DIA STATE STR SPDR DOW JONES IND

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.

Holder	Shares	Value	% of portfolio	Change	Source
DUNCKER STREETT & CO INC	1,948	$829K	0.15%	+1	13F-HR Timeline
UNITED BANK	1,944	$827K	0.1%	0	13F-HR Timeline
CIM, LLC	1,940	$825K	0.12%	0	13F-HR Timeline
Chicago Capital, LLC	1,937	$824K	0.02%	new	13F-HR Timeline
SOL Capital Management CO	1,930	$821K	0.09%	-50	13F-HR Timeline
Stonebrook Private Inc.	1,927	$820K	0.21%	-170	13F-HR Timeline
Mutual Advisors, LLC	1,894	$817K	0.02%	-4,034	13F-HR Timeline
Strategies Wealth Advisors, LLC	1,836	$816K	0.1%	-203	13F-HR Timeline
DGS Capital Management, LLCin group DGS Capital Management, LLC	1,891	$805K	0.2%	+405	13F-HR Timeline Group
Arkos Global Advisors	1,890	$804K	0.12%	0	13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	1,880	$800K	0.32%	new	13F-HR Timeline
180 WEALTH ADVISORS, LLC	1,876	$798K	0.13%	0	13F-HR Timeline
NCP Inc.	1,867	$794K	0.41%	+287	13F-HR Timeline
EARNED WEALTH ADVISORS, LLC	1,859	$791K	0.25%	+6	13F-HR Timeline
Farmers National Bank	1,859	$791K	0.23%		13F-HR Timeline
LexAurum Advisors, LLC	1,854	$789K	0.16%	-251	13F-HR Timeline
Soundwatch Capital LLC	1,850	$787K	0.08%	0	13F-HR Timeline
Financial Futures Ltd Liability Co.	1,849	$787K	0.45%	-153	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	1,848	$786K	0.02%	+381	13F-HR Timeline Group
ACAS, LLC	1,733	$778K	0.58%	+465	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	1,826	$777K	0.35%	-20	13F-HR Timeline
American Investment Services, Inc.	1,824	$776K	0.14%	-164	13F-HR/A Timeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…	1,820	$774K	0.01%	new	13F-HR Timeline Group
HOLDERNESS INVESTMENTS CO	1,813	$771K	0.17%	+60	13F-HR Timeline
Horizon Wealth Management, LLC	1,810	$770K	0.13%	-8,069	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	1,800	$766K	0.12%	+1,270	13F-HR/A Timeline
Hobbs Group Advisors, LLC	1,793	$763K	0.29%	+7	13F-HR Timeline
SIMS INVESTMENT MANAGEMENT, LLC	1,786	$760K	0.43%		13F-HR Timeline
Cypress Wealth Services, LLC	1,783	$759K	0.15%	+179	13F-HR Timeline
Innovative Wealth Building LLC	1,773	$755K	0.68%		13F-HR Timeline
FAGAN ASSOCIATES, INC.	1,766	$751K	0.12%	0	13F-HR Timeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK	1,762	$750K	0.02%	0	13F-HR Timeline Group
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	1,751	$745K	0.04%	+474	13F-HR Timeline Group
FRANKLIN RESOURCES INCin group Franklin Resources	1,749	$744K	<0.01%	-65	13F-HR Timeline Group
HCR Wealth Advisors	1,739	$740K	0.09%	+2	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	1,737	$739K	0.05%	+460	13F-HR Timeline
OPTIMA CAPITAL LLC	1,728	$737K	0.51%		13F-HR Timeline
Financial Engines Advisors L.L.C.	1,729	$736K	<0.01%	+12	13F-HR Timeline
CAPITAL ADVISORS INC/OK	1,722	$733K	0.01%	+49	13F-HR Timeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC	1,721	$732K	0.32%	+11	13F-HR Timeline
OMNI 360 Wealth, Inc.	1,719	$731K	0.49%	-10	13F-HR/A Timeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC	1,715	$730K	<0.01%	-5,162	13F-HR Timeline Group
Evercore Wealth Management, LLC	1,712	$728K	0.01%	0	13F-HR Timeline
Empower Advisory Group, LLC	1,709	$727K	<0.01%	+3	13F-HR Timeline
EASTERN BANK	1,707	$726K	0.01%	0	13F-HR Timeline
ALBION FINANCIAL GROUP /UT	1,702	$724K	0.05%	+1,053	13F-HR Timeline
Argentarii, LLC	1,696	$722K	0.36%		13F-HR Timeline
MERITAGE PORTFOLIO MANAGEMENT	1,693	$720K	0.04%	0	13F-HR Timeline
M3 Advisory Group, LLC	1,689	$719K	0.51%	+22	13F-HR Timeline
American Alpha Advisors, LLC	1,688	$718K	0.65%	+81	13F-HR Timeline
Summit X, LLC	1,686	$718K	0.16%	+162	13F-HR Timeline
Activest Wealth Management	1,676	$713K	0.2%	+276	13F-HR Timeline
Eldridge Investment Advisors, Inc.	1,670	$711K	0.17%	-10	13F-HR Timeline
Global Financial Private Client, LLC	1,664	$708K	0.27%	-1	13F-HR Timeline
GPS Wealth Strategies Group, LLC	1,662	$707K	0.09%	+19	13F-HR Timeline
Chokshi & Queen Wealth Advisors, Inc	1,643	$699K	0.43%		13F-HR Timeline
BURNS J W & CO INC/NY	1,639	$697K	0.09%	-50	13F-HR Timeline
SHEETS SMITH WEALTH MANAGEMENT	1,638	$697K	0.09%	0	13F-HR Timeline
FOGEL CAPITAL MANAGEMENT, INC.	1,638	$697K	0.35%	-52	13F-HR Timeline
DENVER WEALTH MANAGEMENT, INC.	1,637	$696K	0.31%	-17	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	1,631	$694K	0.09%	-121	13F-HR Timeline
HOWARD WEALTH MANAGEMENT, LLC	1,629	$693K	0.38%	-171	13F-HR Timeline
Aviance Capital Partners, LLC	1,629	$693K	0.1%	-20	13F-HR Timeline
Valmark Advisers, Inc.	1,626	$692K	0.01%	+366	13F-HR Timeline
Sage Capital Advisors,llc	1,618	$688K	0.18%	+6	13F-HR Timeline
OneDigital Investment Advisors LLC	1,611	$686K	0.01%	-23	13F-HR Timeline
Bensler, LLC	1,607	$684K	0.08%	+1	13F-HR Timeline
DSG Capital Advisors, LLC	1,592	$677K	0.12%		13F-HR Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.	1,510	$673K	0.03%	0	13F-HR Timeline Group
SAX WEALTH ADVISORS, LLC	1,577	$671K	0.05%	-210	13F-HR Timeline
Per Stirling Capital Management, LLC.	1,569	$668K	0.09%	0	13F-HR Timeline
D L CARLSON INVESTMENT GROUP INC	1,568	$667K	0.12%	-39	13F-HR Timeline
Quartz Partners, LLC	1,561	$664K	0.4%	+232	13F-HR Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…	1,556	$662K	0.01%	-514	13F-HR Timeline Group
Sugarloaf Wealth Management, LLC	1,555	$662K	0.13%	-1,396	13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	1,545	$657K	0.36%		13F-HR Timeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC	1,543	$657K	0.18%	-10	13F-HR Timeline
Carnegie Investment Counsel	1,541	$656K	0.02%	-3	13F-HR Timeline
SkyOak Wealth, LLC	1,536	$654K	0.14%	+2	13F-HR Timeline
EAGLE ROCK INVESTMENT COMPANY, LLC	1,525	$649K	0.11%	0	13F-HR Timeline
FIDELITY D & D BANCORP INC	1,521	$647K	0.43%	0	13F-HR/A Timeline
Traction Financial Partners, LLC	1,520	$647K	0.5%	+4	13F-HR Timeline
WMS Partners, LLC	1,517	$645K	0.04%	0	13F-HR Timeline
FIRST FINANCIAL CORP /IN/	1,512	$643K	0.3%	0	13F-HR Timeline
Howard Capital Management, LLC	1,510	$643K	0.01%	+89	13F-HR Timeline
Aventura Private Wealth, LLC	1,508	$642K	0.35%		13F-HR Timeline
Ballentine Partners, LLC	1,502	$639K	0.01%	0	13F-HR Timeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	1,501	$639K	0.01%	+827	13F-HR Timeline
PRIMORIS WEALTH ADVISORS, LLC	1,500	$638K	0.49%	0	13F-HR Timeline
Destination Wealth Management	1,498	$637K	0.02%	+1	13F-HR Timeline
JDM Financial Group LLC	1,490	$634K	0.33%	0	13F-HR Timeline
Schneider Downs Wealth Management Advis…	1,462	$622K	0.12%	0	13F-HR Timeline
TRUST CO OF VERMONT	1,456	$620K	0.03%	-110	13F-HR Timeline
SALEM INVESTMENT COUNSELORS INC	1,449	$618K	0.02%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG	1,450	$617K	0.01%	new	13F-HR Timeline Group
Murphy, Middleton, Hinkle & Parker, Inc.	1,445	$615K	0.35%	0	13F-HR Timeline
Chicago Partners Investment Group LLC	1,441	$614K	0.02%	+38	13F-HR Timeline
Compass Wealth Management LLC	1,442	$614K	0.15%	-20	13F-HR Timeline
Oxinas Partners, LLC	1,421	$604K	0.35%	+818	13F-HR Timeline
Donald L. Hagan, LLC	1,407	$599K	0.31%	0	13F-HR Timeline
Financial Guidance Group, Inc.	1,406	$598K	0.33%	0	13F-HR Timeline
Founders Capital Management	1,403	$597K	0.38%	+10	13F-HR Timeline
Vishria Bird Financial Group, LLC	1,401	$596K	0.21%	0	13F-HR Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC	1,400	$596K	0.01%	+269	13F-HR Timeline Group
Compass Planning Associates Inc	1,390	$591K	0.6%		13F-HR Timeline
Wealthspire Retirement, LLC	1,387	$590K	0.05%	+93	13F-HR Timeline
Haven Private, LLC	1,381	$587K	0.33%		13F-HR Timeline
WORLD EQUITY GROUP, INC.	1,376	$585K	0.13%	+683	13F-HR Timeline
High Net Worth Advisory Group LLC	1,375	$585K	0.16%	+3	13F-HR Timeline
Bordeaux Wealth Advisors LLC	1,375	$585K	0.09%	0	13F-HR/A Timeline
Weaver Consulting Group	1,371	$584K	0.18%	0	13F-HR Timeline
Powers Advisory Group, LLC	1,371	$583K	0.29%	0	13F-HR Timeline
Thoma Capital Management LLC	1,370	$583K	0.4%		13F-HR Timeline
TRAPHAGEN INVESTMENT ADVISORS LLC	1,368	$582K	0.06%	0	13F-HR Timeline
Signal Advisors Wealth, LLC	1,363	$582K	0.07%	+9	13F-HR Timeline
ORRSTOWN FINANCIAL SERVICES INC	1,358	$578K	0.16%	0	13F-HR Timeline
Grantvest Financial Group LLC	1,357	$578K	0.65%		13F-HR Timeline
Quantum Private Wealth, LLC	1,352	$575K	0.18%	0	13F-HR Timeline
Marks Group Wealth Management, Inc	1,342	$571K	0.06%	+455	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	1,340	$570K	0.02%	+35	13F-HR Timeline
Geneos Wealth Management Inc.	1,340	$570K	0.02%	0	13F-HR Timeline
Olistico Wealth, LLC	1,339	$570K	0.33%	+201	13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	1,336	$568K	0.13%	0	13F-HR Timeline
PETTYJOHN, WOOD & WHITE, INC	1,335	$568K	0.1%	0	13F-HR Timeline
ENZI WEALTH	1,277	$564K	0.21%	-2	13F-HR Timeline
NOTTINGHAM ADVISORS, INC.	1,321	$562K	0.07%	0	13F-HR Timeline
PEAK6 LLCin group PEAK6 LLC	1,315	$559K	0.02%		13F-HR Timeline Group
American Trust	1,307	$556K	0.04%	new	13F-HR Timeline
TOTAL INVESTMENT MANAGEMENT INC	1,306	$556K	0.08%	0	13F-HR Timeline
Cassaday & Co Wealth Management LLC	1,306	$556K	0.02%	-15	13F-HR Timeline
D.B. Root & Company, LLC	1,302	$554K	0.18%	+600	13F-HR Timeline
Hoxton Planning & Management, LLC	1,300	$553K	0.21%	0	13F-HR Timeline
Tidal Investments LLCin group Tidal Investments LLC	1,296	$551K	<0.01%	-2,673	13F-HR Timeline Group
LBMC INVESTMENT ADVISORS, LLC	1,294	$550K	0.04%	0	13F-HR Timeline
Bluesphere Advisors LLC	1,290	$549K	0.27%	0	13F-HR Timeline
Alpha Cubed Investments, LLC	1,272	$541K	0.02%	+632	13F-HR Timeline
AM INVESTMENT STRATEGIES LLC	1,271	$541K	0.13%	+1	13F-HR Timeline
BIP Wealth, LLC	1,270	$540K	0.04%	+50	13F-HR Timeline
Eagle Strategies LLC	1,258	$535K	0.09%	+353	13F-HR Timeline
Stonebridge Financial Group, LLC	1,253	$533K	0.06%		13F-HR Timeline
Walkner Condon Financial Advisors LLC	1,253	$533K	0.11%	0	13F-HR Timeline
LWM Advisory Services, LLC	1,251	$532K	0.37%	0	13F-HR Timeline
LJI Wealth Management, LLC	1,250	$532K	0.1%	0	13F-HR Timeline
SEVEN MILE ADVISORY	1,250	$532K	0.34%	+516	13F-HR Timeline
Perennial Investment Advisors, LLC	1,249	$531K	0.06%	+277	13F-HR Timeline
Court Place Advisors, LLC	1,244	$529K	0.17%	0	13F-HR Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC	1,244	$529K	<0.01%	+524	13F-HR Timeline Group
Alesco Advisors, LLC, An ESL Co	1,232	$524K	0.02%	+200	13F-HR Timeline
Diversified Enterprises, LLC	1,231	$524K	0.05%	-56	13F-HR Timeline
Redwood Financial Network Corp	1,229	$523K	0.39%	-74	13F-HR Timeline
Foguth Wealth Management, LLC.	1,171	$520K	0.14%	-164	13F-HR Timeline
OKABENA INVESTMENT SERVICES INC	1,220	$519K	0.14%	new	13F-HR Timeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…	1,155	$516K	<0.01%	0	13F-HR Timeline
TBH Global Asset Management, LLC	1,206	$513K	0.12%	+1	13F-HR Timeline
Chesley Taft & Associates LLC	1,200	$511K	0.02%	-100	13F-HR Timeline
Private Capital Management, LLC	1,200	$511K	0.05%	0	13F-HR Timeline
Narus Financial Partners, LLC	1,200	$511K	0.17%	-115	13F-HR Timeline
Lindbrook Capital, LLC	1,199	$510K	0.05%	0	13F-HR Timeline
ASSETMARK, INCin group ASSETMARK, INC	1,193	$508K	<0.01%	+433	13F-HR Timeline Group
Kaydan Wealth Management, Inc.	1,184	$504K	0.17%	0	13F-HR Timeline
Schrum Private Wealth Management LLC	1,182	$503K	0.43%	-1,020	13F-HR Timeline
TCTC Holdings, LLCin group TCTC Holdings, LLC	1,180	$502K	0.02%	0	13F-HR Timeline Group
Grassi Investment Management	1,178	$501K	0.04%	+2	13F-HR/A Timeline
Plancorp, LLC	1,177	$501K	0.02%	+4	13F-HR Timeline
Keystone Wealth Services, LLC	1,173	$499K	0.13%	0	13F-HR Timeline
Canandaigua National Trust Co of Florida	1,164	$495K	0.39%	0	13F-HR Timeline
WEALTHSPAN PARTNERS, LLC	1,158	$493K	0.24%	-119	13F-HR Timeline
Garde Capital, Inc.	1,154	$491K	0.03%	new	13F-HR Timeline
HBW ADVISORY SERVICES LLC	1,152	$490K	0.05%	+87	13F-HR Timeline
HOWE & RUSLING INC	1,151	$490K	0.04%	-93	13F-HR Timeline
Revisor Wealth Management LLC	1,141	$489K	0.45%	+187	13F-HR Timeline
Executive Wealth Management, LLC	1,142	$486K	0.04%	-30	13F-HR Timeline
GREENLEAF TRUST	1,140	$485K	<0.01%	0	13F-HR Timeline
Fortitude Advisory Group L.L.C.	1,140	$485K	0.29%	-56	13F-HR Timeline
Ring Mountain Capital, LLC	1,136	$483K	0.32%		13F-HR Timeline
Athena Investment Management	1,133	$482K	0.28%	0	13F-HR Timeline
Bedell Frazier Investment Counselling, …	1,132	$482K	0.12%	0	13F-HR Timeline
Crestwood Advisors Group, LLC	1,132	$482K	0.01%	0	13F-HR Timeline
DIVERSIFIED TRUST CO	1,130	$481K	0.01%	-453	13F-HR Timeline
Global Trust Asset Management, LLC	1,130	$481K	0.18%	-140	13F-HR Timeline
Strait & Sound Wealth Management LLC	1,124	$478K	0.22%	-185	13F-HR Timeline
DELTA CAPITAL MANAGEMENT LLC	1,120	$477K	0.27%	new	13F-HR Timeline
DEBUSSY CAPITAL MANAGEMENT LP	1,065	$476K	0.07%	0	13F-HR Timeline
N.E.W. Advisory Services LLC	1,118	$476K	0.05%	0	13F-HR Timeline
National Philanthropic Trust	1,118	$476K	0.01%	0	13F-HR Timeline
BURNEY CO/	1,116	$475K	0.02%	-100	13F-HR Timeline
CAROLINAS WEALTH CONSULTING LLC	1,110	$474K	0.09%	0	13F-HR Timeline
GARDA CAPITAL PARTNERS LP	1,111	$473K	0.38%	+298	13F-HR Timeline
Maiden Cove Capital, LLC	1,109	$472K	0.44%	+4	13F-HR Timeline
Paradigm, Strategies in Wealth Manageme…	1,108	$471K	0.31%	0	13F-HR Timeline
Campbell Deegan Wealth Management, LLC	1,105	$470K	0.56%		13F-HR Timeline
OPINICUS CAPITAL, INC.	1,105	$470K	0.4%	+5	13F-HR Timeline
Pinnacle Wealth Management Group, Inc.	1,103	$469K	0.29%	-8	13F-HR Timeline
Choate Investment Advisors	1,101	$469K	0.01%	0	13F-HR Timeline
Scharf Investments, LLC	1,095	$466K	0.01%	0	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	1,077	$458K	0.03%	-128	13F-HR Timeline
WARNER FINANCIAL, INC	1,075	$458K	0.2%	+1	13F-HR Timeline
Fairvoy Private Wealth, LLC	1,076	$458K	0.12%		13F-HR Timeline
Institute for Wealth Management, LLC.	1,068	$454K	0.06%	+3	13F-HR Timeline
Callan Capital, LLC	1,065	$453K	0.03%	+490	13F-HR Timeline