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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
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,088$1.8M0.33%+16413F-HRTimelineGroup
Stokes Family Office, LLC4,087$1.8M0.19%013F-HRTimeline
Harvest Investment Services, LLC4,047$1.78M0.4%+1,77713F-HRTimeline
Triumph Capital Management3,981$1.75M0.53%-1113F-HR/ATimeline
Jackson Hole Capital Partners, LLC3,955$1.74M0.32%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL3,954$1.74M0.01%new13F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO3,951$1.74M0.1%013F-HRTimeline
MFG WEALTH MANAGEMENT, INC.3,942$1.74M1.46%+2013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.3,902$1.72M0.92%-8813F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,879$1.71M0.01%+18313F-HRTimeline
Connecticut Wealth Management, LLC3,878$1.71M0.08%013F-HRTimeline
Paulson Wealth Management Inc.3,875$1.71M0.44%+113F-HRTimeline
Wealth Management Partners, LLC3,822$1.7M0.6%+1,04513F-HRTimeline
Modera Wealth Management, LLC3,842$1.69M0.02%+23613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,834$1.69M0.06%-20513F-HRTimelineGroup
Cambridge Advisors Inc.3,818$1.68M0.35%-2313F-HRTimeline
EVOKE WEALTH, LLC3,789$1.67M0.04%+79813F-HRTimeline
Roundview Capital LLC3,795$1.67M0.11%+2613F-HRTimeline
Cerro Pacific Wealth Advisors LLC3,782$1.67M0.46%+3,30513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,754$1.65M<0.01%+15113F-HRTimelineGroup
Global Retirement Partners, LLC3,732$1.64M0.04%13F-HRTimeline
Capital Investment Advisors, LLC3,727$1.64M0.03%+96313F-HR/ATimeline
HUB Investment Partners, LLC3,718$1.64M0.06%-9113F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…3,717$1.64M0.01%013F-HRTimelineGroup
W.H. Cornerstone Investments Inc.3,709$1.63M1.04%+51113F-HRTimeline
Rydar Equities, Inc.3,698$1.63M1.29%13F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…3,688$1.63M0.01%+75413F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC3,661$1.62M0.06%-26113F-HRTimeline
Aull & Monroe Investment Management Corp3,665$1.61M0.87%013F-HRTimeline
Valmark Advisers, Inc.3,656$1.61M0.02%+73013F-HRTimeline
Purus Wealth Management, LLC3,655$1.61M0.56%+4513F-HR/ATimeline
Alta Wealth Advisors LLC3,654$1.61M0.76%-9413F-HRTimeline
White Knight Strategic Wealth Advisors,…3,645$1.61M1.37%013F-HRTimeline
LaSalle St. Investment Advisors, LLC3,615$1.59M0.44%-61213F-HRTimeline
CERTUITY, LLC3,618$1.59M0.15%+8513F-HRTimeline
Onyx Bridge Wealth Group LLC3,573$1.57M0.21%+10613F-HRTimeline
CRA Financial Services, LLC3,556$1.57M0.24%+24013F-HRTimeline
Eaton Financial Holdings Company, LLC3,542$1.56M0.48%-3,21613F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,510$1.55M0.26%new13F-HRTimeline
Heritage Investment Group, Inc.3,480$1.53M0.26%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,478$1.53M<0.01%-2,54313F-HR/ATimelineGroup
MOODY LYNN LIEBERSON & WALKER, LLC3,466$1.53M0.09%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,432$1.51M0.04%+4913F-HRTimelineGroup
Auxano Advisors, LLC3,414$1.5M0.35%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,403$1.5M0.01%+3313F-HRTimeline
Raab & Moskowitz Asset Management LLC3,388$1.49M0.36%-3013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,371$1.49M0.02%-6313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,352$1.48M0.1%-56913F-HRTimelineGroup
Lionsbridge Wealth Management LLC3,335$1.47M1.46%-1,61713F-HRTimeline
Capital Investment Advisory Services, L…3,330$1.47M0.12%-9013F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,323$1.46M0.05%-1113F-HRTimeline
FWG Holdings, LLC3,314$1.46M0.69%013F-HRTimeline
Good Life Advisors, LLC3,315$1.46M0.09%+9113F-HRTimeline
Resonant Capital Advisors, LLC3,300$1.46M0.09%013F-HRTimeline
BAILARD, INC.3,306$1.46M0.03%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,305$1.46M0.13%013F-HRTimelineGroup
Grandview Asset Management LLC3,269$1.44M0.46%+26613F-HRTimeline
Gallacher Capital Management LLC3,264$1.44M0.67%-1,17413F-HRTimeline
Round Rock Advisors LLC3,249$1.43M0.25%013F-HRTimeline
Fort Point Capital Partners LLC3,204$1.42M0.14%-413F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,200$1.41M0.02%-55013F-HRTimelineGroup
SAGE ADVISORS, LLC3,172$1.4M1%-76813F-HRTimeline
Arax Advisory Partners3,161$1.39M0.06%+2,72313F-HRTimeline
Optivise Advisory Services LLC3,159$1.39M0.71%-33113F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC3,145$1.39M0.29%+1,54413F-HRTimelineGroup
TD Asset Management Inc3,140$1.38M<0.01%-2,00013F-HRTimeline
Arete Wealth Advisors, LLC3,130$1.38M0.1%-58313F-HRTimeline
SIGNATUREFD, LLC3,124$1.38M0.02%-1513F-HRTimeline
UPTICK PARTNERS, LLC3,116$1.37M0.39%+513F-HRTimeline
CAXTON ASSOCIATES LLP3,105$1.37M0.04%-95113F-HRTimeline
Perigon Wealth Management, LLC3,071$1.35M0.03%+8113F-HRTimeline
Jacobi Capital Management LLC3,058$1.35M0.09%-4813F-HRTimeline
Financial Life Planners3,058$1.35M1.1%-59913F-HRTimeline
SYNOVUS FINANCIAL CORP3,028$1.34M0.02%-48713F-HRTimeline
Hapanowicz & Associates Financial Servi…3,029$1.33M0.67%new13F-HRTimeline
Northern Capital Management, Inc.3,023$1.33M0.78%013F-HRTimeline
Koshinski Asset Management, Inc.3,015$1.33M0.1%-99113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,013$1.33M0.02%+4513F-HRTimeline
Stonebrook Private Inc.3,004$1.32M0.31%+1,12213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,984$1.31M0.09%new13F-HRTimeline
Well Done, LLC2,946$1.3M0.24%-13413F-HRTimeline
Pinnacle Family Advisors, LLC2,954$1.3M0.63%-4,01713F-HRTimeline
Clearstead Advisors, LLC2,926$1.29M0.02%+213F-HRTimeline
GODSEY & GIBB, INC2,924$1.29M0.12%-8513F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC2,920$1.29M0.68%013F-HRTimeline
Fortitude Family Office, LLC2,918$1.29M0.43%+113F-HRTimeline
Eagle Capital Management, LLC2,915$1.28M0.56%013F-HRTimeline
Aspen Capital Management, LLC2,850$1.26M0.35%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,850$1.25M0.2%+7613F-HRTimeline
First City Capital Management, Inc.2,835$1.25M0.72%+113F-HRTimeline
Apella Capital, LLC2,805$1.25M0.03%+1,82313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,824$1.24M0.42%+7413F-HRTimeline
NFSG Corp2,817$1.24M0.2%-37013F-HRTimeline
Asset Allocation Strategies LLC2,811$1.24M0.27%-1,47613F-HRTimeline
SeaCrest Wealth Management, LLC2,809$1.24M0.13%+19813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,803$1.24M0.01%-5113F-HRTimelineGroup
First PREMIER Bank2,800$1.23M0.3%013F-HRTimeline
Wilmington Savings Fund Society, FSB2,797$1.23M0.02%-24313F-HRTimeline
MGO ONE SEVEN LLC2,782$1.23M0.04%+7813F-HRTimeline
Fortune Financial Advisors, LLC2,753$1.21M0.98%+613F-HRTimeline
PINKERTON WEALTH, LLC2,741$1.21M0.14%-254,68513F-HRTimeline
Mayflower Financial Advisors, LLC2,722$1.2M0.17%013F-HRTimeline
NorthCrest Asset Manangement, LLC2,655$1.19M0.03%-1613F-HRTimeline
Sequoia Financial Advisors, LLC2,697$1.19M0.01%+1313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,675$1.18M0.16%-8113F-HRTimeline
SAXON INTERESTS, INC.2,804$1.18M0.55%013F-HRTimeline
XML Financial, LLC2,665$1.17M0.1%+19413F-HRTimeline
Joel Isaacson & Co., LLC2,663$1.17M0.05%-62313F-HRTimeline
WESPAC Advisors, LLC2,662$1.17M0.82%-16613F-HRTimeline
Beaumont Financial Advisors, LLC2,638$1.16M0.08%-7913F-HRTimeline
ZWJ INVESTMENT COUNSEL INC2,619$1.15M0.04%+1113F-HRTimeline
Valeo Financial Advisors, LLC2,618$1.15M0.03%+71313F-HR/ATimeline
CENTRAL TRUST Co2,605$1.15M0.03%-313F-HRTimeline
Maven Securities LTDin group Maven Securities LTD2,602$1.15M0.3%new13F-HRTimelineGroup
HANCOCK WHITNEY CORP2,589$1.14M0.02%-5013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,585$1.14M<0.01%013F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…2,558$1.13M0.05%13F-HRTimeline
Sovereign Financial Group, Inc.2,557$1.13M0.23%+23313F-HRTimeline
Peoples Bank/KS2,546$1.12M0.75%013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,543$1.12M0.3%013F-HRTimelineGroup
First National Trust Co2,537$1.12M0.04%-3413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC2,525$1.11M<0.01%-122,37413F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC2,518$1.11M0.05%-513F-HRTimeline
Glenmede Investment Management, LP2,513$1.11M0.01%13F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc2,512$1.11M0.63%+66913F-HRTimeline
Gotham Asset Management, LLC2,500$1.1M0.01%013F-HRTimeline
DRW Securities, LLC2,481$1.09M0.08%-7,51913F-HRTimeline
JFS WEALTH ADVISORS, LLC2,476$1.09M0.07%+11613F-HRTimeline
FORONJY FINANCIAL LLC2,458$1.08M0.51%13F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC2,448$1.08M0.23%+1,09013F-HRTimeline
Kelman-Lazarov, Inc.2,442$1.08M0.17%+1213F-HRTimeline
Castle Rock Wealth Management, LLC2,411$1.07M0.25%-2513F-HRTimeline
PRIVATE TRUST CO NA2,426$1.07M0.1%+12813F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC2,412$1.06M0.25%-95513F-HR/ATimeline
Aptus Capital Advisors, LLC2,410$1.06M0.01%+213F-HRTimeline
COZAD ASSET MANAGEMENT INC2,406$1.06M0.09%013F-HR/ATimeline
Banco Santander, S.A.in group Banco Santander, S.A.2,405$1.06M0.01%+1,69013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Financial Alternatives, Inc2,395$1.06M0.69%013F-HRTimeline
Latitude Advisors, LLC2,393$1.05M0.53%-53513F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,375$1.05M0.07%+21413F-HRTimeline
Duncan Williams Asset Management, LLC2,374$1.05M0.33%+18613F-HR/ATimeline
MOTCO2,358$1.04M0.1%013F-HRTimeline
WBH ADVISORY INC2,359$1.04M0.09%-1,09813F-HRTimeline
Widmann Financial Services, Inc.2,356$1.04M0.72%-10013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,334$1.03M0.01%-20513F-HRTimelineGroup
Verdence Capital Advisors LLC2,325$1.02M0.07%-46713F-HRTimeline
Zhang Financial LLC2,303$1.01M0.05%013F-HRTimeline
Magnus Financial Group LLC2,301$1.01M0.09%-33213F-HRTimeline
Maxele Advisors, LLC2,299$1.01M0.88%-4613F-HRTimeline
KG Capital Management2,298$1.01M0.3%+7713F-HRTimeline
Clear Point Advisors Inc.2,296$1.01M0.85%-14313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,260$996K0.13%+35013F-HRTimeline
One Wealth Management Investment & Advi…2,257$995K1.28%+113F-HRTimeline
Visionary Wealth Advisors2,246$990K0.05%-2213F-HRTimeline
Beacon Bank & Trust2,236$985K0.22%new13F-HRTimeline
Florida Trust Wealth Management Co2,218$977K0.03%+14113F-HRTimeline
Selective Wealth Management, Inc.2,188$972K0.36%+113F-HRTimeline
HBK Sorce Advisory LLC2,206$972K0.03%+113F-HRTimeline
Jaffetilchin Investment Partners, LLC2,188$964K0.06%-1313F-HRTimeline
Mill Creek Capital Advisors, LLC2,185$963K0.02%-2,50813F-HRTimeline
Koss-Olinger Consulting, LLC2,171$957K0.08%-11613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,159$951K<0.01%+1,21013F-HRTimelineGroup
QTR Family Wealth, LLC2,158$951K0.59%+6513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,154$949K<0.01%+38713F-HRTimelineGroup
Midwest Trust Co2,152$948K0.01%13F-HRTimeline
BANK OF HAWAII2,149$947K0.05%-9613F-HRTimeline
VestGen Advisors, LLC2,141$945K0.04%-3,02413F-HRTimeline
ROMANO BROTHERS AND COMPANY2,143$944K0.12%+6113F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,131$939K0.73%-1213F-HRTimeline
True North Advisors, LLC2,103$927K0.18%+613F-HRTimeline
Strait & Sound Wealth Management LLC2,095$923K0.39%-52913F-HRTimeline
Pegasus Asset Management, Inc.2,085$919K0.31%-1013F-HRTimeline
Oxinas Partners, LLC2,083$918K0.47%+45813F-HRTimeline
Lion Street Advisors, LLC2,081$917K0.28%-42913F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,079$916K0.43%-4013F-HRTimeline
Allie Family Office LLC2,078$916K0.45%013F-HRTimeline
Foundations Investment Advisors, LLC2,076$915K0.01%-58313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,051$904K0.03%+2313F-HRTimeline
Bawa N Mallick Trust2,025$892K0.37%013F-HRTimeline
NCP Inc.2,014$887K0.84%+313F-HRTimeline
Drexel Morgan & Co.2,000$881K0.16%013F-HRTimeline
HOLDERNESS INVESTMENTS CO1,999$881K0.19%+3713F-HRTimeline
MinichMacGregor Wealth Management, LLC1,992$878K0.19%-113F-HRTimeline
Huntleigh Advisors, Inc.1,982$873K0.17%-10413F-HRTimeline
Engineers Gate Manager LP1,966$866K0.01%new13F-HRTimeline
UNITED BANK1,944$857K0.1%013F-HRTimeline
SOL Capital Management CO1,930$850K0.08%013F-HRTimeline
Quartz Partners, LLC1,914$843K0.39%+59413F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV1,905$839K0.16%-313F-HRTimeline
Arkos Global Advisors1,890$833K0.12%013F-HRTimeline
AM INVESTMENT STRATEGIES LLC1,888$831K0.2%+25913F-HRTimeline
Financial Engines Advisors L.L.C.1,885$830K<0.01%+27613F-HRTimeline
Summit X, LLC1,877$828K0.15%+11613F-HRTimeline
180 WEALTH ADVISORS, LLC1,876$827K0.12%013F-HRTimeline
DUNCKER STREETT & CO INC1,870$824K0.15%-7913F-HRTimeline
WORLD EQUITY GROUP, INC.1,856$818K0.22%+1,17913F-HRTimeline
Cypress Wealth Services, LLC1,848$814K0.15%+413F-HRTimeline
Soundwatch Capital LLC1,853$813K0.14%+313F-HRTimeline
Strategies Wealth Advisors, LLC1,838$810K0.09%-113F-HRTimeline
Regal Investment Advisors LLC1,838$810K0.06%-43913F-HRTimeline