Skip to content
Disclosery

DIA STATE STR SPDR DOW JONES IND

Follow

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
BOSTON RESEARCH & MANAGEMENT INC2,052$986K0.22%-36013F-HR/ATimeline
HOLDERNESS INVESTMENTS CO2,046$983K0.2%+7713F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,031$976K0.41%-4813F-HRTimeline
EARNED WEALTH ADVISORS, LLC2,031$976K0.07%+14313F-HR/ATimeline
Bawa N Mallick Trust2,025$973K0.36%013F-HRTimeline
Alta Wealth Advisors LLC2,019$970K0.32%-1,34913F-HRTimeline
Clear Point Advisors Inc.2,017$969K0.75%-28413F-HRTimeline
Drexel Morgan & Co.2,000$961K0.15%013F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP2,000$961K0.06%013F-HRTimelineGroup
Pegasus Asset Management, Inc.1,997$960K0.3%-2413F-HR/ATimeline
Oxinas Partners, LLC1,984$954K0.46%-7013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,975$949K0.01%+1,33313F-HRTimeline
UNITED BANK1,944$934K0.12%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,938$931K<0.01%+28413F-HRTimelineGroup
Guardian Asset Advisors, LLC1,916$921K0.48%-1513F-HRTimeline
SeaCrest Wealth Management, LLC1,874$918K0.09%+213F-HRTimeline
MOTCO1,893$910K0.08%013F-HRTimeline
AM INVESTMENT STRATEGIES LLC1,889$908K0.19%+113F-HRTimeline
DUNCKER STREETT & CO INC1,872$900K0.16%+113F-HRTimeline
180 WEALTH ADVISORS, LLC1,871$899K0.1%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding1,820$897K+956Timeline
Soundwatch Capital LLC1,850$889K0.14%013F-HRTimeline
Regal Investment Advisors LLC1,847$887K0.05%+1013F-HRTimeline
Advanced Asset Management Advisors Inc1,837$883K0.24%013F-HRTimeline
SEVEN MILE ADVISORY1,834$881K0.15%+62113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.1,826$878K<0.01%+9813F-HRTimelineGroup
Global Financial Private Client, LLC1,821$875K0.31%013F-HRTimeline
Krilogy Financial LLC1,756$868K0.03%-5013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV1,794$862K0.16%-3613F-HRTimeline
Peoples Bank/KS1,786$858K0.86%-313F-HRTimeline
Farmers National Bank1,769$850K0.19%013F-HRTimeline
Joel Isaacson & Co., LLC1,767$849K0.03%+413F-HRTimeline
Mayflower Financial Advisors, LLC1,763$847K0.1%-85313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,762$847K0.11%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,749$841K<0.01%013F-HRTimelineGroup
Eagle Wealth Advisors LLC1,742$839K0.72%13F-HRTimeline
Sound Income Strategies, LLC1,691$834K0.04%+7813F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,718$826K0.02%013F-HRTimeline
Evercore Wealth Management, LLC1,712$823K0.01%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC1,710$822K0.11%-2,70013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC1,708$821K0.14%-6513F-HRTimeline
OMNI 360 Wealth, Inc.1,667$819K0.42%013F-HRTimeline
OneDigital Investment Advisors LLC1,699$816K0.01%+15113F-HRTimeline
Founders Capital Management1,698$816K0.42%+6113F-HRTimeline
FAGAN ASSOCIATES, INC.1,683$809K0.11%-2513F-HRTimeline
Fortitude Family Office, LLC1,683$809K0.19%-6413F-HRTimeline
Argentarii, LLC1,676$805K0.26%+513F-HRTimeline
Tyche Wealth Partners LLC1,675$805K0.13%+1,09013F-HRTimeline
Guardian Capital, LLC1,665$800K0.72%13F-HRTimeline
WealthPlan Investment Management, LLC1,664$800K0.05%+413F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,664$800K0.63%13F-HRTimeline
Cassaday & Co Wealth Management LLC1,653$794K0.02%+1113F-HRTimeline
Glenview Trust Co1,632$784K0.01%+1,12113F-HRTimeline
Marks Group Wealth Management, Inc1,623$780K0.07%013F-HRTimeline
Milestones Private Investment Advisors …1,613$775K0.53%+2113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,604$772K0.27%+1,43013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,605$771K0.29%+9513F-HRTimeline
True North Advisors, LLC1,605$771K0.1%-50413F-HRTimeline
Financial Futures Ltd Liability Co.1,603$770K0.36%-513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT1,591$765K0.08%013F-HRTimeline
Sterling Investment Counsel, LLC1,584$761K0.22%-2013F-HRTimeline
Centurion Wealth Management LLC1,579$759K0.17%-9913F-HRTimeline
HCR Wealth Advisors1,578$758K0.08%013F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.1,568$754K0.35%-4313F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,567$753K0.01%+26313F-HRTimeline
Arkos Global Advisors1,564$752K0.1%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,563$751K<0.01%+55313F-HRTimelineGroup
CALTON & ASSOCIATES, INC.1,557$748K0.11%+92613F-HRTimeline
Huntleigh Advisors, Inc.1,557$748K0.13%+4213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,556$748K0.02%+8313F-HRTimelineGroup
Financial Planning Hawaii, Inc.1,553$746K0.43%13F-HRTimeline
Argent Trust Co1,546$743K0.03%+26513F-HRTimeline
Roehl & Yi Investment Advisors, LLC1,545$742K0.3%013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC1,525$733K0.1%013F-HRTimeline
Mesirow Financial Investment Management…1,515$728K0.01%-8313F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,514$728K<0.01%-63713F-HRTimelineGroup
Capital Asset Managemnet, LLC1,513$727K0.81%13F-HRTimeline
Aventura Private Wealth, LLC1,508$725K0.26%013F-HRTimeline
ING GROEP NV1,507$724K<0.01%+12013F-HRTimeline
JDM Financial Group LLC1,505$723K0.28%013F-HRTimeline
Ballentine Partners, LLC1,502$722K0.01%013F-HRTimeline
ARWA LLC1,500$721K0.42%13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,495$720K0.03%-1513F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC1,497$719K0.17%-2913F-HRTimeline
Sage Capital Advisors,llc1,495$719K0.17%+613F-HRTimeline
D.B. Root & Company, LLC1,493$717K0.18%013F-HRTimeline
Claro Advisors Inc.1,482$712K0.1%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.1,477$710K0.25%-3013F-HRTimeline
Clark Asset Management, LLC1,475$709K0.07%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,472$707K0.07%-7913F-HRTimeline
CIM, LLC1,468$705K0.09%013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT1,460$702K0.05%013F-HRTimeline
Mutual Advisors, LLC1,453$698K0.01%+8813F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…1,447$697K0.01%new13F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC1,438$691K0.24%-38813F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC1,436$691K0.3%-14513F-HRTimeline
FIDELITY D & D BANCORP INC1,431$688K0.3%013F-HRTimeline
Eldridge Investment Advisors, Inc.1,430$687K0.15%013F-HRTimeline
Peak Planning Group, LLC1,429$687K0.19%-613F-HRTimeline
BURNS J W & CO INC/NY1,423$684K0.08%-7013F-HRTimeline
USA FINANCIAL FORMULAS1,419$682K0.12%-8213F-HRTimeline
Schneider Downs Wealth Management Advis…1,419$682K0.08%-4313F-HRTimeline
Aviance Capital Partners, LLC1,409$677K0.08%013F-HRTimeline
Geneos Wealth Management Inc.1,406$676K0.02%013F-HRTimeline
Financial Guidance Group, Inc.1,406$676K0.28%013F-HRTimeline
Per Stirling Capital Management, LLC.1,404$675K0.08%+813F-HRTimeline
First Western Trust Bank1,400$673K0.03%new13F-HRTimeline
Pasadena Private Wealth, LLC1,392$669K0.09%-5113F-HRTimeline
CFO CAPITAL MANAGEMENT LLC1,387$667K0.5%13F-HRTimeline
PACIFIC FINANCIAL GROUP INC1,386$666K0.37%-71813F-HRTimeline
Financial Engines Advisors L.L.C.1,378$662K<0.01%-1,91313F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,378$662K0.05%+113F-HRTimeline
Powers Advisory Group, LLC1,371$659K0.25%013F-HRTimeline
Thoma Capital Management LLC1,370$658K0.38%013F-HRTimeline
LANARK FINANCIAL, INC.1,368$658K0.05%-20313F-HRTimeline
Weaver Consulting Group1,366$656K0.16%013F-HRTimeline
Hobbs Group Advisors, LLC1,365$656K0.2%+513F-HRTimeline
Innovative Wealth Building LLC1,364$655K0.48%+613F-HRTimeline
TRUST CO OF VERMONT1,358$653K0.03%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,355$651K0.01%013F-HRTimeline
Quantum Private Wealth, LLC1,352$650K0.19%013F-HRTimeline
Perennial Investment Advisors, LLC1,351$649K0.05%-3913F-HRTimeline
Carnegie Investment Counsel1,348$648K0.01%+1113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,336$642K0.13%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,335$642K0.1%013F-HRTimeline
American Trust1,321$635K0.05%-2513F-HRTimeline
NorthCoast Asset Management LLC1,318$634K0.01%-10,70413F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc1,316$632K<0.01%new13F-HRTimelineGroup
HOWE & RUSLING INC1,313$631K0.04%+13513F-HRTimeline
Keystone Wealth Services, LLC1,309$629K0.13%+28413F-HRTimeline
Bensler, LLC1,307$628K0.06%-30713F-HRTimeline
Hoxton Planning & Management, LLC1,300$625K0.19%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC1,296$623K0.04%+113F-HRTimeline
Stonebridge Financial Group, LLC1,291$620K0.05%+1613F-HRTimeline
APPLETON PARTNERS INC/MA1,289$619K0.04%013F-HRTimeline
Olistico Wealth, LLC1,284$617K0.3%013F-HRTimeline
Guidance Point Advisors, LLC1,278$616K0.14%+2113F-HRTimeline
EASTERN BANK1,261$606K0.01%-3013F-HRTimeline
LWM Advisory Services, LLC1,254$603K0.35%+113F-HRTimeline
Watchman Group, Inc.1,250$601K0.14%013F-HRTimeline
LJI Wealth Management, LLC1,250$601K0.09%013F-HRTimeline
SkyOak Wealth, LLC1,249$600K0.11%-6713F-HRTimeline
OPINICUS CAPITAL, INC.1,246$599K0.42%+913F-HRTimeline
Continuum Advisory, LLC1,245$598K0.06%-8613F-HRTimeline
Diversified Enterprises, LLC1,240$596K0.04%-313F-HRTimeline
TWO SIGMA SECURITIES, LLC1,233$593K0.08%-1,75113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,222$587K<0.01%-10313F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.1,220$586K0.08%013F-HRTimeline
BIP Wealth, LLC1,220$586K0.02%013F-HRTimeline
Integrity Advisory Solutions, LLC1,219$586K0.08%+17613F-HRTimeline
Walkner Condon Financial Advisors LLC1,215$584K0.08%-4213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,209$581K0.01%013F-HRTimeline
Ipswich Investment Management Co., Inc.1,201$577K0.13%013F-HRTimeline
Private Capital Management, LLC1,200$577K0.05%013F-HRTimeline
Wiser Advisor Group LLC1,189$571K0.65%+26613F-HRTimeline
Riverbend Wealth Management, LLC1,188$571K0.36%+213F-HRTimeline
Institute for Wealth Management, LLC.1,185$570K0.06%-9513F-HRTimeline
Kaydan Wealth Management, Inc.1,184$569K0.16%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,180$567K0.02%013F-HRTimelineGroup
SHRIER WEALTH MANAGEMENT, LLC1,179$567K0.22%13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,155$566K0.01%013F-HRTimeline
Banco BTG Pactual S.A.1,173$564K0.1%+5013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.1,170$563K0.47%013F-HRTimeline
TBH Global Asset Management, LLC1,170$562K0.09%+2813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,168$561K0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC1,160$557K0.13%+71613F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV1,155$555K0.13%13F-HRTimeline
Garde Capital, Inc.1,154$555K0.03%013F-HRTimeline
Avantax Planning Partners, Inc.1,150$553K0.02%013F-HRTimeline
OKABENA INVESTMENT SERVICES INC1,150$553K0.11%013F-HRTimeline
Tactive Advisors, LLC1,145$550K0.16%+113F-HRTimeline
Global Assets Advisory, LLC1,143$549K0.16%+2213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.1,139$549K0.01%+113F-HRTimelineGroup
ENZI WEALTH1,110$546K0.19%-15513F-HRTimeline
Crestwood Advisors Group, LLC1,132$544K0.01%+3313F-HRTimeline
Destination Wealth Management1,127$542K0.01%-37113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,116$540K0.04%-2513F-HRTimeline
JT Stratford LLC1,123$540K0.07%-9713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,123$540K0.01%+21713F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,122$539K0.02%+93713F-HRTimelineGroup
Sandy Cove Advisors, LLC1,121$539K0.16%+513F-HRTimeline
N.E.W. Advisory Services LLC1,121$539K0.04%+113F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC1,120$538K0.3%013F-HRTimeline
Ring Mountain Capital, LLC1,091$538K0.28%-4513F-HRTimeline
National Philanthropic Trust1,118$537K0.01%013F-HRTimeline
Compass Planning Associates Inc1,116$536K0.37%013F-HRTimeline
Alpha Cubed Investments, LLC1,104$531K0.02%-1813F-HRTimeline
Root Financial Partners, LLC1,102$530K0.03%+213F-HRTimeline
Choate Investment Advisors1,101$529K0.01%013F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.1,096$527K0.08%new13F-HRTimeline
Kellett Wealth Advisors, LLC1,094$526K0.3%+13713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,091$524K0.01%-213F-HRTimelineGroup
SAGE FINANCIAL GROUP INC1,082$520K0.03%+33213F-HRTimeline
Redwood Financial Network Corp1,081$520K0.33%-3313F-HRTimeline
WARNER FINANCIAL, INC1,081$519K0.18%+213F-HRTimeline
Athena Investment Management1,078$518K0.27%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH1,073$516K0.15%013F-HRTimeline
McGuire Investment Group, LLC1,070$514K0.05%-1313F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,070$514K0.02%+17713F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP1,065$512K0.07%013F-HRTimeline