP5,717$2.52M0.26%013F-HRTimeline
Hudock, Inc.5,705$2.51M0.4%+2713F-HRTimeline
Capital Advisors, Ltd. LLC5,699$2.51M0.31%013F-HRTimeline
EQUITABLE TRUST CO5,686$2.51M0.12%+4013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP5,650$2.49M<0.01%new13F-HRTimelineGroup
Keystone Financial Group5,581$2.46M0.22%-35713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,578$2.46M0.01%-1,00513F-HRTimelineGroup
DAVENPORT & Co LLC5,494$2.42M0.01%-63113F-HRTimeline
SUMMIT SECURITIES GROUP LLC5,485$2.42M0.86%-7,79713F-HRTimeline
BLVD Private Wealth, LLC5,442$2.4M2.26%13F-HRTimeline
IEQ CAPITAL, LLC5,392$2.38M0.01%-3,99713F-HRTimeline
Brookwood Investment Group LLC5,340$2.35M0.38%+65713F-HRTimeline
CHOREO, LLC5,323$2.35M0.03%+51413F-HRTimeline
Madison Park Capital Advisors, LLC5,301$2.34M1.97%+3513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,261$2.32M0.21%+77213F-HR/ATimeline
Advisor Resource Council5,235$2.31M1.13%-9,42013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC5,221$2.3M1.18%+43813F-HRTimeline
Intrepid Financial Planning Group LLC5,176$2.28M0.96%-1413F-HRTimeline
Apexium Financial, LP5,169$2.28M0.12%-1013F-HRTimeline
Moors & Cabot, Inc.5,156$2.27M0.11%-11113F-HRTimeline
FSM Wealth Advisors, LLC5,098$2.26M0.37%+25313F-HRTimeline
Quadcap Wealth Management, LLC5,103$2.25M0.29%+513F-HRTimeline
Bluespring Wealth Management, LLC5,085$2.25M0.21%+3013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,089$2.24M0.15%+1,03513F-HRTimeline
Gen-Wealth Partners Inc5,065$2.23M0.86%+14713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,032$2.22M0.1%013F-HRTimelineGroup
Modern Wealth Management, LLC5,019$2.21M0.05%-202,70913F-HR/ATimeline
American State Bank (Iowa)4,992$2.2M1.22%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.4,934$2.17M0.04%-2,11013F-HRTimelineGroup
Sharper & Granite LLC4,880$2.17M0.82%013F-HRTimeline
Balboa Wealth Partners4,910$2.16M0.43%-3,58513F-HRTimeline
Advisory Alpha, LLC4,907$2.16M0.07%+813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,903$2.16M<0.01%-9113F-HRTimelineGroup
CW Advisors, LLC4,900$2.16M0.02%-28913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,897$2.16M0.05%+1,17413F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,875$2.15M0.05%-3,86113F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM4,835$2.13M0.29%+4613F-HRTimelineGroup
RMR Wealth Builders4,828$2.13M0.19%-13913F-HRTimeline
Focus Financial Network, Inc.4,797$2.11M0.08%+25613F-HRTimeline
ALLIANCEBERNSTEIN L.P.4,785$2.11M<0.01%+1,14313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,767$2.1M0.14%-7313F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding4,752$2.09M+2,318Timeline
Net Worth Advisory Group4,717$2.08M0.46%+2,53813F-HRTimeline
Robertson Stephens Wealth Management, L…4,699$2.08M0.07%-3,22913F-HRTimeline
Second Half Financial Partners, LLC4,702$2.07M0.98%-4313F-HRTimeline
Morton Capital Management LLC/CA4,701$2.07M0.37%+91413F-HRTimeline
Strategic Blueprint, LLC4,699$2.07M0.1%-16813F-HRTimeline
Leo Wealth, LLC4,681$2.06M0.16%+79213F-HRTimeline
Arvest Bank Trust Division4,673$2.06M0.12%-44913F-HRTimeline
Graves Light Lenhart Wealth, Inc.4,651$2.05M0.24%-60313F-HRTimeline
Windsor Capital Management, LLC4,647$2.05M0.6%-10713F-HRTimeline
PFG Investments, LLC4,634$2.04M0.12%-40413F-HRTimeline
1ST SOURCE BANK4,633$2.04M0.11%013F-HRTimeline
SCS Capital Management LLC4,594$2.03M0.02%-1,06513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,577$2.02M0.07%-3,00613F-HRTimelineGroup
Kaizen Financial Strategies4,571$2.01M1.02%-46813F-HRTimeline
Prime Capital Investment Advisors, LLC4,550$2M0.03%+11413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,524$1.99M0.04%013F-HRTimelineGroup
NWF Advisory Services Inc.4,476$1.97M0.24%+1,11013F-HRTimeline
Secure Asset Management, LLC4,436$1.95M0.36%-31513F-HRTimeline
COUNTRY CLUB BANK4,444$1.95M0.12%-11013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC4,410$1.94M0.3%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,404$1.94M0.04%+13213F-HRTimeline
Coastwise Capital Group, LLC4,373$1.93M1.53%+35313F-HRTimeline
Embree Financial Group4,306$1.9M0.29%+913F-HRTimeline
Patton Albertson Miller Group, LLC4,255$1.87M0.25%013F-HRTimeline
Golden State Wealth Management, LLC4,253$1.87M0.23%+13513F-HRTimeline
WealthBridge Capital Management, LLC4,245$1.87M0.47%-3413F-HRTimeline
SMITH, MOORE & CO.4,204$1.85M0.16%+59213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,179$1.85M0.51%-32213F-HRTimelineGroup
Union Bancaire Privee, UBP SA4,226$1.83M0.03%-1,21013F-HRTimeline
Apriem Advisors4,150$1.83M0.19%013F-HRTimeline
Sage Capital Management, LLC4,149$1.83M0.88%+37413F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management4,110$1.81M<0.01%-1,27413F-HRTimelineGroup
Kingsview Wealth Management, LLC4,102$1.81M0.03%+36713F-HRTimeline
Larson Financial Group LLC4,098$1.81M0.07%-48813F-HRTimeline