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Disclosery

DIA STATE STR SPDR DOW JONES IND

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UT SER 1 (fund), issuer CIK 1041130

1,378 managers (1,392 13F filers) reported a position in DIA shares at 2025-12-31, 39,406,583 shares in all. 96 filers opened a position and 52 filers sold out during the quarter.

Managers
1,378
13F filers
1,392
New
96
Added
437
Reduced
382
Sold out
52
Shares held by filers
39,406,583

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Apriem Advisors4,150$1.99M0.18%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,140$1.99M0.04%+113F-HRTimeline
Jackson Hole Capital Partners, LLC4,134$1.99M0.34%-1313F-HRTimeline
Grandview Asset Management LLC4,103$1.97M0.54%+38113F-HRTimeline
Kaizen Financial Strategies4,092$1.97M0.87%-47313F-HRTimeline
American Wealth Advisors, LLC4,065$1.95M1.92%-9813F-HRTimeline
TIAAgroup of 2 filers holding4,061$1.95M+196Timeline
Larson Financial Group LLC4,042$1.94M0.06%-513F-HRTimeline
Ashford Advisors, LLC4,000$1.93M0.42%013F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC4,000$1.93M1.77%13F-HRTimeline
Wealth Management Partners, LLC4,008$1.93M0.55%013F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…3,999$1.92M0.02%+74413F-HRTimelineGroup
Arax Advisory Partners3,954$1.9M0.06%-3,27213F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO3,951$1.9M0.1%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…3,986$1.89M0.31%-19113F-HRTimelineGroup
Triumph Capital Management3,914$1.88M0.41%-313F-HRTimeline
WESTBOURNE INVESTMENTS, INC.3,881$1.87M0.87%-16613F-HRTimeline
Connecticut Wealth Management, LLC3,878$1.86M0.08%013F-HRTimeline
Global Retirement Partners, LLC3,869$1.86M0.03%+8313F-HRTimeline
Aull & Monroe Investment Management Corp3,815$1.83M0.92%+15013F-HRTimeline
Paulson Wealth Management Inc.3,807$1.83M0.42%+4113F-HRTimeline
SIG BROKERAGE, LP3,800$1.83M0.61%013F-HRTimeline
Roundview Capital LLC3,795$1.82M0.11%013F-HRTimeline
Strategic Blueprint, LLC3,758$1.81M0.11%-92213F-HRTimeline
Morton Capital Management LLC/CA3,757$1.81M0.28%-1413F-HRTimeline
EVOKE WEALTH, LLC3,746$1.8M0.03%+1913F-HRTimeline
LaSalle St. Investment Advisors, LLC3,727$1.79M0.29%-2013F-HRTimeline
HUB Investment Partners, LLC3,727$1.79M0.05%-9413F-HRTimeline
CERTUITY, LLC3,721$1.79M0.11%+113F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…3,717$1.79M0.01%013F-HRTimelineGroup
Gallacher Capital Management LLC3,715$1.79M0.69%+18113F-HRTimeline
Harvest Investment Services, LLC3,710$1.78M0.34%-26813F-HRTimeline
Valmark Advisers, Inc.3,710$1.78M0.02%+3113F-HRTimeline
W.H. Cornerstone Investments Inc.3,710$1.78M1.07%-1213F-HRTimeline
Purus Wealth Management, LLC3,676$1.77M0.55%+1013F-HRTimeline
CV Advisors LLC3,674$1.77M0.45%013F-HRTimeline
White Knight Strategic Wealth Advisors,…3,645$1.75M1.28%013F-HRTimeline
Sharper & Granite LLC3,630$1.74M0.61%013F-HRTimeline
Stokes Family Office, LLC3,626$1.74M0.16%013F-HRTimeline
Optivise Advisory Services LLC3,574$1.72M0.99%+29713F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,570$1.72M0.24%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,533$1.7M0.02%-9613F-HRTimelineGroup
Rydar Equities, Inc.3,501$1.68M1.31%+613F-HRTimeline
Onyx Bridge Wealth Group LLC3,495$1.68M0.18%-5413F-HRTimeline
Heritage Investment Group, Inc.3,480$1.67M0.25%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC3,466$1.67M0.09%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,417$1.64M0.02%+4313F-HRTimeline
Auxano Advisors, LLC3,414$1.64M0.32%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,783$1.64M0.11%+8413F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO3,343$1.61M0.02%+23013F-HRTimeline
FWG Holdings, LLC3,281$1.6M0.61%013F-HR/ATimeline
Cambridge Advisors Inc.3,336$1.6M0.31%-46713F-HRTimeline
Cerro Pacific Wealth Advisors LLC3,327$1.6M0.43%-513F-HRTimeline
Dynamic Advisor Solutions LLC3,323$1.6M0.05%-48313F-HRTimeline
MidFirst Bank3,319$1.6M0.13%13F-HRTimeline
Raab & Moskowitz Asset Management LLC3,318$1.59M0.35%-3813F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,314$1.59M0.05%-313F-HRTimeline
Resonant Capital Advisors, LLC3,300$1.59M0.09%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,305$1.59M0.12%013F-HRTimelineGroup
LETSON INVESTMENT MANAGEMENT, INC.3,300$1.59M0.58%-3,22013F-HRTimeline
Round Rock Advisors LLC3,265$1.57M0.24%+1613F-HR/ATimeline
Fiscal Wisdom Wealth Management, LLC3,264$1.57M1.48%+44813F-HRTimeline
Sovran Advisors, LLC3,158$1.56M0.13%+1,73013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,239$1.56M0.04%-22013F-HRTimelineGroup
XML Financial, LLC3,227$1.55M0.13%-4113F-HRTimeline
Bernicke Wealth Management, Ltd.3,204$1.54M0.2%13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,200$1.54M0.02%013F-HRTimelineGroup
Odyssey Capital Advisors, Inc.3,192$1.53M1.36%13F-HRTimeline
Modera Wealth Management, LLC3,185$1.53M0.02%-47513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,131$1.5M0.09%-3,07213F-HRTimeline
Capital Investment Advisory Services, L…3,094$1.49M0.11%-9913F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC3,071$1.48M0.25%-713F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC3,050$1.47M0.93%13F-HRTimeline
High Net Worth Advisory Group LLC3,031$1.46M0.34%+9013F-HRTimeline
Hapanowicz & Associates Financial Servi…3,029$1.46M0.57%013F-HRTimeline
Northern Capital Management, Inc.3,023$1.45M0.77%013F-HRTimeline
Fiduciary Wealth Partners, LLC3,015$1.45M0.59%013F-HRTimeline
SIGNATUREFD, LLC3,006$1.44M0.02%-2813F-HRTimeline
Koshinski Asset Management, Inc.3,005$1.44M0.09%-913F-HRTimeline
Jacobi Capital Management LLC3,003$1.44M0.08%-6113F-HRTimeline
PARK NATIONAL CORP /OH/3,000$1.44M0.04%new13F-HRTimeline
UPTICK PARTNERS, LLC2,989$1.44M0.31%-13913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,984$1.43M0.09%013F-HRTimeline
Clear Creek Financial Management, LLC2,984$1.43M0.12%+25313F-HRTimeline
CRA Financial Services, LLC2,963$1.42M0.19%-22013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,941$1.41M0.05%+52213F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC2,920$1.4M0.71%013F-HRTimeline
Eagle Capital Management, LLC2,915$1.4M0.51%013F-HRTimeline
Apella Capital, LLC2,901$1.39M0.03%+8013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc2,900$1.39M0.73%+1213F-HRTimeline
Perigon Wealth Management, LLC2,889$1.39M0.02%+113F-HRTimeline
Successful Portfolios LLC2,800$1.39M0.71%+1,80013F-HRTimeline
Financial Life Planners2,882$1.39M0.99%+1013F-HRTimeline
Daybright Advisory Services, Inc.2,862$1.38M0.37%13F-HRTimeline
Aspen Capital Management, LLC2,850$1.37M0.34%013F-HRTimeline
Clearstead Advisors, LLC2,846$1.37M0.02%-8013F-HRTimeline
Advisor Resource Council2,761$1.36M0.49%new13F-HRTimeline
First City Capital Management, Inc.2,836$1.36M0.72%+113F-HRTimeline
Eaton Financial Holdings Company, LLC2,833$1.36M0.37%-39913F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,827$1.36M<0.01%013F-HRTimelineGroup
Sovereign Financial Group, Inc.2,826$1.36M0.24%+15313F-HRTimeline
Beaumont Financial Advisors, LLC2,817$1.35M0.09%+17913F-HRTimeline
Stonebrook Private Inc.2,817$1.35M0.28%-2213F-HRTimeline
MGO ONE SEVEN LLC2,814$1.35M0.03%+7113F-HRTimeline
Osbon Capital Management LLC2,801$1.35M1.26%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,801$1.35M0.03%-6313F-HRTimelineGroup
First PREMIER Bank2,800$1.34M0.31%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,798$1.34M0.19%-1813F-HRTimeline
Kelman-Lazarov, Inc.2,777$1.33M0.19%+1113F-HRTimeline
Vestmark Advisory Solutions, Inc.2,764$1.33M0.02%+4413F-HRTimeline
Bannerstone Capital Management, LLC2,761$1.33M1.27%13F-HRTimeline
Tannin Capital LLC2,759$1.33M1.19%13F-HRTimeline
American Alpha Advisors, LLC2,741$1.32M0.83%+29713F-HR/ATimeline
TD Asset Management Inc2,726$1.31M<0.01%-92513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,715$1.3M0.16%+6213F-HRTimeline
NorthCrest Asset Manangement, LLC2,662$1.3M0.03%+313F-HRTimeline
GODSEY & GIBB, INC2,702$1.3M0.12%-46913F-HRTimeline
HighPoint Advisor Group LLC2,699$1.3M0.03%new13F-HRTimeline
Activest Wealth Management2,673$1.28M0.24%+19113F-HRTimeline
Fortune Financial Advisors, LLC2,660$1.28M0.86%-9613F-HRTimeline
Acropolis Investment Management, LLC2,645$1.27M0.06%+54513F-HRTimeline
FORONJY FINANCIAL LLC2,637$1.27M0.53%+613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,633$1.27M0.16%+15213F-HRTimelineGroup
AlphaCore Capital LLC2,625$1.26M0.03%+1,57313F-HRTimeline
SOL Capital Management CO2,629$1.26M0.11%+20413F-HRTimeline
NWF Advisory Services Inc.2,624$1.26M0.14%+1113F-HRTimeline
Caprock Group, LLC2,584$1.25M0.03%+2613F-HRTimeline
GM Advisory Group, LLC2,589$1.24M0.05%new13F-HRTimeline
HANCOCK WHITNEY CORP2,589$1.24M0.02%013F-HRTimeline
Samalin Investment Counsel, LLC2,588$1.24M0.44%+20213F-HRTimeline
Cypress Wealth Services, LLC2,582$1.24M0.17%+70113F-HRTimeline
Well Done, LLC2,569$1.23M0.18%-613F-HRTimeline
HBK Sorce Advisory LLC2,459$1.23M0.03%013F-HRTimeline
WBH ADVISORY INC2,563$1.23M0.09%+20213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,562$1.23M0.02%+1,32013F-HR/ATimeline
Chicago Partners Investment Group LLC2,492$1.22M0.03%+1,07313F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,543$1.22M0.3%013F-HRTimelineGroup
CENTRAL TRUST Co2,543$1.22M0.02%-6213F-HRTimeline
WESPAC Advisors, LLC2,529$1.22M0.66%-8813F-HRTimeline
NCP Inc.2,528$1.22M0.98%+35113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC2,525$1.21M<0.01%-2,93413F-HR/ATimelineGroup
VestGen Advisors, LLC2,521$1.21M0.05%+60713F-HRTimeline
Redwood Family Wealth LLC2,520$1.21M1.2%13F-HRTimeline
Sequoia Financial Advisors, LLC2,518$1.21M0.01%-34013F-HRTimeline
NFSG Corp2,504$1.2M0.19%-27213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,503$1.2M0.01%13F-HRTimelineGroup
Gotham Asset Management, LLC2,500$1.2M<0.01%013F-HRTimeline
First National Trust Co2,497$1.2M0.04%013F-HRTimeline
Valeo Financial Advisors, LLC2,495$1.2M0.03%-4713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,492$1.2M0.06%-1213F-HRTimeline
Duncan Williams Asset Management, LLC2,382$1.18M0.29%+513F-HRTimeline
QTR Family Wealth, LLC2,343$1.18M0.52%+18313F-HRTimeline
Aptus Capital Advisors, LLC2,436$1.17M0.01%+2513F-HRTimeline
Latitude Advisors, LLC2,436$1.17M0.52%+6013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,435$1.17M0.06%+5013F-HRTimeline
Verdence Capital Advisors LLC2,425$1.17M0.07%-10013F-HRTimeline
Financial Alternatives, Inc2,407$1.16M0.67%013F-HRTimeline
COZAD ASSET MANAGEMENT INC2,392$1.15M0.09%-913F-HRTimeline
KG Capital Management2,389$1.15M0.3%+3613F-HRTimeline
Castle Rock Wealth Management, LLC2,334$1.14M0.25%-4113F-HRTimeline
Soltis Investment Advisors LLC2,363$1.14M0.07%+1,64213F-HR/ATimeline
Asset Allocation Strategies LLC2,353$1.13M0.21%-15813F-HRTimeline
JFS WEALTH ADVISORS, LLC2,346$1.13M0.06%-6413F-HRTimeline
BTS Asset Management, Inc.2,338$1.12M1.52%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC2,309$1.11M0.52%-6,11813F-HRTimeline
Wealth Quarterback LLC2,265$1.09M0.39%-17,43613F-HRTimeline
One Wealth Management Investment & Advi…2,256$1.08M1.18%+313F-HRTimeline
Selective Wealth Management, Inc.2,190$1.08M0.34%+213F-HRTimeline
Betterment LLC2,246$1.08M<0.01%+33513F-HRTimeline
Mill Creek Capital Advisors, LLC2,242$1.08M0.02%+113F-HRTimeline
Beacon Bank & Trust2,236$1.07M0.22%013F-HRTimeline
Zhang Financial LLC2,233$1.07M0.04%013F-HRTimeline
Imprint Wealth LLC2,225$1.07M5%013F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC2,219$1.07M0.73%13F-HRTimeline
truNorth Financial Services, Inc.2,215$1.06M1.15%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,211$1.06M0.11%+113F-HRTimeline
OpenArc Corporate Advisory, LLC2,211$1.06M0.02%13F-HRTimeline
Michael J. Porro & Co. Financial Adviso…2,210$1.06M0.89%13F-HRTimeline
Maxele Advisors, LLC2,206$1.06M0.86%-1813F-HRTimeline
Florida Trust Wealth Management Co2,205$1.06M0.03%-1313F-HRTimeline
ROMANO BROTHERS AND COMPANY2,199$1.06M0.12%+3613F-HRTimeline
Magnus Financial Group LLC2,191$1.05M0.08%-5613F-HRTimeline
Jaffetilchin Investment Partners, LLC2,186$1.05M0.06%+513F-HRTimeline
Visionary Wealth Advisors2,185$1.05M0.05%-713F-HRTimeline
Midwest Trust Co2,182$1.05M0.01%-4113F-HRTimeline
MinichMacGregor Wealth Management, LLC2,159$1.04M0.19%+16713F-HRTimeline
Stone Wealth Partners2,146$1.03M0.92%13F-HRTimeline
BANK OF HAWAII2,149$1.03M0.05%013F-HRTimeline
Widmann Financial Services, Inc.2,138$1.03M0.63%-21813F-HRTimeline
Rathbones Group PLC2,133$1.03M<0.01%+45013F-HR/ATimeline
Smartleaf Asset Management LLC2,090$1.01M0.04%+2,04013F-HRTimeline
BANTA ASSET MANAGEMENT LP2,094$1.01M0.92%13F-HRTimeline
PRIVATE TRUST CO NA2,093$1.01M0.09%+713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,092$1.01M0.3%-67913F-HRTimeline
Quartz Partners, LLC2,090$1M0.37%-3213F-HRTimeline
Strait & Sound Wealth Management LLC2,083$1M0.37%-1313F-HRTimeline
Allie Family Office LLC2,078$1M0.47%013F-HRTimeline
BAILARD, INC.2,080$1000K0.02%-10113F-HRTimeline
Vise Technologies, Inc.2,078$999K0.02%+1,46013F-HRTimeline
AIA Group Ltdin group AIA Group Ltd2,065$992K0.01%-115,95013F-HRTimelineGroup