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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
CHOREO, LLC4,504$1.92M0.03%-58413F-HRTimeline
Kaizen Financial Strategies4,515$1.92M1.09%-6913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,480$1.91M0.48%+9113F-HRTimelineGroup
Moors & Cabot, Inc.4,458$1.9M0.09%+38513F-HRTimeline
Sharper & Granite LLC4,385$1.87M0.82%+75013F-HRTimeline
Secure Asset Management, LLC4,382$1.86M0.28%-6613F-HRTimeline
Quantinno Capital Management LP4,319$1.84M0.02%+8413F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,297$1.83M0.12%new13F-HRTimeline
Net Worth Advisory Group4,286$1.82M0.55%+57213F-HRTimeline
Embree Financial Group4,284$1.82M0.31%+813F-HRTimeline
WealthBridge Capital Management, LLC4,283$1.82M0.51%+113F-HRTimeline
Patton Albertson Miller Group, LLC4,280$1.82M0.24%+5513F-HRTimeline
Gallacher Capital Management LLC4,269$1.82M0.9%+413F-HRTimeline
Paulson Wealth Management Inc.4,193$1.78M0.49%-1,00813F-HRTimeline
HRT FINANCIAL LP4,155$1.77M0.01%new13F-HRTimeline
Apriem Advisors4,150$1.77M0.2%013F-HRTimeline
Golden State Wealth Management, LLC4,132$1.76M0.26%13F-HRTimeline
Farther Finance Advisors, LLC4,131$1.76M0.06%+2,13913F-HRTimeline
Stokes Family Office, LLC4,087$1.74M0.19%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,031$1.72M<0.01%+3,48013F-HRTimelineGroup
LAKE STREET ADVISORS GROUP, LLC4,001$1.71M0.08%+213F-HRTimeline
Ashford Advisors, LLC4,000$1.7M0.39%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,988$1.7M0.16%+46213F-HR/ATimeline
WESTBOURNE INVESTMENTS, INC.3,985$1.7M1%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,975$1.69M0.07%+313F-HRTimelineGroup
Capital Investment Advisory Services, L…3,971$1.69M0.16%-5413F-HRTimeline
Leo Wealth, LLC3,967$1.69M0.15%+1413F-HRTimeline
Jackson Hole Capital Partners, LLC3,955$1.68M0.34%013F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO3,951$1.68M0.1%+5113F-HRTimeline
MFG WEALTH MANAGEMENT, INC.3,901$1.66M1.52%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,893$1.66M0.12%-15013F-HRTimelineGroup
Modera Wealth Management, LLC3,886$1.65M0.02%+1,26313F-HRTimeline
SAGE ADVISORS, LLC3,885$1.65M1.23%+78213F-HRTimeline
SMITH, MOORE & CO.3,880$1.65M0.15%+5613F-HRTimeline
HUB Investment Partners, LLC3,854$1.64M0.07%-4213F-HRTimeline
Cambridge Advisors Inc.3,841$1.63M0.36%-1213F-HRTimeline
White Knight Strategic Wealth Advisors,…3,830$1.63M0.68%+1,91513F-HRTimeline
Ashton Thomas Private Wealth, LLC3,816$1.63M0.06%+56613F-HRTimeline
Hansen & Associates Financial Group, In…3,749$1.61M0.82%-40413F-HRTimeline
Strategic Blueprint, LLC3,787$1.61M0.1%+1,25713F-HRTimeline
Alta Wealth Advisors LLC3,785$1.61M0.7%-2413F-HRTimeline
Connecticut Wealth Management, LLC3,775$1.61M0.08%-3013F-HRTimeline
Morton Capital Management LLC/CA3,771$1.6M0.3%013F-HRTimeline
Roundview Capital LLC3,769$1.6M0.11%-713F-HRTimeline
Sage Capital Management, LLC3,766$1.6M0.81%+24413F-HRTimeline
LaSalle St. Investment Advisors, LLC3,753$1.6M0.49%+48013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,750$1.6M0.03%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,744$1.59M<0.01%+3513F-HRTimelineGroup
Southland Equity Partners LLC3,733$1.59M0.37%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/3,725$1.58M0.75%-15013F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…3,717$1.58M0.02%013F-HRTimelineGroup
Global Retirement Partners, LLC3,667$1.56M0.04%-1,39113F-HRTimeline
Csenge Advisory Group3,646$1.55M0.08%+913F-HRTimeline
Aull & Monroe Investment Management Corp3,615$1.54M0.78%-8013F-HRTimeline
Purus Wealth Management, LLC3,599$1.53M0.61%-33513F-HRTimeline
Financial Life Planners3,587$1.53M1.28%13F-HRTimeline
Prime Capital Investment Advisors, LLC3,579$1.52M0.02%+6313F-HRTimeline
Kingsview Wealth Management, LLC3,568$1.52M0.03%+31813F-HRTimeline
Bleakley Financial Group, LLC3,530$1.5M0.05%+1,24813F-HRTimeline
Shay Capital LLC3,500$1.49M0.36%new13F-HRTimeline
Heritage Investment Group, Inc.3,480$1.48M0.28%013F-HRTimeline
FSM Wealth Advisors, LLC3,428$1.48M0.36%+113F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC3,466$1.47M0.09%-6813F-HRTimeline
FWG Holdings, LLC3,314$1.47M0.71%-3113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,457$1.47M0.02%+2613F-HRTimeline
Gen-Wealth Partners Inc3,439$1.46M0.63%+21013F-HRTimeline
Cutter & CO Brokerage, Inc.3,432$1.46M0.36%+1313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,430$1.46M0.02%-2713F-HRTimeline
Raab & Moskowitz Asset Management LLC3,427$1.46M0.36%-713F-HRTimeline
Auxano Advisors, LLC3,414$1.45M0.37%013F-HRTimeline
Onyx Bridge Wealth Group LLC3,414$1.45M0.21%013F-HRTimeline
Caprock Group, LLC3,395$1.45M0.05%-1013F-HRTimeline
W.H. Cornerstone Investments Inc.3,394$1.44M0.96%-3613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,389$1.44M0.12%-1,24513F-HR/ATimeline
Joel Isaacson & Co., LLC3,374$1.44M0.06%+913F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC3,367$1.43M0.35%013F-HR/ATimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,361$1.43M-3Timeline
TIAAgroup of 2 filers holding3,360$1.43M-2,230Timeline
Pinnacle Family Advisors, LLC3,343$1.42M0.69%-9,14413F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,334$1.42M0.05%-1,97313F-HRTimeline
Optivise Advisory Services LLC3,314$1.41M0.76%+47313F-HRTimeline
Fort Point Capital Partners LLC3,310$1.41M0.16%+8013F-HRTimeline
Resonant Capital Advisors, LLC3,300$1.41M0.1%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,305$1.41M0.13%013F-HRTimelineGroup
WBH ADVISORY INC3,304$1.41M0.13%+4213F-HRTimeline
Ausdal Financial Partners, Inc.3,292$1.4M0.12%+23813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,280$1.4M0.03%013F-HRTimeline
Round Rock Advisors LLC3,244$1.38M0.28%+613F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,229$1.37M<0.01%-1,17213F-HRTimelineGroup
Fortune Financial Advisors, LLC3,197$1.36M1.24%+1213F-HRTimeline
CRA Financial Services, LLC3,188$1.36M0.23%+20713F-HRTimeline
GODSEY & GIBB, INC3,179$1.35M0.14%013F-HRTimeline
Wilmington Savings Fund Society, FSB3,173$1.35M0.02%+25913F-HRTimeline
SIGNATUREFD, LLC3,120$1.33M0.03%+213F-HRTimeline
Good Life Advisors, LLC3,090$1.31M0.1%+9813F-HRTimeline
EVOKE WEALTH, LLC3,070$1.31M0.04%-35813F-HRTimeline
Koshinski Asset Management, Inc.3,044$1.3M0.12%+1,82613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,036$1.29M0.11%new13F-HRTimelineGroup
BANK OF HAWAII3,034$1.29M0.07%+78913F-HRTimeline
Perigon Wealth Management, LLC2,990$1.29M0.03%+3513F-HRTimeline
Northern Capital Management, Inc.3,023$1.29M0.79%013F-HRTimeline
BluePointe Capital Management, LLC3,006$1.28M0.73%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,993$1.27M0.03%-413F-HRTimeline
Well Done, LLC2,980$1.26M0.23%013F-HRTimeline
Lionsbridge Wealth Management LLC2,945$1.25M1.05%+70713F-HRTimeline
NFSG Corp2,929$1.25M0.32%-22213F-HRTimeline
BTS Asset Management, Inc.2,922$1.24M1.24%-24013F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC2,920$1.24M0.74%new13F-HRTimeline
Fortitude Family Office, LLC2,915$1.24M0.44%+2,50213F-HRTimeline
Eagle Capital Management, LLC2,915$1.24M0.5%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,884$1.23M0.25%+90413F-HRTimeline
Centiva Capital, LP2,857$1.22M0.05%-8,36013F-HRTimeline
First City Capital Management, Inc.2,834$1.21M0.64%+54113F-HRTimeline
Financial Advocates Investment Manageme…2,801$1.19M0.07%+913F-HRTimeline
First PREMIER Bank2,800$1.19M0.3%013F-HRTimeline
Grandview Asset Management LLC2,797$1.19M0.44%+4313F-HRTimeline
NorthCrest Asset Manangement, LLC2,782$1.18M0.04%+16413F-HR/ATimeline
Wealth Management Partners, LLC2,777$1.18M0.51%+1213F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,774$1.18M0.21%-3413F-HRTimeline
Private Portfolio Partners LLC2,769$1.18M0.22%+5613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,750$1.17M0.17%+213F-HRTimeline
UPTICK PARTNERS, LLC2,745$1.17M0.42%+29613F-HRTimeline
SeaCrest Wealth Management, LLC2,728$1.16M0.12%+6913F-HRTimeline
Mayflower Financial Advisors, LLC2,722$1.16M0.17%-113F-HRTimeline
MGO ONE SEVEN LLC2,713$1.15M0.04%+32213F-HRTimeline
Samalin Investment Counsel, LLC2,710$1.15M0.49%+1,01713F-HRTimeline
Parallax Volatility Advisers, L.P.2,709$1.15M0.03%new13F-HRTimeline
Magnus Financial Group LLC2,683$1.14M0.11%-1813F-HRTimeline
ZWJ INVESTMENT COUNSEL INC2,667$1.13M0.05%+1013F-HRTimeline
COZAD ASSET MANAGEMENT INC2,663$1.13M0.11%-99013F-HRTimeline
Verdence Capital Advisors LLC2,660$1.13M0.09%-49813F-HRTimeline
HANCOCK WHITNEY CORP2,656$1.13M0.04%-3513F-HRTimeline
Capital Investment Advisors, LLC2,633$1.12M0.02%+44113F-HRTimeline
Castle Rock Wealth Management, LLC2,504$1.12M0.27%-5313F-HRTimeline
Jacobi Capital Management LLC2,622$1.12M0.08%-18813F-HRTimeline
Clearstead Advisors, LLC2,621$1.12M0.02%+113F-HRTimeline
CENTRAL TRUST Co2,608$1.11M0.03%-47713F-HRTimeline
First National Trust Co2,603$1.11M0.04%013F-HRTimeline
Sequoia Financial Advisors, LLC2,600$1.11M0.01%-8613F-HR/ATimeline
Valeo Financial Advisors, LLC2,598$1.11M0.03%+9013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,597$1.11M0.01%+74713F-HRTimeline
Laird Norton Wetherby Wealth Management…2,588$1.1M0.05%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,585$1.1M<0.01%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC2,572$1.09M0.06%-10113F-HRTimeline
Peoples Bank/KS2,571$1.09M0.76%013F-HRTimeline
Advanced Asset Management Advisors Inc2,565$1.09M0.29%-4513F-HRTimeline
Beaumont Financial Advisors, LLC2,547$1.08M0.08%+313F-HRTimeline
Larson Financial Group LLC2,543$1.08M0.06%+113F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,543$1.08M0.3%013F-HRTimelineGroup
Aptus Capital Advisors, LLC2,505$1.07M0.01%+25213F-HRTimeline
Bison Wealth, LLC2,483$1.06M0.23%+11813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,465$1.05M0.1%+1,87613F-HRTimeline
Northwest Financial Advisors2,461$1.05M0.86%+1013F-HRTimeline
Widmann Financial Services, Inc.2,455$1.04M0.81%013F-HRTimeline
SAXON INTERESTS, INC.2,439$1.04M0.46%+55313F-HRTimeline
Clear Point Advisors Inc.2,433$1.04M0.89%+513F-HRTimeline
SVB WEALTH LLC2,431$1.03M0.02%new13F-HRTimeline
Kelman-Lazarov, Inc.2,425$1.03M0.19%013F-HRTimeline
Financial Alternatives, Inc2,395$1.02M0.72%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,389$1.02M0.01%+6913F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC2,381$1.01M0.01%-56513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.2,374$1.01M<0.01%new13F-HRTimelineGroup
MOTCO2,358$1M0.1%013F-HRTimeline
HBK Sorce Advisory LLC2,356$1M0.03%+3313F-HRTimeline
Maxele Advisors, LLC2,355$1M0.96%13F-HRTimeline
Peak Planning Group, LLC2,351$1M0.42%-11013F-HRTimeline
PRIVATE TRUST CO NA2,323$988K0.1%+15113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,310$983K0.02%+313F-HRTimeline
One Wealth Management Investment & Advi…2,304$980K1.55%+31913F-HRTimeline
Zhang Financial LLC2,303$980K0.06%013F-HRTimeline
FINANCIAL COUNSELORS INC2,269$965K0.01%+313F-HRTimeline
Lion Street Advisors, LLC2,251$958K0.31%+32313F-HRTimeline
Regal Investment Advisors LLC2,225$947K0.07%+47813F-HRTimeline
Constant Guidance Financial LLC2,224$946K0.82%+91613F-HRTimeline
JFS WEALTH ADVISORS, LLC2,221$945K0.06%+15013F-HRTimeline
Selective Wealth Management, Inc.2,223$945K0.38%+5813F-HRTimeline
XML Financial, LLC2,203$937K0.09%-19813F-HRTimeline
Cambria Investment Management, L.P.2,182$928K0.06%new13F-HRTimeline
Lane & Associates LLC2,080$926K0.48%-16913F-HRTimeline
Sovereign Financial Group, Inc.2,176$926K0.21%-42913F-HRTimeline
Visionary Wealth Advisors2,170$923K0.05%+19913F-HRTimeline
MinichMacGregor Wealth Management, LLC2,160$919K0.19%+1,68013F-HRTimeline
Dale Q Rice Investment Management Ltd2,160$919K0.4%13F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,143$912K0.68%-4313F-HRTimeline
JT Stratford LLC2,137$909K0.15%-21313F-HRTimeline
Huntleigh Advisors, Inc.2,122$903K0.19%13F-HRTimeline
Duncan Williams Asset Management, LLC2,101$894K0.35%+213F-HRTimeline
Pegasus Asset Management, Inc.2,096$892K0.34%-3113F-HRTimeline
True North Advisors, LLC2,096$892K0.21%+1713F-HRTimeline
KG Capital Management2,083$886K0.29%+10613F-HRTimeline
Allie Family Office LLC2,078$885K0.49%-29013F-HRTimeline
Jaffetilchin Investment Partners, LLC2,079$885K0.06%+1613F-HRTimeline
Florida Trust Wealth Management Co2,077$884K0.03%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,054$874K0.42%+49813F-HRTimeline
ROMANO BROTHERS AND COMPANY2,052$873K0.11%-1013F-HRTimeline
Bawa N Mallick Trust2,025$862K0.38%13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,022$860K0.04%-10713F-HR/ATimeline
Drexel Morgan & Co.2,000$851K0.18%013F-HRTimeline
L.M. KOHN & COMPANY1,980$842K0.22%-2513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,964$836K<0.01%+3013F-HRTimelineGroup