Skip to content

DIA STATE STR SPDR DOW JONES IND

Follow

UT SER 1 (fund), issuer CIK 1041130

1,277 managers (1,287 13F filers) reported a position in DIA shares at 2025-09-30, 32,243,746 shares in all. 83 filers opened a position and 70 filers sold out during the quarter.

Managers
1,277
13F filers
1,287
New
83
Added
373
Reduced
417
Sold out
70
Shares held by filers
32,243,746

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Summit Asset Management, LLC12,763$5.92M0.91%-20513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC12,722$5.9M0.41%+1,17213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,488$5.79M0.14%+1,00813F-HRTimelineGroup
IFG Advisors, LLC12,308$5.71M0.93%-36413F-HRTimeline
MONTAG A & ASSOCIATES INC12,200$5.67M0.26%013F-HRTimeline
HRT FINANCIAL LP12,179$5.65M0.02%new13F-HRTimeline
Bay Rivers Group12,071$5.6M2.36%-12513F-HRTimeline
BIRINYI ASSOCIATES INC12,037$5.58M1.43%-2413F-HRTimeline
NorthCoast Asset Management LLC12,022$5.58M0.02%+29013F-HRTimeline
Sigma Planning Corp11,992$5.56M0.16%+53513F-HRTimeline
Polymer Capital Management (HK) LTD11,850$5.5M0.76%013F-HRTimeline
Kozak & Associates, Inc.11,727$5.47M1.08%+11,01413F-HRTimeline
Arkadios Wealth Advisors11,779$5.46M0.13%-33913F-HRTimeline
World Investment Advisors11,550$5.36M0.11%+3413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST11,450$5.31M0.52%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC11,400$5.29M2.27%013F-HRTimeline
NWAM LLC11,269$5.26M0.29%+12613F-HR/ATimeline
Narwhal Capital Management11,080$5.14M0.38%013F-HRTimeline
Compound Planning, Inc.11,021$5.11M0.17%+23913F-HRTimeline
FIRST HORIZON CORP10,999$5.1M0.24%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,852$5.03M0.01%-51313F-HRTimelineGroup
SCOTIA CAPITAL INC.10,750$4.99M0.02%+2,43013F-HRTimeline
Venture Visionary Partners LLC10,734$4.98M0.17%+10413F-HRTimeline
Kovack Advisors, Inc.10,724$4.97M0.47%-79113F-HRTimeline
CWM, LLCin group CWM, LLC10,700$4.96M0.01%+90413F-HRTimelineGroup
Fortis Group Advisors, LLC10,418$4.95M0.85%+73213F-HRTimeline
HARBOUR INVESTMENTS, INC.10,644$4.94M0.11%+32513F-HRTimeline
Northern Financial Advisors Inc10,636$4.93M2.59%-19713F-HRTimeline
BRIGHTON JONES LLC10,632$4.93M0.12%+6313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding10,546$4.89M-957Timeline
XY Capital Ltd10,452$4.85M4.04%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,402$4.82M0.3%-12013F-HRTimeline
Tortoise Investment Management, LLC10,402$4.82M0.43%-10013F-HRTimeline
PKS Advisory Services, LLC10,364$4.81M1%+31013F-HRTimeline
GTS SECURITIES LLC10,329$4.79M0.18%-13,69613F-HRTimeline
Cresset Asset Management, LLC10,295$4.79M0.02%+8713F-HR/ATimeline
Founders Financial Alliance, LLC10,235$4.75M0.89%+11313F-HRTimeline
AtlasMark Financial, Inc10,200$4.73M3.16%-20013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,187$4.72M0.06%+1,61413F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,142$4.7M0.08%-8513F-HRTimelineGroup
NewEdge Wealth, LLC9,937$4.7M0.07%-18013F-HRTimeline
Stelac Advisory Services LLC10,105$4.7M1.62%+4613F-HRTimeline
Atlas Private Wealth Advisors9,980$4.63M1.13%-39,31313F-HRTimeline
DMKC Advisory Services, LLC9,828$4.56M2.31%013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …9,583$4.44M0.12%013F-HRTimelineGroup
PFG Advisors9,577$4.44M0.18%+83913F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …9,375$4.35M2.44%+9413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,249$4.29M0.01%+79313F-HRTimelineGroup
KW WEALTH MANAGEMENT LLC8,876$4.12M7.02%13F-HRTimeline
Tufton Capital Management8,727$4.05M0.72%-28413F-HRTimeline
Advisory Services Network, LLC8,723$4.05M0.06%-29913F-HRTimeline
Capital Wealth Alliance, LLC8,689$4.03M2%-5113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,030$4.02M0.32%013F-HRTimeline
CoreCap Advisors, LLC8,497$3.94M0.14%-8,26213F-HRTimeline
Western Wealth Management, LLC8,465$3.93M0.21%+1613F-HRTimeline
RPS ADVISORY SOLUTIONS LLC8,427$3.91M1.92%+61513F-HRTimeline
Lewis Asset Management, LLC8,420$3.9M1.6%+26513F-HRTimeline
GFS Advisors, LLC8,363$3.88M0.49%-3813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,286$3.84M0.01%-913F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,236$3.82M0.05%+77513F-HRTimelineGroup
Fortune 45 LLC8,224$3.81M1.93%+2513F-HRTimeline
Orion Porfolio Solutions, LLC8,168$3.79M0.03%+3113F-HRTimeline
WEDBUSH SECURITIES INC8,136$3.77M0.12%+73713F-HRTimeline
KELLEHER FINANCIAL ADVISORS8,113$3.76M0.94%-1,28013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC8,008$3.71M0.09%+30813F-HRTimeline
Novak & Powell Financial Services, Inc.7,892$3.66M1.92%-11213F-HRTimeline
Wealthspire Advisors, LLC7,841$3.64M0.02%+37913F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.7,752$3.59M0.64%13F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.7,714$3.58M0.88%-5713F-HRTimeline
Autumn Glory Partners, LLC7,593$3.52M1.45%-1313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,483$3.47M0.02%-31613F-HR/ATimelineGroup
IHT Wealth Management, LLC7,446$3.45M0.09%+63113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,381$3.42M0.22%-77113F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC7,375$3.42M2.56%-39813F-HRTimeline
TrueWealth Advisors, LLC7,361$3.41M0.92%+9413F-HRTimeline
Greenfield Savings Bank7,335$3.4M1.44%+4513F-HRTimeline
Wealthfront Advisers LLC7,282$3.38M0.01%-213F-HRTimeline
Caldwell Trust Co7,275$3.37M0.32%-1513F-HRTimeline
Ayalon Insurance Comp Ltd.7,215$3.35M0.85%-3,29613F-HRTimeline
Arax Advisory Partners7,226$3.35M0.05%+4,06513F-HRTimeline
Integrated Advisors Network LLC7,106$3.3M0.14%-93313F-HRTimeline
MAI Capital Management7,102$3.29M0.02%+75613F-HRTimeline
Fingerlakes Wealth Management, Inc.7,099$3.29M2.15%+1613F-HRTimeline
Beta Wealth Group, Inc.7,024$3.26M1.29%new13F-HRTimeline
IFP Advisors, Inc6,928$3.21M0.08%-9,26013F-HR/ATimeline
JTC Employer Solutions Trustee Ltd6,868$3.19M0.27%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,829$3.17M0.01%-22313F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…6,737$3.12M0.27%-71113F-HRTimelineGroup
LETSON INVESTMENT MANAGEMENT, INC.6,520$3.02M1.08%-63913F-HRTimeline
Cambridge Financial Group, LLC6,304$2.92M0.94%+313F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC6,297$2.92M0.34%013F-HRTimeline
Fiduciary Alliance LLC6,282$2.91M0.2%+48713F-HRTimeline
LOWERY THOMAS, LLC6,210$2.88M1.66%-513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,203$2.88M0.17%-5813F-HRTimeline
FSC Wealth Advisors, LLC6,202$2.88M1.66%013F-HRTimeline
BigSur Wealth Management LLC6,169$2.87M0.7%+4913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,169$2.87M0.13%-5913F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC6,180$2.87M0.94%+69513F-HRTimeline
Objective Capital Management, LLC6,169$2.86M2.96%+1313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC6,094$2.83M0.29%+613F-HRTimeline
Asset Dedication, LLC6,098$2.83M0.19%-1,96113F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC6,098$2.83M0.36%013F-HRTimeline
SBI Securities Co., Ltd.6,036$2.8M0.07%-27213F-HRTimeline
RFG Advisory, LLC5,994$2.78M0.06%-1,42813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,970$2.77M0.2%-13813F-HRTimeline
St. Clair Advisors, LLC5,869$2.72M0.72%013F-HRTimeline
CENTAURUS FINANCIAL, INC.5,857$2.72M0.13%-1,21613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,849$2.71M0.21%013F-HRTimeline
Crumly & Associates Inc.5,844$2.71M0.59%013F-HRTimeline
Waverly Advisors, LLC5,777$2.68M0.03%+3513F-HRTimeline
Miller Investment Management, LP5,717$2.65M0.27%013F-HRTimeline
Capital Advisors, Ltd. LLC5,699$2.64M0.3%013F-HRTimeline
EQUITABLE TRUST CO5,679$2.63M0.12%-713F-HRTimeline
Keystone Financial Group5,662$2.63M0.2%+8113F-HR/ATimeline
Hudock, Inc.5,635$2.61M0.4%-7013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,500$2.55M<0.01%-4,50013F-HRTimeline
Madison Park Capital Advisors, LLC5,492$2.55M2.09%+19113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,474$2.54M0.2%+21313F-HR/ATimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC5,459$2.53M<0.01%+2,93413F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.5,441$2.52M0.12%-81413F-HRTimeline
Sunbelt Securities, Inc.5,430$2.52M0.17%-59413F-HRTimeline
DAVENPORT & Co LLC5,423$2.51M0.01%-7113F-HRTimeline
Ashton Thomas Private Wealth, LLC5,403$2.51M0.07%+1,74213F-HRTimeline
BLVD Private Wealth, LLC5,367$2.49M2.14%-7513F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM5,216$2.42M0.3%+38113F-HRTimelineGroup
IEQ CAPITAL, LLC5,199$2.41M0.01%-19313F-HRTimeline
Intrepid Financial Planning Group LLC5,151$2.39M0.91%-2513F-HRTimeline
Apexium Financial, LP5,139$2.38M0.12%-3013F-HRTimeline
FSM Wealth Advisors, LLC5,102$2.37M0.33%+413F-HRTimeline
Armbruster Capital Management, Inc.5,068$2.35M0.4%-7,38013F-HRTimeline
ARVEST INVESTMENTS, INC.5,055$2.34M0.34%-1,90813F-HRTimeline
Graves Light Lenhart Wealth, Inc.5,048$2.34M0.26%+39713F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC5,041$2.34M1.1%-18013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,025$2.33M0.11%-713F-HRTimelineGroup
Capital Investment Advisors, LLC5,021$2.33M0.04%+1,29413F-HRTimeline
Bluespring Wealth Management, LLC5,006$2.33M0.2%-7913F-HRTimeline
Gen-Wealth Partners Inc5,018$2.33M0.79%-4713F-HRTimeline
Quadcap Wealth Management, LLC4,992$2.32M0.27%-11113F-HRTimeline
American State Bank (Iowa)4,992$2.31M1.18%013F-HRTimeline
Serenus Wealth Advisors, LLC4,980$2.31M0.39%-3,94713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,954$2.3M0.01%-62413F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,934$2.29M0.05%+5913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,884$2.26M0.01%+1,48113F-HRTimeline
Moors & Cabot, Inc.4,872$2.26M0.1%-28413F-HRTimeline
Balboa Wealth Partners4,864$2.26M0.39%-4613F-HRTimeline
ALLIANCEBERNSTEIN L.P.4,853$2.25M<0.01%+6813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,844$2.25M0.08%+26713F-HRTimelineGroup
Advisory Alpha, LLC4,802$2.23M0.06%-10513F-HRTimeline
GreatBanc Trust CO4,776$2.21M1.52%13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,770$2.21M0.13%+313F-HRTimelineGroup
Net Worth Advisory Group4,706$2.18M0.63%-1113F-HRTimeline
Second Half Financial Partners, LLC4,689$2.17M0.96%-1313F-HRTimeline
GWN SECURITIES INC.4,682$2.17M0.5%-4,50213F-HRTimeline
Strategic Blueprint, LLC4,680$2.17M0.09%-1913F-HRTimeline
Arvest Bank Trust Division4,647$2.15M0.12%-2613F-HRTimeline
Robertson Stephens Wealth Management, L…4,625$2.15M0.06%-7413F-HRTimeline
1ST SOURCE BANK4,633$2.15M0.11%013F-HRTimeline
Kaizen Financial Strategies4,565$2.14M0.97%-613F-HRTimeline
RMR Wealth Builders4,608$2.14M0.18%-22013F-HRTimeline
SCS Capital Management LLC4,594$2.13M0.02%013F-HRTimeline
SkyView Investment Advisors, LLC4,598$2.13M0.27%new13F-HRTimeline
Leo Wealth, LLC4,594$2.13M0.28%-8713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,580$2.12M0.04%+5613F-HRTimelineGroup
Windsor Capital Management, LLC4,568$2.12M0.58%-7913F-HRTimeline
Coastwise Capital Group, LLC4,431$2.05M1.45%+5813F-HRTimeline
Secure Asset Management, LLC4,410$2.05M0.34%-2613F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC4,410$2.05M0.27%013F-HRTimeline
PFG Investments, LLC4,382$2.03M0.11%-25213F-HRTimeline
Focus Financial Network, Inc.4,339$2.01M0.07%-45813F-HRTimeline
Prime Capital Investment Advisors, LLC4,316$2M0.03%-23413F-HRTimeline
Embree Financial Group4,316$2M0.27%+1013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.4,305$2M0.02%+1,90013F-HRTimelineGroup
SMITH, MOORE & CO.4,241$1.97M0.15%+3713F-HRTimeline
Patton Albertson Miller Group, LLC4,235$1.96M0.24%-2013F-HRTimeline
COUNTRY CLUB BANK4,219$1.95M0.12%-22513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,188$1.95M0.6%+913F-HRTimelineGroup
SAGE ADVISORS, LLC4,199$1.95M1.4%+1,02713F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management4,194$1.94M<0.01%+8413F-HRTimelineGroup
Golden State Wealth Management, LLC4,173$1.94M0.21%-8013F-HRTimeline
WealthBridge Capital Management, LLC4,169$1.93M0.45%-7613F-HRTimeline
Union Bancaire Privee, UBP SA4,226$1.93M0.03%013F-HRTimeline
American Wealth Advisors, LLC4,163$1.93M1.91%13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,177$1.93M0.33%+8913F-HRTimelineGroup
Sage Capital Management, LLC4,158$1.93M0.87%+913F-HRTimeline
WESTBOURNE INVESTMENTS, INC.4,047$1.93M0.92%+14513F-HRTimeline
Apriem Advisors4,150$1.92M0.18%013F-HRTimeline
Jackson Hole Capital Partners, LLC4,147$1.92M0.33%+19213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,139$1.92M0.04%-26513F-HRTimeline
SAXON INTERESTS, INC.4,202$1.92M0.75%+1,39813F-HRTimeline
CAXTON ASSOCIATES LLP4,076$1.89M0.05%+97113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,074$1.89M0.12%-1,01513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,062$1.88M0.06%+22813F-HRTimelineGroup
Larson Financial Group LLC4,047$1.88M0.07%-5113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,013$1.86M<0.01%+53513F-HRTimelineGroup
Ashford Advisors, LLC4,000$1.86M0.41%-29313F-HRTimeline
Wealth Management Partners, LLC4,008$1.86M0.59%+18613F-HRTimeline
Harvest Investment Services, LLC3,978$1.84M0.37%-6913F-HRTimeline
Kingsview Wealth Management, LLC3,966$1.84M0.03%-13613F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO3,951$1.83M0.1%013F-HRTimeline
Triumph Capital Management3,917$1.82M0.49%-6413F-HR/ATimeline