Skip to content
Disclosery

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
Connecticut Wealth Management, LLC3,878$1.8M0.08%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,865$1.79M<0.01%+11113F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.3,836$1.78M0.01%-7,57913F-HRTimelineGroup
HUB Investment Partners, LLC3,821$1.77M0.07%+10313F-HRTimeline
Dynamic Advisor Solutions LLC3,806$1.76M0.05%-5,37013F-HRTimeline
Cambridge Advisors Inc.3,803$1.76M0.34%-1513F-HRTimeline
SIG BROKERAGE, LP3,800$1.76M0.44%new13F-HRTimeline
Roundview Capital LLC3,795$1.76M0.11%013F-HRTimeline
Global Retirement Partners, LLC3,786$1.76M0.04%+5413F-HRTimeline
Morton Capital Management LLC/CA3,771$1.75M0.29%-93013F-HRTimeline
Paulson Wealth Management Inc.3,766$1.75M0.41%-10913F-HRTimeline
LaSalle St. Investment Advisors, LLC3,747$1.74M0.31%+13213F-HRTimeline
EVOKE WEALTH, LLC3,727$1.73M0.04%-6213F-HRTimeline
W.H. Cornerstone Investments Inc.3,722$1.73M1.05%+1313F-HRTimeline
Grandview Asset Management LLC3,722$1.73M0.49%+45313F-HRTimeline
CERTUITY, LLC3,720$1.73M0.12%+10213F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…3,717$1.72M0.02%013F-HRTimelineGroup
Valmark Advisers, Inc.3,679$1.71M0.02%+2313F-HRTimeline
CV Advisors LLC3,674$1.7M0.47%new13F-HRTimeline
Purus Wealth Management, LLC3,666$1.7M0.54%+1113F-HRTimeline
Aull & Monroe Investment Management Corp3,665$1.7M0.87%013F-HRTimeline
Modera Wealth Management, LLC3,660$1.7M0.02%-18213F-HRTimeline
TD Asset Management Inc3,651$1.69M<0.01%+51113F-HRTimeline
White Knight Strategic Wealth Advisors,…3,645$1.69M1.33%013F-HRTimeline
Sharper & Granite LLC3,630$1.68M0.6%-1,25013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,629$1.68M0.02%+1,29513F-HRTimelineGroup
Stokes Family Office, LLC3,626$1.68M0.16%-46113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,570$1.66M0.25%+6013F-HRTimeline
Onyx Bridge Wealth Group LLC3,549$1.65M0.18%-2413F-HRTimeline
Gallacher Capital Management LLC3,534$1.64M0.65%+27013F-HRTimeline
Rydar Equities, Inc.3,495$1.62M1.3%-20313F-HRTimeline
Heritage Investment Group, Inc.3,480$1.61M0.26%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC3,466$1.61M0.09%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,459$1.6M0.04%+2713F-HRTimelineGroup
Auxano Advisors, LLC3,414$1.58M0.34%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,374$1.56M0.02%+313F-HRTimeline
FWG Holdings, LLC3,281$1.56M0.67%-3313F-HRTimeline
Alta Wealth Advisors LLC3,368$1.56M0.56%-28613F-HRTimeline
Lionsbridge Wealth Management LLC3,368$1.56M1.54%+3313F-HRTimeline
Raab & Moskowitz Asset Management LLC3,356$1.56M0.35%-3213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,699$1.55M0.1%+34713F-HRTimelineGroup
Cerro Pacific Wealth Advisors LLC3,332$1.55M0.42%-45013F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,317$1.54M0.05%-613F-HRTimeline
Resonant Capital Advisors, LLC3,300$1.53M0.09%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,305$1.53M0.13%013F-HRTimelineGroup
Financial Engines Advisors L.L.C.3,291$1.53M<0.01%+1,40613F-HRTimeline
Optivise Advisory Services LLC3,277$1.52M0.9%+11813F-HRTimeline
XML Financial, LLC3,268$1.52M0.12%+60313F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…3,255$1.51M0.01%-43313F-HRTimelineGroup
Round Rock Advisors LLC3,249$1.51M0.24%013F-HRTimeline
Eaton Financial Holdings Company, LLC3,232$1.5M0.42%-31013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,200$1.48M0.02%013F-HRTimelineGroup
Capital Investment Advisory Services, L…3,193$1.48M0.12%-13713F-HRTimeline
CRA Financial Services, LLC3,183$1.48M0.2%-37313F-HRTimeline
GODSEY & GIBB, INC3,171$1.47M0.13%+24713F-HRTimeline
SYNOVUS FINANCIAL CORP3,152$1.46M0.02%+12413F-HRTimeline
UPTICK PARTNERS, LLC3,128$1.45M0.38%+1213F-HRTimeline
Arete Wealth Advisors, LLC3,120$1.45M0.09%-1013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,113$1.44M0.02%+10013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC3,078$1.43M0.26%-6713F-HRTimelineGroup
Jacobi Capital Management LLC3,064$1.42M0.09%+613F-HRTimeline
SIGNATUREFD, LLC3,034$1.41M0.02%-9013F-HRTimeline
Hapanowicz & Associates Financial Servi…3,029$1.4M0.65%013F-HRTimeline
Northern Capital Management, Inc.3,023$1.4M0.76%013F-HRTimeline
Fiduciary Wealth Partners, LLC3,015$1.4M0.59%+3,01513F-HRTimeline
Koshinski Asset Management, Inc.3,014$1.4M0.09%-113F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,984$1.38M0.09%013F-HRTimeline
TWO SIGMA SECURITIES, LLC2,984$1.38M0.2%+2,34813F-HRTimeline
High Net Worth Advisory Group LLC2,941$1.36M0.33%+1,13213F-HRTimeline
Clearstead Advisors, LLC2,926$1.36M0.02%013F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC2,920$1.35M0.66%013F-HRTimeline
Eagle Capital Management, LLC2,915$1.35M0.51%013F-HRTimeline
Perigon Wealth Management, LLC2,888$1.34M0.03%-18313F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc2,888$1.34M0.71%+37613F-HRTimeline
Financial Life Planners2,872$1.33M0.89%-18613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,864$1.33M0.03%-2,03313F-HRTimelineGroup
Sequoia Financial Advisors, LLC2,858$1.33M0.01%+16113F-HRTimeline
Aspen Capital Management, LLC2,850$1.32M0.34%013F-HRTimeline
Stonebrook Private Inc.2,839$1.32M0.28%-16513F-HRTimeline
First City Capital Management, Inc.2,835$1.31M0.71%013F-HRTimeline
Pinnacle Family Advisors, LLC2,830$1.31M0.57%-12413F-HRTimeline
Fiscal Wisdom Wealth Management, LLC2,816$1.31M1.24%13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,827$1.31M<0.01%+24213F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC2,816$1.3M0.2%-3413F-HRTimeline
First PREMIER Bank2,800$1.3M0.29%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,797$1.3M0.01%-613F-HRTimelineGroup
Apella Capital, LLC2,821$1.3M0.03%+1613F-HRTimeline
NFSG Corp2,776$1.29M0.19%-4113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,771$1.29M0.41%-5313F-HRTimeline
Kelman-Lazarov, Inc.2,766$1.28M0.19%+32413F-HRTimeline
Fortune Financial Advisors, LLC2,756$1.28M0.96%+313F-HRTimeline
MGO ONE SEVEN LLC2,743$1.27M0.03%-3913F-HRTimeline
Clear Creek Financial Management, LLC2,731$1.27M0.11%-7,62013F-HRTimeline
Vestmark Advisory Solutions, Inc.2,720$1.26M0.02%new13F-HRTimeline
Sovereign Financial Group, Inc.2,673$1.24M0.23%+11613F-HRTimeline
NorthCrest Asset Manangement, LLC2,659$1.24M0.03%+413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,653$1.23M0.15%-2213F-HRTimeline
True Freedom Investing, LLC2,639$1.22M0.44%-3,10913F-HRTimeline
Beaumont Financial Advisors, LLC2,638$1.22M0.08%013F-HRTimeline
FORONJY FINANCIAL LLC2,631$1.22M0.53%+17313F-HRTimeline
WESPAC Advisors, LLC2,617$1.21M0.71%-4513F-HRTimeline
Mayflower Financial Advisors, LLC2,616$1.21M0.15%-10613F-HRTimeline
NWF Advisory Services Inc.2,613$1.21M0.13%-1,86313F-HRTimeline
CENTRAL TRUST Co2,605$1.21M0.03%013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC2,594$1.2M0.04%-2513F-HRTimeline
HANCOCK WHITNEY CORP2,589$1.2M0.02%013F-HRTimeline
Verdence Capital Advisors LLC2,525$1.2M0.07%+20013F-HRTimeline
Well Done, LLC2,575$1.19M0.2%-37113F-HRTimeline
Laird Norton Wetherby Wealth Management…2,558$1.19M0.05%013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,543$1.18M0.29%013F-HRTimelineGroup
Valeo Financial Advisors, LLC2,542$1.18M0.03%-7613F-HRTimeline
Caprock Group, LLC2,558$1.17M0.03%13F-HRTimeline
Glenmede Investment Management, LP2,513$1.17M0.01%013F-HRTimeline
Asset Allocation Strategies LLC2,511$1.16M0.23%-30013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,504$1.16M0.05%-1413F-HRTimeline
Gotham Asset Management, LLC2,500$1.16M0.01%013F-HRTimeline
First National Trust Co2,497$1.16M0.04%-4013F-HRTimeline
Activest Wealth Management2,482$1.15M0.23%+95113F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding2,481$1.15M-2,271Timeline
HBK Sorce Advisory LLC2,459$1.14M0.03%+25313F-HR/ATimeline
American Alpha Advisors, LLC2,444$1.13M0.82%+82713F-HRTimeline
SOL Capital Management CO2,425$1.12M0.1%+49513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,419$1.12M0.04%+36813F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC2,412$1.12M0.24%013F-HR/ATimeline
Aptus Capital Advisors, LLC2,411$1.12M0.01%+113F-HRTimeline
JFS WEALTH ADVISORS, LLC2,410$1.12M0.07%-6613F-HRTimeline
Financial Alternatives, Inc2,407$1.12M0.68%+1213F-HRTimeline
COZAD ASSET MANAGEMENT INC2,401$1.11M0.09%-513F-HRTimeline
Samalin Investment Counsel, LLC2,386$1.11M0.38%+1,13713F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,385$1.11M0.06%+1013F-HRTimeline
Duncan Williams Asset Management, LLC2,377$1.1M0.31%+313F-HRTimeline
Castle Rock Wealth Management, LLC2,375$1.1M0.24%-3613F-HRTimeline
Latitude Advisors, LLC2,376$1.1M0.5%-1713F-HRTimeline
WBH ADVISORY INC2,361$1.09M0.08%+213F-HRTimeline
Widmann Financial Services, Inc.2,356$1.09M0.69%013F-HRTimeline
KG Capital Management2,353$1.09M0.3%+5513F-HRTimeline
Clear Point Advisors Inc.2,301$1.07M0.83%+513F-HRTimeline
One Wealth Management Investment & Advi…2,253$1.04M1.21%-413F-HRTimeline
Magnus Financial Group LLC2,247$1.04M0.08%-5413F-HRTimeline
Mill Creek Capital Advisors, LLC2,241$1.04M0.02%+5613F-HRTimeline
Beacon Bank & Trust2,236$1.04M0.22%013F-HRTimeline
Zhang Financial LLC2,233$1.04M0.04%-7013F-HRTimeline
Imprint Wealth LLC2,225$1.03M3.3%13F-HRTimeline
Maxele Advisors, LLC2,224$1.03M0.89%-7513F-HRTimeline
Midwest Trust Co2,223$1.03M0.01%+7113F-HRTimeline
Florida Trust Wealth Management Co2,218$1.03M0.03%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,210$1.02M0.12%-5013F-HRTimeline
Selective Wealth Management, Inc.2,188$1.02M0.33%013F-HRTimeline
Visionary Wealth Advisors2,192$1.02M0.05%-5413F-HRTimeline
Jaffetilchin Investment Partners, LLC2,181$1.01M0.06%-713F-HRTimeline
BAILARD, INC.2,181$1.01M0.02%-1,12513F-HRTimeline
NCP Inc.2,177$1.01M0.75%+16313F-HRTimeline
ROMANO BROTHERS AND COMPANY2,163$1M0.11%+2013F-HRTimeline
QTR Family Wealth, LLC2,160$1M0.48%+213F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK2,151$998K<0.01%new13F-HRTimelineGroup
BANK OF HAWAII2,149$997K0.05%013F-HRTimeline
Quartz Partners, LLC2,122$984K0.36%+20813F-HRTimeline
True North Advisors, LLC2,109$978K0.16%+613F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,104$976K0.72%-2713F-HRTimeline
Strait & Sound Wealth Management LLC2,096$972K0.37%+113F-HRTimeline
PRIVATE TRUST CO NA2,086$967K0.09%-34013F-HRTimeline
Allie Family Office LLC2,078$965K0.46%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,079$964K0.41%013F-HRTimeline
Koss-Olinger Consulting, LLC2,171$957K0.08%013F-HRTimeline
Oxinas Partners, LLC2,054$953K0.51%-2913F-HRTimeline
Foundations Investment Advisors, LLC2,048$950K0.01%-2813F-HRTimeline
Bawa N Mallick Trust2,025$939K0.36%013F-HRTimeline
Pegasus Asset Management, Inc.2,021$937K0.3%-6413F-HR/ATimeline
Drexel Morgan & Co.2,000$927K0.15%013F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP2,000$927K0.08%new13F-HRTimelineGroup
Acropolis Investment Management, LLC2,100$925K0.05%new13F-HRTimeline
MinichMacGregor Wealth Management, LLC1,992$924K0.18%013F-HRTimeline
HOLDERNESS INVESTMENTS CO1,969$913K0.19%-3013F-HRTimeline
UNITED BANK1,944$902K0.11%013F-HRTimeline
Guardian Asset Advisors, LLC1,931$896K0.48%-12,14613F-HRTimeline
VestGen Advisors, LLC1,914$888K0.03%-22713F-HRTimeline
Betterment LLC1,911$886K<0.01%new13F-HRTimeline
MOTCO1,893$878K0.08%-46513F-HRTimeline
AM INVESTMENT STRATEGIES LLC1,888$876K0.19%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,888$875K0.14%+6013F-HRTimeline
SeaCrest Wealth Management, LLC1,872$872K0.09%-93713F-HRTimeline
Cypress Wealth Services, LLC1,881$872K0.14%+3313F-HRTimeline
180 WEALTH ADVISORS, LLC1,871$868K0.11%-513F-HRTimeline
DUNCKER STREETT & CO INC1,871$868K0.15%+113F-HRTimeline
Soundwatch Capital LLC1,850$858K0.14%-313F-HRTimeline
Krilogy Financial LLC1,806$854K0.03%new13F-HRTimeline
Advanced Asset Management Advisors Inc1,837$852K0.23%013F-HRTimeline
Regal Investment Advisors LLC1,837$852K0.06%-113F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV1,830$849K0.15%-7513F-HRTimeline
Key Client Fiduciary Advisors, LLC1,826$847K0.29%013F-HRTimeline
Global Financial Private Client, LLC1,821$844K0.3%+25513F-HRTimeline
Peoples Bank/KS1,789$830K0.82%-75713F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC1,773$822K0.14%-67513F-HRTimeline
Farmers National Bank1,769$820K0.19%+2013F-HRTimeline
Joel Isaacson & Co., LLC1,763$818K0.03%-90013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,762$817K0.1%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,749$811K<0.01%-41013F-HRTimelineGroup
Fortitude Family Office, LLC1,747$810K0.22%-1,17113F-HRTimeline
OPTIMA CAPITAL LLC1,728$804K0.39%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.1,728$801K<0.01%-42613F-HRTimelineGroup