Skip to content

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
Alesco Advisors, LLC, An ESL Co1,718$797K0.02%+49913F-HRTimeline
Evercore Wealth Management, LLC1,712$794K0.01%013F-HRTimeline
FAGAN ASSOCIATES, INC.1,708$792K0.11%-1213F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.1,706$791K0.39%+26113F-HRTimeline
Rathbones Group PLC1,683$780K<0.01%+1,21013F-HRTimeline
Centurion Wealth Management LLC1,678$778K0.18%+8213F-HRTimeline
Argentarii, LLC1,671$775K0.31%-2513F-HRTimeline
CAPITAL ADVISORS INC/OK1,668$773K0.01%013F-HRTimeline
OMNI 360 Wealth, Inc.1,667$773K0.43%-713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC1,666$773K<0.01%-5513F-HRTimelineGroup
Horizon Wealth Management, LLC1,662$771K0.11%013F-HRTimeline
WealthPlan Investment Management, LLC1,660$770K0.05%+6113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,654$767K<0.01%+413F-HRTimelineGroup
CONSOLIDATED CAPITAL MANAGEMENT, LLC1,652$766K0.27%-6713F-HRTimeline
Cassaday & Co Wealth Management LLC1,642$761K0.02%-613F-HRTimeline
Founders Capital Management1,637$759K0.4%+5113F-HRTimeline
Marks Group Wealth Management, Inc1,623$753K0.07%013F-HRTimeline
Bensler, LLC1,614$749K0.08%+213F-HRTimeline
Sound Income Strategies, LLC1,613$748K0.04%-213F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.1,611$747K0.35%-2713F-HRTimeline
Financial Futures Ltd Liability Co.1,608$746K0.36%-513F-HRTimeline
Sterling Investment Counsel, LLC1,604$744K0.24%new13F-HRTimeline
Mesirow Financial Investment Management…1,598$741K0.01%+29213F-HRTimeline
Milestones Private Investment Advisors …1,592$738K0.5%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT1,591$738K0.08%+313F-HRTimeline
HCR Wealth Advisors1,578$734K0.08%-2213F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC1,581$733K0.34%-613F-HRTimeline
LANARK FINANCIAL, INC.1,571$729K0.06%-5313F-HRTimeline
Arkos Global Advisors1,564$725K0.09%-32613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,551$719K0.08%-513F-HRTimeline
OneDigital Investment Advisors LLC1,548$718K0.01%-1113F-HRTimeline
Roehl & Yi Investment Advisors, LLC1,545$716K0.31%013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC1,526$707K0.17%-1313F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC1,525$707K0.11%013F-HRTimeline
Huntleigh Advisors, Inc.1,515$703K0.12%-46713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,510$702K0.03%013F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/1,510$700K0.27%-213F-HRTimeline
Aventura Private Wealth, LLC1,508$699K0.26%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.1,507$699K0.26%-913F-HRTimeline
HBW ADVISORY SERVICES LLC1,506$698K0.08%-7513F-HRTimeline
JDM Financial Group LLC1,505$698K0.29%+7713F-HRTimeline
Ballentine Partners, LLC1,502$697K0.01%013F-HRTimeline
USA FINANCIAL FORMULAS1,501$696K0.12%-9,82513F-HRTimeline
Destination Wealth Management1,498$695K0.02%+113F-HRTimeline
BURNS J W & CO INC/NY1,493$692K0.08%-813F-HRTimeline
D.B. Root & Company, LLC1,493$692K0.18%013F-HRTimeline
Sage Capital Advisors,llc1,489$691K0.16%-1313F-HRTimeline
Claro Advisors Inc.1,482$687K0.1%013F-HRTimeline
Clark Asset Management, LLC1,475$684K0.08%+12913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,473$683K0.01%-1613F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,470$682K0.07%-2413F-HRTimeline
CIM, LLC1,468$681K0.09%013F-HRTimeline
Sovran Advisors, LLC1,428$678K0.06%+3113F-HRTimeline
Schneider Downs Wealth Management Advis…1,462$678K0.08%013F-HRTimeline
Chicago Partners Investment Group LLC1,419$677K0.02%013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT1,460$677K0.05%013F-HRTimeline
Pasadena Private Wealth, LLC1,443$669K0.1%-5013F-HRTimeline
Peak Planning Group, LLC1,435$665K0.35%-1513F-HRTimeline
FIDELITY D & D BANCORP INC1,431$664K0.37%013F-HRTimeline
Eldridge Investment Advisors, Inc.1,430$663K0.15%013F-HRTimeline
Aviance Capital Partners, LLC1,409$653K0.08%013F-HRTimeline
Donald L. Hagan, LLC1,407$652K0.32%013F-HRTimeline
Geneos Wealth Management Inc.1,406$652K0.02%-32513F-HRTimeline
Financial Guidance Group, Inc.1,406$652K0.29%013F-HRTimeline
Per Stirling Capital Management, LLC.1,396$647K0.08%+5513F-HRTimeline
Perennial Investment Advisors, LLC1,390$645K0.05%-5513F-HRTimeline
ING GROEP NV1,387$643K<0.01%+27913F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,377$638K0.05%+113F-HRTimeline
Compass Wealth Management LLC1,376$638K0.14%-5013F-HRTimeline
Mutual Advisors, LLC1,365$638K0.01%-15513F-HRTimeline
Powers Advisory Group, LLC1,371$636K0.25%013F-HRTimeline
LexAurum Advisors, LLC1,370$635K0.09%-13713F-HRTimeline
Thoma Capital Management LLC1,370$635K0.36%013F-HRTimeline
Weaver Consulting Group1,366$633K0.16%-513F-HRTimeline
Hobbs Group Advisors, LLC1,360$631K0.2%-27813F-HRTimeline
TRUST CO OF VERMONT1,358$630K0.03%013F-HRTimeline
Innovative Wealth Building LLC1,358$630K0.49%+9713F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,355$628K0.01%+53013F-HRTimeline
Quantum Private Wealth, LLC1,352$627K0.18%013F-HRTimeline
American Trust1,346$624K0.05%+1413F-HRTimeline
Carnegie Investment Counsel1,337$620K0.01%-19413F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,336$620K0.13%013F-HRTimeline
Sonora Investment Management Group, LLC1,335$619K0.04%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,335$619K0.1%013F-HRTimeline
Continuum Advisory, LLC1,331$617K0.07%+9413F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,325$614K<0.01%+26313F-HRTimelineGroup
SkyOak Wealth, LLC1,316$610K0.12%-9913F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,304$605K0.01%-9313F-HRTimeline
Hoxton Planning & Management, LLC1,300$603K0.19%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC1,295$601K0.04%013F-HRTimeline
EASTERN BANK1,291$599K0.01%+6013F-HRTimeline
APPLETON PARTNERS INC/MA1,289$598K0.04%013F-HRTimeline
Olistico Wealth, LLC1,284$595K0.31%-5513F-HRTimeline
Argent Trust Co1,281$594K0.02%+66413F-HRTimeline
Institute for Wealth Management, LLC.1,280$593K0.06%+10213F-HRTimeline
Stonebridge Financial Group, LLC1,275$591K0.05%+2213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd1,271$589K0.03%-51213F-HRTimelineGroup
Eisler Capital Management Ltd.1,270$588K0.01%new13F-HRTimeline
Guidance Point Advisors, LLC1,257$584K0.14%013F-HRTimeline
Walkner Condon Financial Advisors LLC1,257$583K0.09%+413F-HRTimeline
ENZI WEALTH1,265$581K0.2%-913F-HRTimeline
LWM Advisory Services, LLC1,253$581K0.34%013F-HRTimeline
Watchman Group, Inc.1,250$580K0.14%013F-HRTimeline
LJI Wealth Management, LLC1,250$580K0.1%013F-HRTimeline
Diversified Enterprises, LLC1,243$577K0.04%+813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,242$576K0.01%013F-HRTimeline
OPINICUS CAPITAL, INC.1,237$574K0.4%+10913F-HRTimeline
DSG Capital Advisors, LLC1,235$573K0.09%-41713F-HRTimeline
NOTTINGHAM ADVISORS, INC.1,220$566K0.08%013F-HRTimeline
BIP Wealth, LLC1,220$566K0.03%013F-HRTimeline
JT Stratford LLC1,220$566K0.08%-12813F-HRTimeline
SEVEN MILE ADVISORY1,213$563K0.09%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,209$561K0.01%013F-HRTimeline
Ipswich Investment Management Co., Inc.1,201$557K0.13%013F-HRTimeline
Private Capital Management, LLC1,200$556K0.05%013F-HRTimeline
Riverbend Wealth Management, LLC1,186$550K0.38%-9613F-HRTimeline
Kaydan Wealth Management, Inc.1,184$549K0.16%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,180$547K0.02%013F-HRTimelineGroup
HOWE & RUSLING INC1,178$546K0.04%013F-HRTimeline
RWA WEALTH PARTNERS, LLC1,175$545K0.01%013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.1,170$544K0.47%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,168$542K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,155$540K<0.01%013F-HRTimeline
Garde Capital, Inc.1,154$535K0.03%013F-HRTimeline
Grantvest Financial Group LLC1,153$535K0.37%-8113F-HRTimeline
Avantax Planning Partners, Inc.1,150$533K0.02%+2013F-HRTimeline
OKABENA INVESTMENT SERVICES INC1,150$533K0.1%013F-HRTimeline
Court Place Advisors, LLC1,144$531K0.16%-10013F-HRTimeline
Tactive Advisors, LLC1,144$530K0.15%+3913F-HRTimeline
TBH Global Asset Management, LLC1,142$529K0.1%-1913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.1,138$529K0.01%+33413F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED1,141$529K0.04%-2113F-HRTimeline
L.M. KOHN & COMPANY1,141$529K0.64%-68913F-HRTimeline
Crewe Advisors LLC1,140$529K0.05%+15413F-HRTimeline
Ring Mountain Capital, LLC1,136$527K0.29%013F-HRTimeline
Silver Grove Financial Group, Inc.1,136$527K0.5%13F-HRTimeline
Banco BTG Pactual S.A.1,123$521K0.08%+15013F-HRTimeline
Alpha Cubed Investments, LLC1,122$520K0.02%-12513F-HRTimeline
Global Assets Advisory, LLC1,121$520K0.15%+55013F-HRTimeline
N.E.W. Advisory Services LLC1,120$519K0.05%013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC1,120$519K0.27%013F-HRTimeline
National Philanthropic Trust1,118$518K0.01%013F-HRTimeline
Sandy Cove Advisors, LLC1,116$518K0.17%+413F-HRTimeline
Compass Planning Associates Inc1,116$518K0.47%-27413F-HRTimeline
Redwood Financial Network Corp1,114$517K0.33%-9013F-HRTimeline
Penobscot Investment Management Company…1,110$515K0.04%+30013F-HRTimeline
Choate Investment Advisors1,101$511K0.01%013F-HRTimeline
Vishria Bird Financial Group, LLC1,101$511K0.1%013F-HRTimeline
Root Financial Partners, LLC1,100$510K0.03%+5613F-HRTimeline
Crestwood Advisors Group, LLC1,099$510K0.01%013F-HRTimeline
GREENLEAF TRUST1,096$508K<0.01%-4413F-HRTimeline
Scharf Investments, LLC1,095$508K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,092$507K<0.01%+22813F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,093$507K0.01%-4313F-HRTimelineGroup
Mattern Wealth Management LLC1,084$503K0.1%013F-HRTimeline
McGuire Investment Group, LLC1,083$502K0.06%+313F-HRTimeline
WARNER FINANCIAL, INC1,079$500K0.19%+113F-HRTimeline
Athena Investment Management1,078$500K0.26%-5513F-HRTimeline
NorthRock Partners, LLC1,077$500K0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH1,073$498K0.15%+54013F-HRTimeline
PCG Wealth Advisors, LLC1,068$495K0.14%+41313F-HRTimeline
Momentum Wealth Planning, LLC1,064$495K0.39%-10013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP1,065$494K0.07%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.1,062$492K0.25%-413F-HRTimeline
Haven Private, LLC1,061$492K0.22%-24013F-HRTimeline
AlphaCore Capital LLC1,052$489K0.02%-713F-HRTimeline
DIVERSIFIED TRUST CO1,053$489K0.01%-3013F-HRTimeline
Aaron Wealth Advisors LLC1,052$488K0.03%013F-HRTimeline
Traction Financial Partners, LLC1,052$488K0.3%+1013F-HRTimeline
Mach-1 Financial Group, LLC1,043$484K0.08%new13F-HRTimeline
Integrity Advisory Solutions, LLC1,043$484K0.08%13F-HRTimeline
Bluesphere Advisors LLC1,040$482K0.22%013F-HRTimeline
Murphy & Mullick Capital Management Corp1,034$481K0.36%+9613F-HRTimeline
Dale Q Rice Investment Management Ltd1,036$480K0.34%-1413F-HRTimeline
Investment Partners Asset Management, I…1,034$480K0.32%-613F-HRTimeline
Red Door Wealth Management, LLC1,030$478K0.05%-1913F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA1,029$477K0.11%013F-HRTimeline
Keystone Wealth Services, LLC1,025$475K0.1%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC1,022$474K0.05%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,020$473K0.03%013F-HRTimeline
Campbell Deegan Wealth Management, LLC1,019$472K0.42%+213F-HRTimeline
Palisade Asset Management, LLC1,011$469K0.04%013F-HRTimeline
Freestate Advisors LLC1,011$469K0.39%+413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,010$469K<0.01%+21413F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC1,007$468K0.01%013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD1,005$466K<0.01%013F-HRTimelineGroup
GenTrust, LLC1,001$466K0.02%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC1,002$465K0.02%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC1,001$464K0.02%013F-HRTimelineGroup
Chesley Taft & Associates LLC1,000$464K0.02%013F-HRTimeline
Successful Portfolios LLC1,000$464K0.27%013F-HRTimeline
Bradley & Co. Private Wealth Management…1,000$464K0.26%013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…996$462K0.3%013F-HRTimeline
SPINNAKER TRUST992$460K0.03%013F-HRTimeline
Belpointe Asset Management LLC989$459K0.02%013F-HRTimeline
Fortis Capital Advisors, LLC989$459K0.07%013F-HRTimeline
IPG Investment Advisors LLC986$459K0.08%-5013F-HRTimeline
Revisor Wealth Management LLC986$458K0.16%-50713F-HRTimeline
Plancorp, LLC988$458K0.01%+313F-HRTimeline
Aprio Wealth Management, LLC986$457K0.05%-7213F-HRTimeline