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DIA STATE STR SPDR DOW JONES IND

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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.

HolderSharesValue% of portfolioChangeSource
Crewe Advisors LLC1,062$452K0.06%013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC1,060$451K0.18%new13F-HRTimeline
Aaron Wealth Advisors LLC1,052$448K0.05%013F-HRTimeline
AMERIFLEX GROUP, INC.993$442K0.2%13F-HRTimeline
GSA CAPITAL PARTNERS LLP1,038$442K0.03%-21513F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD1,035$440K<0.01%013F-HRTimelineGroup
CLIFFORD SWAN INVESTMENT COUNSEL LLC1,027$437K0.02%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC1,022$435K0.05%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,020$434K0.03%013F-HRTimeline
Alteri Wealth LLC1,016$432K0.12%13F-HRTimeline
Riverbend Wealth Management, LLC1,002$427K0.38%13F-HRTimeline
Continuum Advisory, LLC1,004$427K0.05%+27013F-HRTimeline
GenTrust, LLC1,001$427K0.02%+40313F-HRTimeline
Dunhill Financial, LLC1,002$426K0.2%+37513F-HRTimeline
Investment Partners Asset Management, I…1,001$426K0.33%+513F-HRTimeline
Ipswich Investment Management Co., Inc.1,000$426K0.1%013F-HRTimeline
Successful Portfolios LLC1,000$426K0.28%013F-HRTimeline
Bradley & Co. Private Wealth Management…1,000$426K0.27%13F-HRTimeline
Freestate Advisors LLC999$425K0.44%013F-HRTimeline
SPINNAKER TRUST998$425K0.03%013F-HRTimeline
Claro Advisors Inc.997$424K0.06%-413F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC995$423K0.21%+313F-HRTimelineGroup
Aprio Wealth Management, LLC985$419K0.06%+313F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …999$419K0.03%+113F-HRTimelineGroup
ROSENBLUM SILVERMAN SUTTON S F INC /CA984$419K0.11%013F-HRTimeline
Element Wealth, LLC983$418K0.22%-2313F-HRTimeline
Parallel Advisors, LLC977$416K0.01%-3013F-HRTimeline
BlackDiamond Wealth Management, LLC975$415K0.24%-413F-HRTimeline
Red Door Wealth Management, LLC975$415K0.06%-29913F-HRTimeline
Houlihan Financial Resource Group, Ltd.974$414K0.18%013F-HRTimeline
Sierra Capital LLC955$406K0.05%013F-HRTimeline
VISTA INVESTMENT PARTNERS LLC951$405K0.13%+413F-HRTimeline
Vigilare Wealth Management950$404K0.16%+213F-HRTimeline
Peak Asset Management, LLC949$404K0.07%013F-HRTimeline
CBIZ Investment Advisory Services, LLC942$402K0.02%013F-HRTimeline
CGN Advisors LLC944$402K0.04%013F-HRTimeline
PATTEN & PATTEN INC/TN941$400K0.03%+5013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP939$399K<0.01%new13F-HRTimelineGroup
UNIONVIEW, LLC937$399K0.29%+413F-HRTimeline
Cornerstone Advisory, LLC892$398K0.05%+2913F-HRTimeline
Sound Income Strategies, LLC932$397K0.02%+513F-HRTimeline
Kellett Wealth Advisors, LLC927$395K0.27%-313F-HRTimeline
W ADVISORS, LLC925$394K0.24%013F-HRTimeline
IPG Investment Advisors LLC921$393K0.09%+18513F-HRTimeline
WESPAC Advisors, LLC913$388K0.29%new13F-HRTimeline
Paradigm Capital Management, LLC/NV911$388K0.36%-1013F-HRTimeline
Welch & Forbes LLC911$388K<0.01%013F-HRTimeline
Fortis Capital Advisors, LLC931$387K0.13%+5513F-HRTimeline
Retirement Planning Co of New England, …906$386K0.19%+17513F-HRTimeline
Hubbell Strickland Wealth Management, L…905$385K0.18%-3113F-HRTimeline
Keeley-Teton Advisors, LLC900$383K0.04%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC896$381K<0.01%new13F-HRTimelineGroup
One Capital Management, LLC892$380K0.01%+213F-HRTimeline
Rakuten Securities, Inc.892$380K0.15%+72013F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.889$378K0.08%+18913F-HRTimeline
Marcum Wealth, LLC886$377K0.03%new13F-HRTimeline
AdvisorNet Financial, Inc886$377K0.03%013F-HRTimeline
MIdWestOne Financial Group, Inc.886$377K0.05%013F-HRTimeline
AllSquare Wealth Management LLC886$377K0.22%013F-HRTimeline
Winthrop Advisory Group LLC882$375K0.05%013F-HRTimeline
Strategic Wealth Partners, Ltd.838$375K0.03%-9913F-HRTimeline
Apella Capital, LLC880$374K0.01%+4713F-HRTimeline
WealthPlan Investment Management, LLC880$374K0.04%+33213F-HRTimeline
MERIDIAN MANAGEMENT CO877$373K0.1%-1313F-HRTimeline
Waldron Private Wealth LLC877$373K0.02%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC876$373K0.12%-2213F-HRTimeline
Strategic Family Wealth Counselors, L.L…865$368K0.12%+113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC861$367K0.06%013F-HRTimeline
Purkiss Capital Advisors LLC860$366K0.32%13F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC857$365K0.27%013F-HRTimeline
Granite FO LLC855$364K0.21%013F-HRTimeline
Monterey Private Wealth, Inc.849$361K0.12%-113F-HRTimeline
Freedom Financial Partners LLC846$360K0.17%13F-HRTimeline
Cooper Financial Group846$360K0.04%+1113F-HRTimeline
Pacific Sun Financial Corp845$360K0.2%013F-HRTimeline
BSW Wealth Partners845$360K0.05%new13F-HRTimeline
Monument Capital Management845$360K0.1%013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…836$356K0.37%13F-HRTimeline
Sandy Spring Bank836$356K0.01%013F-HRTimeline
MATHER GROUP, LLC.836$356K<0.01%013F-HRTimeline
Clare Market Investments LLC834$355K0.08%+313F-HRTimeline
Innova Wealth Partners834$355K0.22%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC834$355K0.07%013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA833$354K0.07%-5913F-HRTimeline
WNY Asset Management, LLC833$354K0.04%-8413F-HRTimeline
Sonora Investment Management Group, LLC833$354K0.03%-1113F-HRTimeline
Root Financial Partners, LLC831$354K0.04%+4713F-HRTimeline
RIA Advisory Group LLC831$353K0.12%-3213F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS828$352K0.15%-67313F-HRTimeline
Banco BTG Pactual S.A.823$349K0.08%013F-HRTimeline
Prosperity Planning, Inc.812$346K0.11%+213F-HRTimeline
Pacific Center for Financial Services812$345K0.09%-2113F-HRTimeline
TradeWell Securities, LLC.811$345K0.18%13F-HRTimeline
Alpha Advisors, LLC/VA808$344K0.35%13F-HRTimeline
Smithfield Trust Co805$343K0.02%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.801$342K0.01%+113F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.800$341K<0.01%013F-HRTimeline
Pitti Group Wealth Management, LLC802$341K0.35%+3313F-HRTimeline
Tandem Investment Partners LLC800$340K0.33%13F-HRTimeline
FLOYD FINANCIAL GROUP LLC807$338K0.28%13F-HRTimeline
Harbour Trust & Investment Management Co790$336K0.04%-4513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC800$335K0.07%013F-HRTimeline
Octavia Wealth Advisors, LLC785$335K0.04%013F-HRTimeline
PFG Advisors785$334K0.02%-1913F-HRTimeline
Fisher Asset Management, LLC784$334K<0.01%+28513F-HRTimeline
Chemistry Wealth Management LLC781$332K0.08%013F-HRTimeline
Smith Thornton Advisors LLC779$331K0.21%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.777$331K0.04%new13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.775$330K0.02%013F-HRTimelineGroup
First Citizens Financial Corp775$330K0.18%013F-HRTimeline
Parisi Gray Wealth Management773$329K0.1%+313F-HRTimeline
Wedmont Private Capital782$328K0.02%-65913F-HRTimeline
MATAURO, LLC770$328K0.07%13F-HRTimeline
Moss Adams Wealth Advisors LLC766$327K0.03%013F-HRTimeline
Ranch Capital Advisors Inc.768$327K0.15%-2713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV768$327K0.12%+313F-HRTimeline
Pine Valley Investments Ltd Liability Co765$326K0.02%-6813F-HRTimeline
Main Street Research LLC764$326K0.02%+12413F-HRTimeline
Aspire Capital Advisors LLC765$326K0.09%+213F-HRTimeline
IBEX WEALTH ADVISORS762$324K0.04%new13F-HRTimeline
Mattern Wealth Management LLC759$323K0.07%-32513F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC759$323K0.03%013F-HRTimeline
ASPIRIANT, LLC758$323K0.01%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…755$321K0.06%-1413F-HRTimelineGroup
Penobscot Investment Management Company…750$319K0.03%+513F-HRTimeline
SAGE FINANCIAL GROUP INC750$319K0.03%013F-HRTimeline
Palisade Asset Management, LLC750$319K0.03%013F-HRTimeline
CPC Advisors, LLC749$319K0.04%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC749$319K<0.01%+2913F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI748$318K0.02%013F-HRTimeline
KPP Advisory Services LLC745$317K0.07%-36013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC744$317K0.17%-29613F-HRTimeline
STOCK YARDS BANK & TRUST CO744$317K0.01%-8813F-HRTimeline
Atlas Legacy Advisors, LLC743$316K0.08%13F-HRTimeline
ELLERSON GROUP INC /ADV740$315K0.23%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP738$314K0.01%-4613F-HR/ATimelineGroup
Keebeck Wealth Management730$312K0.04%-14113F-HRTimeline
Total Clarity Wealth Management, Inc.727$310K0.1%new13F-HRTimeline
Kozak & Associates, Inc.724$309K0.07%-13013F-HRTimeline
Warwick Investment Management, Inc.724$308K0.06%-1813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\717$305K<0.01%013F-HR/ATimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA717$305K0.02%013F-HRTimelineGroup
High Note Wealth, LLC715$304K0.08%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC710$303K<0.01%013F-HRTimeline
Collaborative Wealth Managment Inc.710$302K0.14%-3413F-HRTimeline
BNC WEALTH MANAGEMENT, LLC705$300K0.1%-9813F-HRTimeline
Wingate Wealth Advisors, Inc.704$299K0.29%13F-HRTimeline
Americana Partners, LLC702$299K0.01%013F-HRTimeline
Lafayette Investments, Inc.701$298K0.06%new13F-HRTimeline
Rockbridge Investment Management, LCC700$298K0.04%013F-HRTimeline
Diversified Portfolios, Inc.700$298K0.03%013F-HRTimeline
Francis Financial, Inc.691$294K0.07%013F-HRTimeline
Latitude Advisors, LLC691$294K0.17%new13F-HRTimeline
Aldebaran Financial Inc.690$294K0.34%-10413F-HRTimeline
ShankerValleau Wealth Advisors, Inc.690$294K0.09%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…653$293K0.11%013F-HRTimeline
Checchi Capital Advisers, LLC685$291K0.02%013F-HRTimeline
Ellis Investment Partners, LLC683$291K0.06%-213F-HRTimeline
Glass Jacobson Investment Advisors llc681$290K0.1%+4613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…681$290K0.06%013F-HRTimelineGroup
Maple Capital Management, Inc.679$289K0.02%new13F-HRTimeline
FORTEM FINANCIAL GROUP, LLC675$287K0.11%-8113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.675$287K0.15%13F-HRTimeline
GeoWealth Management, LLC674$287K0.01%+35913F-HRTimeline
Neumann Capital Management, LLC672$286K0.09%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…667$284K<0.01%+22813F-HRTimelineGroup
Heritage Wealth Advisors666$283K0.01%013F-HRTimeline
Galvin, Gaustad & Stein, LLC665$283K0.03%-1013F-HRTimeline
Marshall Financial Group, LLC661$281K0.07%013F-HRTimeline
Smith Salley Wealth Management659$280K0.02%013F-HRTimeline
O'ROURKE & COMPANY, Inc658$280K0.14%+113F-HRTimeline
John W. Brooker & Co., CPAs657$280K0.12%-2013F-HRTimeline
Focused Wealth Management, Inc656$279K0.04%-513F-HRTimeline
PCG Wealth Advisors, LLC655$279K0.1%013F-HRTimeline
Encompass More Asset Management653$278K0.09%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/652$277K0.01%-9813F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD652$277K<0.01%+6913F-HRTimelineGroup
WealthShield Partners, LLC651$277K0.04%-45013F-HRTimeline
PCG ASSET MANAGEMENT, LLC651$277K0.24%13F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC650$277K0.01%013F-HRTimeline
Councilmark Asset Management, LLC650$277K0.19%013F-HRTimeline
Quest 10 Wealth Builders, Inc.650$276K0.27%13F-HRTimeline
Parkworth Wealth Management, Inc.648$276K0.23%13F-HRTimeline
Global Assets Advisory, LLC645$273K0.15%013F-HRTimeline
GW&K Investment Management, LLC639$272K<0.01%new13F-HRTimeline
Mystic Asset Management, Inc.637$271K0.07%+513F-HRTimeline
FIRST UNITED BANK & TRUST636$271K0.1%-6513F-HRTimeline
Nadler Financial Group, Inc.636$271K0.03%new13F-HRTimeline
Marmo Financial Group, LLC633$269K0.15%013F-HRTimeline
Strategic Financial Concepts, LLC631$269K0.05%+4413F-HR/ATimeline
LIBERTY WEALTH MANAGEMENT LLC630$268K0.04%013F-HRTimeline
Evensky & Katz LLC631$268K0.02%-3413F-HRTimeline
Financial Advisors Network, Inc.628$267K0.04%13F-HRTimeline
Accredited Investors Inc.628$267K0.02%+10013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…627$267K0.01%-14613F-HRTimeline
Accelerate Investment Advisors LLC626$266K0.23%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC626$266K0.1%013F-HRTimeline
Van Hulzen Asset Management, LLC624$266K0.02%013F-HRTimeline
TrinityPoint Wealth, LLC624$266K0.04%+3913F-HRTimeline
Black Diamond Financial, LLC622$265K0.04%+313F-HRTimeline