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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
Gallacher Capital Management LLC4,438$1.86M0.91%+16913F-HRTimeline
Prime Capital Investment Advisors, LLC4,436$1.86M0.02%+85713F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC4,410$1.85M0.3%new13F-HRTimeline
Fiduciary Wealth Partners, LLC4,299$1.81M1.56%13F-HRTimeline
Embree Financial Group4,297$1.8M0.3%+1313F-HRTimeline
Asset Allocation Strategies LLC4,287$1.8M0.45%-95513F-HRTimeline
WealthBridge Capital Management, LLC4,279$1.8M0.51%-413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,272$1.79M0.05%-39813F-HRTimeline
Patton Albertson Miller Group, LLC4,255$1.79M0.27%-2513F-HR/ATimeline
LaSalle St. Investment Advisors, LLC4,227$1.77M0.42%+47413F-HRTimeline
Apriem Advisors4,150$1.74M0.2%013F-HRTimeline
Golden State Wealth Management, LLC4,118$1.73M0.26%-1413F-HR/ATimeline
Centennial Bank/AR/in group Centennial Bank/AR/4,095$1.72M0.82%+37013F-HRTimelineGroup
Stokes Family Office, LLC4,087$1.72M0.19%013F-HRTimeline
CAXTON ASSOCIATES LLP4,056$1.7M0.06%13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,054$1.7M0.13%-6,95113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,039$1.7M0.07%+6413F-HRTimelineGroup
Coastwise Capital Group, LLC4,020$1.69M1.42%-2,46213F-HRTimeline
Koshinski Asset Management, Inc.4,006$1.68M0.14%+96213F-HRTimeline
Ashford Advisors, LLC4,000$1.68M0.42%013F-HRTimeline
Triumph Capital Management3,992$1.68M0.56%-1,62213F-HRTimeline
WESTBOURNE INVESTMENTS, INC.3,990$1.68M1.01%+513F-HRTimeline
Jackson Hole Capital Partners, LLC3,955$1.66M0.33%013F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO3,951$1.66M0.11%013F-HRTimeline
SAGE ADVISORS, LLC3,940$1.65M1.16%+5513F-HRTimeline
Ashton Thomas Private Wealth, LLC3,922$1.65M0.06%+10613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…3,924$1.65M0.33%+3,24313F-HRTimelineGroup
MFG WEALTH MANAGEMENT, INC.3,922$1.65M1.57%+2113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,921$1.65M0.12%+2813F-HRTimelineGroup
Leo Wealth, LLC3,889$1.63M0.23%-7813F-HRTimeline
Connecticut Wealth Management, LLC3,878$1.63M0.09%+10313F-HRTimeline
Paulson Wealth Management Inc.3,874$1.63M0.46%-31913F-HRTimeline
Cambridge Advisors Inc.3,841$1.61M0.35%013F-HRTimeline
HUB Investment Partners, LLC3,809$1.6M0.06%-4513F-HRTimeline
Morton Capital Management LLC/CA3,787$1.59M0.31%+1613F-HRTimeline
Sage Capital Management, LLC3,775$1.59M0.86%+913F-HRTimeline
Roundview Capital LLC3,769$1.58M0.11%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,748$1.58M0.26%+86413F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,750$1.57M0.03%013F-HRTimelineGroup
Alta Wealth Advisors LLC3,748$1.57M0.72%-3713F-HRTimeline
Kingsview Wealth Management, LLC3,735$1.57M0.03%+16713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,723$1.56M0.04%-1,02513F-HRTimelineGroup
Geneos Wealth Management Inc.3,720$1.56M0.02%+2,38013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…3,717$1.56M0.01%013F-HRTimelineGroup
Arete Wealth Advisors, LLC3,713$1.56M0.12%-17,42113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,696$1.55M0.02%+23913F-HRTimeline
Aull & Monroe Investment Management Corp3,665$1.54M0.77%+5013F-HRTimeline
Financial Life Planners3,657$1.54M1.49%+7013F-HRTimeline
White Knight Strategic Wealth Advisors,…3,645$1.53M1.41%-18513F-HRTimeline
ALLIANCEBERNSTEIN L.P.3,642$1.53M<0.01%-2,30513F-HRTimeline
Cutter & CO Brokerage, Inc.3,630$1.52M0.36%+19813F-HRTimeline
SMITH, MOORE & CO.3,612$1.52M0.14%-26813F-HRTimeline
Purus Wealth Management, LLC3,610$1.52M0.64%+1113F-HRTimeline
Modera Wealth Management, LLC3,606$1.51M0.02%-28013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,603$1.51M<0.01%+24313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.3,528$1.48M<0.01%+1,15413F-HRTimelineGroup
CERTUITY, LLC3,533$1.48M0.15%-1,19313F-HRTimeline
SYNOVUS FINANCIAL CORP3,515$1.48M0.02%-1,25113F-HRTimeline
Optivise Advisory Services LLC3,490$1.47M0.82%+17613F-HRTimeline
Heritage Investment Group, Inc.3,480$1.46M0.27%013F-HRTimeline
Onyx Bridge Wealth Group LLC3,467$1.46M0.21%+5313F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC3,466$1.46M0.09%013F-HRTimeline
WBH ADVISORY INC3,457$1.45M0.14%+15313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,434$1.44M0.02%+413F-HRTimeline
Capital Investment Advisory Services, L…3,420$1.44M0.13%-55113F-HRTimeline
Raab & Moskowitz Asset Management LLC3,418$1.44M0.36%-913F-HRTimeline
Auxano Advisors, LLC3,414$1.43M0.38%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,383$1.42M0.04%+2213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,370$1.41M0.01%+77313F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC3,367$1.41M0.35%013F-HR/ATimeline
NWF Advisory Services Inc.3,366$1.41M0.2%-2,24513F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,334$1.4M0.05%013F-HRTimeline
CRA Financial Services, LLC3,316$1.39M0.24%+12813F-HRTimeline
Resonant Capital Advisors, LLC3,300$1.39M0.1%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,305$1.39M0.13%013F-HRTimelineGroup
Joel Isaacson & Co., LLC3,286$1.38M0.06%-8813F-HRTimeline
Round Rock Advisors LLC3,249$1.36M0.25%+513F-HRTimeline
Good Life Advisors, LLC3,224$1.35M0.1%+13413F-HRTimeline
Fort Point Capital Partners LLC3,208$1.35M0.15%-10213F-HRTimeline
FWG Holdings, LLC3,314$1.34M0.66%013F-HRTimeline
W.H. Cornerstone Investments Inc.3,198$1.34M0.93%-19613F-HRTimeline
NFSG Corp3,187$1.34M0.32%+25813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,177$1.33M0.11%-21213F-HRTimeline
SIGNATUREFD, LLC3,139$1.32M0.02%+1913F-HRTimeline
Well Done, LLC3,080$1.31M0.24%+10013F-HRTimeline
UPTICK PARTNERS, LLC3,111$1.31M0.44%+36613F-HRTimeline
Jacobi Capital Management LLC3,106$1.3M0.1%+48413F-HRTimeline
Wilmington Savings Fund Society, FSB3,040$1.28M0.02%-13313F-HRTimeline
Northern Capital Management, Inc.3,023$1.27M0.83%013F-HRTimeline
GODSEY & GIBB, INC3,009$1.26M0.12%-17013F-HRTimeline
Grandview Asset Management LLC3,003$1.26M0.48%+20613F-HRTimeline
EVOKE WEALTH, LLC2,991$1.26M0.03%-7913F-HRTimeline
Perigon Wealth Management, LLC2,990$1.26M0.03%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,968$1.25M0.02%-31213F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…2,934$1.23M0.01%+1,11413F-HRTimelineGroup
Latitude Advisors, LLC2,928$1.23M0.71%+2,23713F-HRTimeline
Valmark Advisers, Inc.2,926$1.23M0.02%+1,30013F-HRTimeline
Clearstead Advisors, LLC2,924$1.23M0.02%+30313F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC2,920$1.23M0.67%013F-HRTimeline
Fortitude Family Office, LLC2,917$1.22M0.44%+213F-HRTimeline
Eagle Capital Management, LLC2,915$1.22M0.54%013F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co2,857$1.2M0.22%-4,56013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,854$1.2M0.01%+1,29813F-HRTimelineGroup
Aspen Capital Management, LLC2,850$1.2M0.38%13F-HRTimeline
First City Capital Management, Inc.2,834$1.19M0.71%013F-HRTimeline
WESPAC Advisors, LLC2,828$1.19M0.97%+1,91513F-HRTimeline
SAXON INTERESTS, INC.2,804$1.18M0.55%+36513F-HRTimeline
First PREMIER Bank2,800$1.18M0.3%013F-HRTimeline
Verdence Capital Advisors LLC2,792$1.17M0.09%+13213F-HRTimeline
Wealth Management Partners, LLC2,777$1.17M0.54%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,774$1.16M0.21%013F-HRTimeline
Capital Investment Advisors, LLC2,764$1.16M0.02%+13113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,750$1.15M0.43%+87013F-HRTimeline
Fortune Financial Advisors, LLC2,747$1.15M0.99%-45013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,756$1.15M0.17%+613F-HRTimeline
Mayflower Financial Advisors, LLC2,722$1.14M0.17%013F-HRTimeline
Beaumont Financial Advisors, LLC2,717$1.14M0.09%+17013F-HRTimeline
MGO ONE SEVEN LLC2,704$1.14M0.04%-913F-HRTimeline
Sequoia Financial Advisors, LLC2,684$1.13M0.01%+8413F-HRTimeline
NorthCrest Asset Manangement, LLC2,671$1.12M0.03%-11113F-HRTimeline
Foundations Investment Advisors, LLC2,659$1.12M0.02%-3,26713F-HRTimeline
Mutual Advisors, LLC2,770$1.11M0.03%+87613F-HRTimeline
HANCOCK WHITNEY CORP2,639$1.11M0.04%-1713F-HRTimeline
Magnus Financial Group LLC2,633$1.11M0.11%-5013F-HRTimeline
Headlands Technologies LLC2,632$1.11M0.13%new13F-HRTimeline
Schechter Investment Advisors, LLC2,626$1.1M0.09%new13F-HRTimeline
Strait & Sound Wealth Management LLC2,624$1.1M0.51%+1,50013F-HRTimeline
SeaCrest Wealth Management, LLC2,611$1.1M0.12%-11713F-HRTimeline
ZWJ INVESTMENT COUNSEL INC2,608$1.1M0.04%-5913F-HRTimeline
CENTRAL TRUST Co2,608$1.1M0.03%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,585$1.08M<0.01%013F-HRTimelineGroup
First National Trust Co2,571$1.08M0.04%-3213F-HRTimeline
Caprock Group, LLC2,558$1.08M0.03%-83713F-HRTimeline
Peoples Bank/KS2,546$1.07M0.72%-2513F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,543$1.07M0.3%013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,539$1.07M0.01%+15013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC2,523$1.06M0.06%-4913F-HRTimeline
Lion Street Advisors, LLC2,510$1.05M0.33%+25913F-HRTimeline
Gotham Asset Management, LLC2,500$1.05M0.01%new13F-HRTimeline
Northwest Financial Advisors2,473$1.04M0.86%+1213F-HRTimeline
XML Financial, LLC2,471$1.04M0.1%+26813F-HRTimeline
Widmann Financial Services, Inc.2,456$1.03M0.8%+113F-HRTimeline
Clear Point Advisors Inc.2,439$1.02M0.92%+613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,434$1.02M0.17%+2,28813F-HRTimelineGroup
APPLETON PARTNERS INC/MA2,432$1.02M0.08%+1,85013F-HRTimeline
Castle Rock Wealth Management, LLC2,436$1.02M0.28%-6813F-HRTimeline
SVB WEALTH LLC2,431$1.02M0.04%013F-HRTimeline
Financial Advocates Investment Manageme…2,430$1.02M0.07%-37113F-HRTimeline
Kelman-Lazarov, Inc.2,430$1.02M0.19%+513F-HRTimeline
Aptus Capital Advisors, LLC2,408$1.01M0.01%-9713F-HRTimeline
COZAD ASSET MANAGEMENT INC2,406$1.01M0.1%-25713F-HRTimeline
Financial Alternatives, Inc2,395$1.01M0.72%013F-HRTimeline
Iyo Bank, Ltd.2,384$1M0.32%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC2,360$991K0.07%+13913F-HRTimeline
FINANCIAL COUNSELORS INC2,359$990K0.02%+9013F-HRTimeline
MOTCO2,358$990K0.1%013F-HRTimeline
Maxele Advisors, LLC2,345$985K0.95%-1013F-HRTimeline
Sovereign Financial Group, Inc.2,324$976K0.22%+14813F-HRTimeline
Zhang Financial LLC2,303$967K0.05%013F-HRTimeline
PRIVATE TRUST CO NA2,298$965K0.1%-2513F-HRTimeline
Koss-Olinger Consulting, LLC2,287$960K0.08%new13F-HRTimeline
Regal Investment Advisors LLC2,277$956K0.08%+5213F-HRTimeline
Harvest Investment Services, LLC2,270$953K0.27%-6,10513F-HRTimeline
Visionary Wealth Advisors2,268$952K0.06%+9813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,260$949K0.02%-5013F-HRTimeline
One Wealth Management Investment & Advi…2,256$947K1.57%-4813F-HRTimeline
BANK OF HAWAII2,245$943K0.05%-78913F-HRTimeline
KG Capital Management2,221$932K0.3%+13813F-HRTimeline
HBK Sorce Advisory LLC2,205$926K0.03%-15113F-HRTimeline
Jaffetilchin Investment Partners, LLC2,201$924K0.07%+12213F-HRTimeline
Duncan Williams Asset Management, LLC2,188$919K0.33%+8713F-HRTimeline
Net Worth Advisory Group2,179$915K0.29%-2,10713F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,161$907K0.06%+42413F-HRTimeline
Dale Q Rice Investment Management Ltd2,156$905K0.47%-413F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,143$900K0.73%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,119$890K0.44%+6513F-HRTimeline
True North Advisors, LLC2,097$880K0.16%+113F-HRTimeline
Pegasus Asset Management, Inc.2,095$880K0.35%-113F-HRTimeline
Selective Wealth Management, Inc.2,187$879K0.38%-3613F-HRTimeline
QTR Family Wealth, LLC2,093$879K0.66%13F-HRTimeline
Huntleigh Advisors, Inc.2,086$876K0.2%-3613F-HR/ATimeline
ROMANO BROTHERS AND COMPANY2,082$874K0.11%+3013F-HRTimeline
Lane & Associates LLC2,079$873K0.47%-113F-HRTimeline
Florida Trust Wealth Management Co2,077$872K0.03%013F-HRTimeline
Allie Family Office LLC2,078$872K0.48%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,072$870K0.02%-92113F-HRTimeline
Revisor Wealth Management LLC2,045$860K0.38%+90413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,028$852K0.04%+613F-HR/ATimeline
Bawa N Mallick Trust2,025$850K0.4%013F-HRTimeline
NCP Inc.2,011$844K1.14%+14413F-HRTimeline
Drexel Morgan & Co.2,000$840K0.18%013F-HRTimeline
MinichMacGregor Wealth Management, LLC1,993$837K0.19%-16713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,964$825K<0.01%013F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO1,962$824K0.19%+14913F-HRTimeline
DUNCKER STREETT & CO INC1,949$818K0.16%+113F-HRTimeline
UNITED BANK1,944$816K0.1%013F-HRTimeline
SOL Capital Management CO1,930$810K0.09%013F-HRTimeline
Baltimore-Washington Financial Advisors…1,915$804K0.04%new13F-HRTimeline
L.M. KOHN & COMPANY1,915$804K0.21%-6513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,910$802K0.12%+11013F-HRTimeline