DIA STATE STR SPDR DOW JONES IND

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.

Holder	Shares	Value	% of portfolio	Change	Source
ADVISORS MANAGEMENT GROUP INC /ADV	1,908	$801K	0.17%	-11,140	13F-HR Timeline
Valeo Financial Advisors, LLC	1,905	$800K	0.02%	-693	13F-HR Timeline
Arkos Global Advisors	1,890	$794K	0.12%	0	13F-HR Timeline
Stonebrook Private Inc.	1,882	$790K	0.21%	-45	13F-HR Timeline
180 WEALTH ADVISORS, LLC	1,876	$788K	0.13%	0	13F-HR Timeline
Encompass More Asset Management	1,872	$786K	0.23%	+1,219	13F-HR Timeline
Financial Futures Ltd Liability Co.	1,856	$779K	0.44%	+7	13F-HR Timeline
LANARK FINANCIAL, INC.	1,854	$778K	0.07%	+1,852	13F-HR Timeline
Global Assets Advisory, LLC	1,941	$778K	0.15%	+1,296	13F-HR Timeline
Soundwatch Capital LLC	1,850	$777K	0.35%	0	13F-HR Timeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…	1,846	$775K	<0.01%	+1,421	13F-HR Timeline Group
Cypress Wealth Services, LLC	1,844	$774K	0.16%	+61	13F-HR Timeline
Chokshi & Queen Wealth Advisors, Inc	1,843	$774K	0.51%	+200	13F-HR Timeline
Strategies Wealth Advisors, LLC	1,839	$772K	0.09%	+3	13F-HR Timeline
Advanced Asset Management Advisors Inc	1,838	$772K	0.21%	-727	13F-HR Timeline
Freedom Investment Management, Inc.	1,830	$768K	0.06%	+1,218	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	1,826	$767K	0.35%	0	13F-HR Timeline
EARNED WEALTH ADVISORS, LLC	1,823	$765K	0.17%	-36	13F-HR Timeline
American Investment Services, Inc.	1,823	$765K	0.13%	-1	13F-HR Timeline
Horizon Wealth Management, LLC	1,810	$760K	0.13%	0	13F-HR Timeline
Innovative Wealth Building LLC	1,801	$756K	0.7%	+28	13F-HR Timeline
Hobbs Group Advisors, LLC	1,801	$756K	0.29%	+8	13F-HR Timeline
Farmers National Bank	1,799	$755K	0.21%	-60	13F-HR Timeline
Activest Wealth Management	1,792	$753K	0.2%	+116	13F-HR Timeline
ASSETMARK, INCin group ASSETMARK, INC	1,787	$750K	<0.01%	+594	13F-HR Timeline Group
SIMS INVESTMENT MANAGEMENT, LLC	1,786	$750K	0.34%	0	13F-HR Timeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.	1,767	$742K	<0.01%	-1,462	13F-HR Timeline Group
Summit X, LLC	1,761	$740K	0.16%	+75	13F-HR Timeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK	1,762	$740K	0.11%	0	13F-HR/A Timeline Group
Sterling Investment Counsel, LLC	1,734	$728K	0.25%	new	13F-HR Timeline
OPTIMA CAPITAL LLC	1,728	$727K	0.46%	0	13F-HR Timeline
FAGAN ASSOCIATES, INC.	1,720	$722K	0.12%	-46	13F-HR Timeline
Evercore Wealth Management, LLC	1,712	$719K	0.01%	0	13F-HR Timeline
CAPITAL ADVISORS INC/OK	1,703	$715K	0.01%	-19	13F-HR Timeline
Argentarii, LLC	1,696	$712K	0.35%	0	13F-HR Timeline
American Alpha Advisors, LLC	1,695	$712K	0.63%	+7	13F-HR Timeline
OMNI 360 Wealth, Inc.	1,694	$711K	0.48%	-25	13F-HR/A Timeline
MERITAGE PORTFOLIO MANAGEMENT	1,693	$711K	0.05%	0	13F-HR Timeline
Perennial Investment Advisors, LLC	1,685	$708K	0.08%	+436	13F-HR Timeline
Global Financial Private Client, LLC	1,673	$702K	0.27%	+9	13F-HR Timeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	1,670	$696K	0.01%	-14,218	13F-HR Timeline
Samalin Investment Counsel, LLC	1,654	$695K	0.28%	-1,056	13F-HR Timeline
HBW ADVISORY SERVICES LLC	1,654	$694K	0.1%	+502	13F-HR Timeline
ACAS, LLC	1,695	$691K	0.53%	-38	13F-HR Timeline
FOGEL CAPITAL MANAGEMENT, INC.	1,638	$688K	0.37%	0	13F-HR Timeline
JT Stratford LLC	1,633	$686K	0.12%	-504	13F-HR Timeline
AM INVESTMENT STRATEGIES LLC	1,629	$684K	0.17%	+358	13F-HR Timeline
BURNS J W & CO INC/NY	1,629	$684K	0.09%	-10	13F-HR Timeline
Oxinas Partners, LLC	1,625	$682K	0.4%	+204	13F-HR Timeline
LexAurum Advisors, LLC	1,625	$682K	0.13%	-229	13F-HR Timeline
Y-Intercept (Hong Kong) Ltd	1,621	$681K	0.05%	-2,676	13F-HR Timeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC	1,619	$680K	0.28%	-102	13F-HR Timeline
Bensler, LLC	1,610	$676K	0.08%	+3	13F-HR Timeline
Financial Engines Advisors L.L.C.	1,609	$676K	<0.01%	-120	13F-HR Timeline
OneDigital Investment Advisors LLC	1,607	$675K	0.01%	-4	13F-HR Timeline
HOWARD WEALTH MANAGEMENT, LLC	1,605	$674K	0.38%	-24	13F-HR Timeline
DGS Capital Management, LLCin group DGS Capital Management, LLC	1,601	$672K	0.18%	-290	13F-HR Timeline Group
HCR Wealth Advisors	1,599	$671K	0.09%	-140	13F-HR Timeline
SHEETS SMITH WEALTH MANAGEMENT	1,588	$667K	0.08%	-50	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	1,577	$662K	0.05%	0	13F-HR Timeline
EASTERN BANK	1,557	$654K	0.01%	-150	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	1,556	$653K	0.08%	-75	13F-HR Timeline
DENVER WEALTH MANAGEMENT, INC.	1,555	$653K	0.3%	-82	13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	1,545	$649K	0.35%	0	13F-HR Timeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC	1,539	$646K	0.18%	-4	13F-HR Timeline
Peak Planning Group, LLC	1,534	$644K	0.27%	-817	13F-HR Timeline
TBH Global Asset Management, LLC	1,533	$644K	0.12%	+327	13F-HR Timeline
Aviance Capital Partners, LLC	1,529	$642K	0.09%	-100	13F-HR Timeline
EAGLE ROCK INVESTMENT COMPANY, LLC	1,525	$640K	0.11%	0	13F-HR Timeline
FIDELITY D & D BANCORP INC	1,521	$639K	0.42%	0	13F-HR Timeline
DSG Capital Advisors, LLC	1,517	$637K	0.13%	-75	13F-HR Timeline
Howard Capital Management, LLC	1,515	$636K	0.02%	+5	13F-HR Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.	1,510	$635K	0.03%	0	13F-HR Timeline Group
FIRST FINANCIAL CORP /IN/	1,512	$635K	0.31%	0	13F-HR Timeline
Aventura Private Wealth, LLC	1,508	$633K	0.33%	0	13F-HR Timeline
Ballentine Partners, LLC	1,502	$631K	0.01%	0	13F-HR Timeline
GPS Wealth Strategies Group, LLC	1,500	$630K	0.08%	-162	13F-HR Timeline
Per Stirling Capital Management, LLC.	1,498	$629K	0.09%	-71	13F-HR Timeline
Sage Capital Advisors,llc	1,497	$629K	0.16%	-121	13F-HR Timeline
Destination Wealth Management	1,497	$629K	0.02%	-1	13F-HR Timeline
TRUST CO OF VERMONT	1,491	$626K	0.03%	+35	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	1,489	$625K	0.02%	-359	13F-HR Timeline Group
Mesirow Financial Investment Management…	1,476	$620K	0.01%	+871	13F-HR Timeline
CIM, LLC	1,468	$616K	0.09%	-472	13F-HR Timeline
Edgestream Partners, L.P.	1,463	$614K	0.02%	-3,712	13F-HR Timeline
Schneider Downs Wealth Management Advis…	1,462	$614K	0.11%	0	13F-HR Timeline
Murphy, Middleton, Hinkle & Parker, Inc.	1,445	$607K	0.34%	0	13F-HR Timeline
ZEGA Investments, LLC	1,434	$602K	0.18%	new	13F-HR Timeline
Eldridge Investment Advisors, Inc.	1,430	$600K	0.14%	-240	13F-HR Timeline
JDM Financial Group LLC	1,428	$600K	0.3%	-62	13F-HR Timeline
Compass Wealth Management LLC	1,426	$599K	0.15%	-16	13F-HR Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC	1,400	$596K	0.01%	0	13F-HR Timeline Group
Chicago Partners Investment Group LLC	1,441	$592K	0.02%	0	13F-HR Timeline
Donald L. Hagan, LLC	1,407	$591K	0.31%	0	13F-HR Timeline
Financial Guidance Group, Inc.	1,406	$590K	0.32%	0	13F-HR Timeline
Compass Planning Associates Inc	1,390	$584K	0.59%	0	13F-HR Timeline
Wealthspire Retirement, LLC	1,387	$582K	0.05%	0	13F-HR Timeline
Carnegie Investment Counsel	1,530	$581K	0.01%	-11	13F-HR Timeline
Claro Advisors Inc.	1,379	$579K	0.08%	+382	13F-HR Timeline
Bordeaux Wealth Advisors LLC	1,375	$577K	0.11%	0	13F-HR Timeline
Weaver Consulting Group	1,371	$576K	0.17%	0	13F-HR Timeline
Powers Advisory Group, LLC	1,371	$576K	0.27%	0	13F-HR Timeline
Thoma Capital Management LLC	1,370	$575K	0.4%	0	13F-HR Timeline
TRAPHAGEN INVESTMENT ADVISORS LLC	1,367	$574K	0.06%	-1	13F-HR Timeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG	1,360	$571K	0.01%	-90	13F-HR Timeline Group
ORRSTOWN FINANCIAL SERVICES INC	1,358	$570K	0.14%	0	13F-HR Timeline
Quantum Private Wealth, LLC	1,352	$568K	0.21%	0	13F-HR Timeline
Advisor OS, LLCin group Advisor OS, LLC	1,349	$567K	0.06%	new	13F-HR Timeline Group
Marks Group Wealth Management, Inc	1,342	$563K	0.05%	0	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	1,340	$563K	0.01%	0	13F-HR Timeline
SkyOak Wealth, LLC	1,339	$562K	0.12%	-197	13F-HR Timeline
Olistico Wealth, LLC	1,138	$562K	0.35%	-201	13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	1,336	$561K	0.13%	0	13F-HR Timeline
PETTYJOHN, WOOD & WHITE, INC	1,335	$561K	0.11%	0	13F-HR Timeline
NOTTINGHAM ADVISORS, INC.	1,321	$555K	0.08%	0	13F-HR Timeline
Integrity Wealth Solutions LLC	1,318	$554K	0.3%	+746	13F-HR Timeline
Quartz Partners, LLC	1,320	$554K	0.34%	-241	13F-HR Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC	1,314	$552K	<0.01%	+70	13F-HR Timeline Group
Cassaday & Co Wealth Management LLC	1,306	$548K	0.02%	0	13F-HR Timeline
Haven Private, LLC	1,306	$548K	0.31%	-75	13F-HR Timeline
D.B. Root & Company, LLC	1,302	$547K	0.18%	0	13F-HR Timeline
Hoxton Planning & Management, LLC	1,300	$546K	0.21%	0	13F-HR Timeline
Virtue Capital Management, LLC	1,294	$544K	0.06%	new	13F-HR Timeline
LBMC INVESTMENT ADVISORS, LLC	1,294	$543K	0.04%	0	13F-HR Timeline
Grantvest Financial Group LLC	1,290	$542K	0.44%	-67	13F-HR Timeline
BIP Wealth, LLC	1,275	$535K	0.03%	+5	13F-HR Timeline
N.E.W. Advisory Services LLC	1,273	$535K	0.04%	+155	13F-HR Timeline
Alpha Cubed Investments, LLC	1,263	$530K	0.02%	-9	13F-HR Timeline
High Net Worth Advisory Group LLC	1,258	$528K	0.15%	-117	13F-HR Timeline
Stonebridge Financial Group, LLC	1,253	$526K	0.06%	0	13F-HR Timeline
Walkner Condon Financial Advisors LLC	1,253	$526K	0.11%	0	13F-HR Timeline
LWM Advisory Services, LLC	1,252	$526K	0.37%	+1	13F-HR Timeline
LJI Wealth Management, LLC	1,250	$525K	0.1%	0	13F-HR Timeline
Court Place Advisors, LLC	1,244	$522K	0.17%	0	13F-HR Timeline
Traction Financial Partners, LLC	1,241	$521K	0.41%	-279	13F-HR Timeline
Avantax Planning Partners, Inc.	1,235	$519K	0.02%	new	13F-HR Timeline
Diversified Enterprises, LLC	1,234	$518K	0.04%	+3	13F-HR Timeline
Founders Capital Management	1,232	$517K	0.33%	-171	13F-HR Timeline
ENZI WEALTH	1,277	$512K	0.21%	0	13F-HR Timeline
Alesco Advisors, LLC, An ESL Co	1,219	$512K	0.02%	-13	13F-HR Timeline
SEVEN MILE ADVISORY	1,214	$510K	0.34%	-36	13F-HR Timeline
Redwood Financial Network Corp	1,213	$509K	0.39%	-16	13F-HR Timeline
Alteri Wealth LLC	1,210	$508K	0.22%	+194	13F-HR Timeline
GenTrust, LLC	1,201	$505K	0.02%	+200	13F-HR Timeline
Private Capital Management, LLC	1,200	$504K	0.06%	0	13F-HR Timeline
Lindbrook Capital, LLC	1,199	$503K	0.05%	0	13F-HR Timeline
CAROLINAS WEALTH CONSULTING LLC	1,188	$499K	0.11%	+78	13F-HR Timeline
Kaydan Wealth Management, Inc.	1,184	$497K	0.16%	0	13F-HR Timeline
TCTC Holdings, LLCin group TCTC Holdings, LLC	1,180	$495K	0.02%	0	13F-HR Timeline Group
Grassi Investment Management	1,179	$495K	0.05%	+1	13F-HR Timeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	1,168	$490K	0.01%	-333	13F-HR Timeline
Canandaigua National Trust Co of Florida	1,164	$489K	0.43%	0	13F-HR Timeline
Garde Capital, Inc.	1,154	$485K	0.03%	0	13F-HR Timeline
OKABENA INVESTMENT SERVICES INC	1,150	$483K	0.12%	-70	13F-HR Timeline
GREENLEAF TRUST	1,140	$479K	<0.01%	0	13F-HR Timeline
Ring Mountain Capital, LLC	1,136	$477K	0.36%	0	13F-HR Timeline
Athena Investment Management	1,133	$476K	0.29%	0	13F-HR Timeline
Eagle Strategies LLC	1,132	$475K	0.08%	-126	13F-HR Timeline
Fisher Asset Management, LLC	1,131	$475K	<0.01%	+347	13F-HR Timeline
Riverbend Wealth Management, LLC	1,127	$473K	0.42%	+125	13F-HR Timeline
OPINICUS CAPITAL, INC.	1,120	$470K	0.42%	+15	13F-HR Timeline
DELTA CAPITAL MANAGEMENT LLC	1,120	$470K	0.27%	0	13F-HR Timeline
National Philanthropic Trust	1,118	$469K	0.01%	0	13F-HR Timeline
WEALTHSPAN PARTNERS, LLC	1,115	$468K	0.22%	-43	13F-HR Timeline
Marex Group Ltdin group Marex Group Ltd	1,115	$468K	0.01%	-13,253	13F-HR Timeline Group
Sound Income Strategies, LLC	1,110	$466K	0.03%	+178	13F-HR Timeline
HOWE & RUSLING INC	1,110	$466K	0.04%	-41	13F-HR Timeline
Choate Investment Advisors	1,101	$462K	0.01%	0	13F-HR Timeline
Vishria Bird Financial Group, LLC	1,101	$462K	0.16%	-300	13F-HR Timeline
Crestwood Advisors Group, LLC	1,099	$461K	0.01%	-33	13F-HR Timeline
Scharf Investments, LLC	1,095	$460K	0.01%	0	13F-HR Timeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…	1,155	$457K	<0.01%	0	13F-HR Timeline
Mattern Wealth Management LLC	1,084	$455K	0.1%	+325	13F-HR Timeline
WARNER FINANCIAL, INC	1,077	$452K	0.2%	+2	13F-HR Timeline
Institute for Wealth Management, LLC.	1,069	$449K	0.06%	+1	13F-HR Timeline
DEBUSSY CAPITAL MANAGEMENT LP	1,065	$447K	0.07%	0	13F-HR Timeline
Crewe Advisors LLC	1,062	$446K	0.06%	0	13F-HR Timeline
DIVERSIFIED TRUST CO	1,062	$446K	0.01%	-68	13F-HR Timeline
Aaron Wealth Advisors LLC	1,052	$442K	0.05%	0	13F-HR Timeline
McGuire Investment Group, LLC	1,051	$441K	0.07%	new	13F-HR Timeline
SILVER OAK SECURITIES, INCORPORATED	1,057	$439K	0.04%	-1,408	13F-HR/A Timeline
Parallel Advisors, LLC	1,046	$439K	0.01%	+69	13F-HR Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	1,042	$438K	0.02%	-709	13F-HR Timeline Group
Bluesphere Advisors LLC	1,040	$437K	0.25%	-250	13F-HR Timeline
Pinnacle Wealth Management Group, Inc.	1,037	$435K	0.3%	-66	13F-HR Timeline
Victrix Investment Advisors	1,166	$435K	0.23%	new	13F-HR Timeline
Red Door Wealth Management, LLC	1,031	$433K	0.06%	+56	13F-HR Timeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC	1,027	$431K	0.02%	0	13F-HR Timeline
Keystone Wealth Services, LLC	1,025	$430K	0.12%	-148	13F-HR Timeline
CARRET ASSET MANAGEMENT, LLC	1,022	$429K	0.05%	0	13F-HR Timeline
Investment Partners Asset Management, I…	1,020	$428K	0.34%	+19	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	1,020	$428K	0.03%	0	13F-HR Timeline
Campbell Deegan Wealth Management, LLC	1,015	$426K	0.49%	-90	13F-HR Timeline
SALEM INVESTMENT COUNSELORS INC	1,007	$424K	0.01%	-442	13F-HR Timeline
Paradigm, Strategies in Wealth Manageme…	1,008	$423K	0.29%	-100	13F-HR Timeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD	1,005	$422K	<0.01%	-30	13F-HR Timeline Group
Freestate Advisors LLC	1,004	$421K	0.42%	+5	13F-HR Timeline
Chesley Taft & Associates LLC	1,000	$420K	0.02%	-200	13F-HR Timeline
Ipswich Investment Management Co., Inc.	1,000	$420K	0.1%	0	13F-HR Timeline
Narus Financial Partners, LLC	1,000	$420K	0.14%	-200	13F-HR Timeline