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Disclosery

DIA STATE STR SPDR DOW JONES IND

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UT SER 1 (fund), issuer CIK 1041130

1,440 managers (1,455 13F filers) reported a position in DIA shares at 2026-06-30, 30,897,982 shares in all. 150 filers opened a position and 68 filers sold out during the quarter.

Managers
1,440
13F filers
1,455
New
150
Added
421
Reduced
421
Sold out
68
Shares held by filers
30,897,982

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
N.E.W. Advisory Services LLC1,099$574K0.04%-2313F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.1,096$573K0.07%013F-HRTimeline
Texas Capital Bank Wealth Management Se…1,085$567K0.03%+30813F-HRTimeline
WARNER FINANCIAL, INC1,083$566K0.17%+113F-HRTimeline
SAGE FINANCIAL GROUP INC1,082$565K0.03%013F-HRTimeline
Athena Investment Management1,078$563K0.33%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,076$562K0.02%-8713F-HRTimelineGroup
Smith Asset Management Co., LLC1,075$562K0.44%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH1,073$561K0.15%013F-HRTimeline
Samalin Investment Counsel, LLC1,064$556K0.18%+28313F-HRTimeline
Johnson Financial Group, LLC1,057$552K0.03%new13F-HRTimeline
Madison Wealth Partners, Inc1,055$551K0.07%new13F-HRTimeline
Aaron Wealth Advisors LLC1,052$550K0.03%013F-HRTimeline
Sand Hill Global Advisors, LLC1,050$549K0.02%013F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA1,042$545K0.13%-1213F-HRTimeline
GREENLEAF TRUST1,041$544K0.01%-1213F-HRTimeline
TBH Global Asset Management, LLC1,037$542K0.1%-10213F-HRTimeline
Latitude Advisors, LLC1,036$541K0.22%-1,42113F-HRTimeline
Silver Grove Financial Group, Inc.1,034$540K0.29%+2413F-HRTimeline
Wealth Care LLC1,032$539K0.44%-2913F-HRTimeline
Bradley & Co. Private Wealth Management…1,028$538K0.26%013F-HRTimeline
Great Waters Wealth Management1,030$538K0.05%new13F-HRTimeline
Aprio Wealth Management, LLC1,030$538K0.03%-1213F-HRTimeline
Investment Partners Asset Management, I…1,028$537K0.3%-613F-HRTimeline
Campbell Deegan Wealth Management, LLC1,024$535K0.38%+213F-HRTimeline
JT Stratford LLC1,023$534K0.06%-3613F-HRTimeline
CARRET ASSET MANAGEMENT, LLC1,022$534K0.05%013F-HRTimeline
Freestate Advisors LLC1,022$534K0.4%+313F-HRTimeline
Red Door Wealth Management, LLC1,020$533K0.05%-1113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,017$531K0.11%+14713F-HRTimeline
Bluesphere Advisors LLC1,015$530K0.16%013F-HRTimeline
VIMA LLC1,012$528K0.52%13F-HRTimeline
Palisade Asset Management, LLC1,011$528K0.05%013F-HRTimeline
Hegarty Advisors, LLC1,011$528K0.36%+313F-HRTimeline
Successful Portfolios LLC1,000$526K0.25%013F-HRTimeline
Chesley Taft & Associates LLC1,000$522K0.02%013F-HRTimeline
HOURGLASS CAPITAL, LLC1,000$522K0.1%new13F-HR/ATimeline
Capstone Wealth Management, Inc.994$521K0.39%013F-HRTimeline
Sather Financial Group Inc995$520K0.03%-1013F-HRTimeline
SPINNAKER TRUST992$518K0.03%013F-HRTimeline
Ewing Morris & Co. Investment Partners …992$518K0.27%-1,51813F-HRTimeline
Redwood Financial Network Corp991$517K0.29%-4613F-HRTimeline
Mattern Wealth Management LLC989$517K0.08%013F-HRTimeline
Fisher Asset Management, LLC987$516K<0.01%-56713F-HRTimeline
HOWE & RUSLING INC984$514K0.03%-12913F-HRTimeline
Paradigm, Strategies in Wealth Manageme…983$514K0.31%-1313F-HRTimeline
VISTA INVESTMENT PARTNERS LLC983$513K0.13%013F-HRTimeline
Peak Asset Management, LLC981$512K0.08%+18313F-HRTimeline
Root Financial Partners, LLC977$510K0.02%-7613F-HRTimeline
Houlihan Financial Resource Group, Ltd.976$510K0.18%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.974$509K0.01%+44513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Institute for Wealth Management, LLC.974$509K0.04%-6,90713F-HRTimeline
Pinnacle Wealth Management Group, Inc.972$508K0.24%+513F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …962$503K<0.01%+32513F-HRTimelineGroup
SPIREPOINT PRIVATE CLIENT, LLC956$499K0.04%+44913F-HRTimeline
Sierra Capital LLC955$499K0.05%013F-HRTimeline
Value Investment Professionals, LLC953$498K0.42%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.948$495K0.16%+26013F-HRTimeline
CAPITAL ADVISORS INC/OK948$495K0.01%-20013F-HRTimeline
Element Wealth, LLC948$495K0.19%-513F-HRTimeline
GatePass Capital, LLC942$492K0.19%013F-HRTimeline
Crewe Advisors LLC941$491K0.04%013F-HRTimeline
Navigation Group, LLC936$489K0.1%013F-HRTimeline
Bernardo Wealth Planning LLC934$488K0.08%+113F-HRTimeline
Eagle Strategies LLC934$488K0.05%+613F-HRTimeline
GC Wealth Management RIA, LLC928$485K0.03%-9613F-HRTimeline
W ADVISORS, LLC926$484K0.22%-3013F-HRTimeline
GenTrust, LLC923$483K0.02%-2513F-HRTimeline
Armbruster Capital Management, Inc.923$482K0.07%013F-HRTimeline
CGN Advisors LLC920$481K0.04%013F-HRTimeline
Prosperity Consulting Group, LLC919$480K0.02%013F-HRTimeline
Hubbell Strickland Wealth Management, L…914$477K0.17%+4113F-HRTimeline
Alteri Wealth LLC913$477K0.13%-30613F-HRTimeline
Welch & Forbes LLC911$476K0.01%013F-HRTimeline
DIVERSIFIED TRUST CO906$474K0.01%-14713F-HRTimeline
Schrum Private Wealth Management LLC1,179$472K0.48%+43113F-HRTimeline
Hayek Kallen Investment Management898$469K0.14%-3913F-HRTimeline
Traction Financial Partners, LLC894$467K0.25%013F-HRTimeline
Clare Market Investments LLC891$465K0.08%+5313F-HRTimeline
Regatta Research & Money Management885$462K0.44%13F-HRTimeline
MERIDIAN MANAGEMENT CO877$458K0.1%013F-HRTimeline
Winthrop Advisory Group LLC877$458K0.03%-1113F-HRTimeline
Kapstone Financial Advisors LLC869$454K0.19%013F-HRTimeline
PATTEN & PATTEN INC/TN866$452K0.02%013F-HRTimeline
Cornerstone Advisory, LLC864$451K0.04%+313F-HRTimeline
Davidson Capital Management Inc.862$450K0.07%013F-HRTimeline
Leeward Financial Partners, LLC859$449K0.12%+2513F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC859$449K0.26%013F-HRTimeline
Pacific Sun Financial Corp854$447K0.18%013F-HRTimeline
Continuum Advisory, LLC854$446K0.04%-39713F-HRTimeline
THOMPSON DAVIS & CO., INC.850$444K0.27%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC847$443K<0.01%+913F-HRTimelineGroup
Freedom Financial Partners LLC847$442K0.14%+113F-HRTimeline
WESPAC Advisors, LLC842$440K0.21%-58013F-HRTimeline
SVB WEALTH LLC840$439K0.03%013F-HRTimeline
Unique Wealth Strategies, LLC840$439K0.16%+313F-HRTimeline
GROUP ONE TRADING LLC839$438K0.01%new13F-HRTimeline
WNY Asset Management, LLC837$437K0.04%013F-HRTimeline
Wiser Advisor Group LLC837$437K0.48%+213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC834$436K0.05%013F-HRTimeline
Centennial Wealth Advisory LLC828$433K0.09%-1913F-HRTimeline
AdvisorNet Financial, Inc827$432K0.02%013F-HRTimeline
Grantvest Financial Group LLC826$431K0.25%-12413F-HRTimeline
Centurion Wealth Management LLC824$431K0.1%-75513F-HRTimeline
Everhart Financial Group, Inc.823$430K0.03%013F-HRTimeline
Empirical Asset Management, LLC822$429K0.1%-7513F-HRTimeline
Slagle Financial, LLC822$429K0.13%+26213F-HRTimeline
Penobscot Investment Management Company…820$428K0.03%-2013F-HRTimeline
CPC Advisors, LLC819$428K0.06%-4313F-HRTimeline
SEVEN MILE ADVISORY817$428K0.29%013F-HRTimeline
Alternative Investment Advisors, LLC.813$425K0.16%+213F-HRTimeline
Annandale Capital, LLC813$425K0.06%+7013F-HRTimeline
FLOYD FINANCIAL GROUP LLC807$423K0.28%013F-HRTimeline
Marshall Financial Group, LLC808$422K0.06%-613F-HRTimeline
Alpha Advisors, LLC/VA808$422K0.32%013F-HRTimeline
Advisors Capital Management, LLC806$421K<0.01%013F-HRTimeline
Smithfield Trust Co805$421K0.02%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC802$420K0.01%013F-HRTimeline
Pacific Center for Financial Services802$419K0.09%+113F-HRTimeline
Dale Q Rice Investment Management Ltd800$418K0.23%-6813F-HRTimeline
Prosperity Planning, Inc.794$415K0.1%013F-HRTimeline
One Capital Management, LLC890$412K0.01%013F-HRTimeline
Goldstone Financial Group, LLC788$412K0.04%+15113F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC785$410K0.36%013F-HRTimeline
Smith Thornton Advisors LLC779$409K0.18%013F-HRTimeline
Legacy Edge Advisors, LLC781$408K0.04%013F-HR/ATimeline
Turtle Creek Wealth Advisors, LLC781$408K0.02%013F-HRTimeline
First Citizens Financial Corp775$405K0.17%013F-HRTimeline
Parisi Gray Wealth Management774$404K0.08%-1113F-HRTimeline
Revisor Wealth Management LLC772$404K0.1%-8413F-HRTimeline
Aspire Capital Advisors LLC773$404K0.08%+213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP771$403K0.02%-4213F-HRTimeline
Ranch Capital Advisors Inc.769$402K0.13%+913F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD765$400K<0.01%-22513F-HRTimelineGroup
Hutchens & Kramer Investment Management…762$398K0.11%-413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …760$397K<0.01%013F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC759$396K0.04%013F-HRTimeline
ASPIRIANT, LLC758$396K0.01%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC757$395K0.01%+6913F-HRTimeline
Canal Capital Management, LLC756$395K0.05%new13F-HRTimeline
Coastal Bridge Advisors, LLC750$392K0.02%013F-HRTimeline
SONATA CAPITAL GROUP INC750$392K0.13%013F-HRTimeline
Convergence Financial, LLC749$391K0.03%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED748$391K0.02%-5113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI747$390K0.02%-113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC745$390K0.04%-1613F-HRTimeline
PCG Wealth Advisors, LLC745$389K0.09%013F-HRTimeline
PDS Planning, Inc744$389K0.02%+15013F-HRTimeline
Axiom Investment Management LLC743$388K0.26%+3013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC741$387K0.1%-15713F-HRTimeline
ELLERSON GROUP INC /ADV740$387K0.23%013F-HRTimeline
RWA WEALTH PARTNERS, LLC739$386K<0.01%013F-HRTimeline
Fortis Capital Advisors, LLC739$386K0.04%-10413F-HRTimeline
4WEALTH ADVISORS, INC.739$386K0.3%+12513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…738$386K0.01%+4513F-HRTimelineGroup
Lakeshore Capital Group, Inc.736$385K0.28%-2613F-HRTimeline
Capital Advisors Wealth Management, LLC732$383K0.04%new13F-HRTimeline
Keebeck Wealth Management730$381K0.04%013F-HRTimeline
BSW Wealth Partners727$380K0.04%new13F-HRTimeline
HHM Wealth Advisors, LLC723$378K0.04%013F-HRTimeline
Blue Trust, Inc.722$377K<0.01%-2613F-HRTimeline
Waldron Private Wealth LLC721$377K0.01%-6613F-HRTimeline
Retirement Planning Co of New England, …720$376K0.14%013F-HRTimeline
Pine Valley Investments Ltd Liability Co715$374K0.02%013F-HRTimeline
High Note Wealth, LLC715$374K0.06%013F-HRTimeline
Wedmont Private Capital709$373K0.01%013F-HRTimeline
M3 Advisory Group, LLC713$372K0.19%-14013F-HRTimeline
Monument Capital Management712$372K0.07%+513F-HRTimeline
Boreal Capital Management LLC710$371K0.28%013F-HRTimeline
Avior Wealth Management, LLC706$369K0.01%013F-HRTimeline
Weil Company, Inc.704$368K0.06%+3813F-HRTimeline
Gryphon Financial Partners LLC704$368K0.03%013F-HRTimeline
Front Row Advisors LLC683$367K0.11%013F-HRTimeline
Rockbridge Investment Management, LCC701$366K0.03%013F-HRTimeline
Diversified Portfolios, Inc.700$366K0.03%013F-HRTimeline
Narus Financial Partners, LLC700$366K0.09%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC700$366K0.04%013F-HRTimeline
Ignite Planners, LLC699$365K0.05%-1213F-HRTimeline
Crestwood Advisors Group, LLC697$364K0.01%-43513F-HRTimeline
Westside Investment Management, Inc.694$363K0.05%+3913F-HRTimeline
X-Square Capital, LLC692$362K0.09%+10513F-HRTimeline
Francis Financial, Inc.691$361K0.06%013F-HRTimeline
ShankerValleau Wealth Advisors, Inc.690$360K0.09%013F-HRTimeline
Retirement Planning Group, LLC690$360K0.01%+19713F-HRTimeline
Aldebaran Financial Inc.688$359K0.29%+1713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC686$359K0.02%+11813F-HRTimelineGroup
Revolve Wealth Partners, LLC685$358K0.04%+10113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.679$356K0.01%-46213F-HRTimelineGroup
Sherman Wealth Management LLC679$354K0.27%+313F-HRTimeline
Chemistry Wealth Management LLC678$354K0.06%-2013F-HRTimeline
INGALLS & SNYDER LLC673$352K0.01%013F-HRTimeline
Appalachian Capital Management Ltd672$351K0.25%013F-HRTimeline
SAX WEALTH ADVISORS, LLC752$348K0.01%+18113F-HRTimeline
SoundView Advisors Inc.665$347K0.11%-6613F-HRTimeline
JB Capital LLC664$347K0.01%-29913F-HRTimeline
Dorsey & Whitney Trust CO LLC662$346K0.02%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…661$346K0.01%-14313F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC660$345K0.01%+113F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS705$342K0.09%013F-HRTimeline
Smith Salley Wealth Management655$342K0.01%013F-HRTimeline