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Disclosery

DIA STATE STR SPDR DOW JONES IND

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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.

HolderSharesValue% of portfolioChangeSource
Successful Portfolios LLC1,000$420K0.29%013F-HRTimeline
Bradley & Co. Private Wealth Management…1,000$420K0.29%013F-HRTimeline
AMERIFLEX GROUP, INC.995$418K0.17%+213F-HRTimeline
SPINNAKER TRUST992$417K0.03%-613F-HRTimeline
Belpointe Asset Management LLC989$415K0.02%-8,02513F-HRTimeline
Fortis Capital Advisors, LLC989$415K0.08%+5813F-HRTimeline
IPG Investment Advisors LLC986$415K0.09%+6513F-HRTimeline
Aprio Wealth Management, LLC985$414K0.05%013F-HRTimeline
Plancorp, LLC981$412K0.02%-19613F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA979$411K0.11%-513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP979$411K<0.01%+4013F-HRTimelineGroup
Houlihan Financial Resource Group, Ltd.974$409K0.18%013F-HRTimeline
GatePass Capital, LLC973$409K0.31%new13F-HRTimeline
Element Wealth, LLC962$404K0.22%-2113F-HRTimeline
M3 Advisory Group, LLC960$403K0.32%-72913F-HRTimeline
VISTA INVESTMENT PARTNERS LLC955$401K0.12%+413F-HRTimeline
Sierra Capital LLC955$401K0.05%013F-HRTimeline
Vigilare Wealth Management951$399K0.16%+113F-HRTimeline
Kellett Wealth Advisors, LLC951$399K0.28%+2413F-HRTimeline
Apella Capital, LLC982$399K0.01%+10213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources949$398K<0.01%-80013F-HRTimelineGroup
MATHER GROUP, LLC.930$391K<0.01%+9413F-HRTimeline
Retirement Planning Co of New England, …927$389K0.19%+2113F-HR/ATimeline
W ADVISORS, LLC925$388K0.24%013F-HRTimeline
CGN Advisors LLC920$386K0.04%-2413F-HRTimeline
Root Financial Partners, LLC913$383K0.04%+8213F-HRTimeline
Welch & Forbes LLC911$383K0.01%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP903$379K0.01%+16513F-HRTimelineGroup
Full Sail Capital, LLC900$378K0.02%new13F-HRTimeline
Empirical Asset Management, LLC900$378K0.13%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC898$377K<0.01%-39813F-HRTimelineGroup
Innova Wealth Partners894$375K0.23%+6013F-HRTimeline
One Capital Management, LLC892$375K0.01%013F-HRTimeline
Continuum Advisory, LLC889$373K0.05%-11513F-HRTimeline
Cornerstone Advisory, LLC912$372K0.04%+2013F-HRTimeline
WealthShield Partners, LLC886$372K0.05%+23513F-HRTimeline
AdvisorNet Financial, Inc886$372K0.03%013F-HRTimeline
MIdWestOne Financial Group, Inc.886$372K0.05%013F-HRTimeline
AllSquare Wealth Management LLC886$372K0.22%013F-HRTimeline
Winthrop Advisory Group LLC882$371K0.04%013F-HRTimeline
Waldron Private Wealth LLC877$369K0.02%013F-HRTimeline
MERIDIAN MANAGEMENT CO877$368K0.11%013F-HR/ATimeline
WealthPlan Investment Management, LLC874$367K0.04%-613F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC874$367K0.05%-43213F-HRTimeline
Fortitude Advisory Group L.L.C.920$366K0.26%-22013F-HRTimeline
Penobscot Investment Management Company…870$365K0.03%+12013F-HRTimeline
Strategic Family Wealth Counselors, L.L…867$364K0.12%+213F-HRTimeline
PATTEN & PATTEN INC/TN866$364K0.02%-7513F-HRTimeline
Purkiss Capital Advisors LLC864$363K0.27%+413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC861$362K0.05%013F-HRTimeline
Hubbell Strickland Wealth Management, L…860$361K0.17%-4513F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC857$360K0.27%013F-HRTimeline
Granite FO LLC855$359K0.2%013F-HRTimeline
Monterey Private Wealth, Inc.851$357K0.11%+213F-HRTimeline
Scientech Research LLC850$357K0.09%new13F-HRTimeline
Freedom Financial Partners LLC847$356K0.17%+113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC847$355K0.12%-2913F-HRTimeline
Pacific Sun Financial Corp845$355K0.2%013F-HRTimeline
Monument Capital Management845$355K0.11%013F-HRTimeline
ALBION FINANCIAL GROUP /UT840$353K0.02%-86213F-HRTimeline
Clare Market Investments LLC838$352K0.09%+413F-HRTimeline
Cooper Financial Group837$352K0.05%-913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC834$350K0.06%013F-HRTimeline
WNY Asset Management, LLC833$350K0.04%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC832$349K<0.01%-6413F-HRTimelineGroup
RIA Advisory Group LLC830$349K0.11%-113F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS828$348K0.14%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …858$348K0.03%-14113F-HRTimelineGroup
Sonora Investment Management Group, LLC827$347K0.03%-613F-HRTimeline
GROUP ONE TRADING LLC825$346K0.01%-5,21413F-HRTimeline
Banco BTG Pactual S.A.823$346K0.09%013F-HRTimeline
Pacific Center for Financial Services812$341K0.09%013F-HRTimeline
West Wealth Group, LLC811$341K0.1%new13F-HRTimeline
Peak Asset Management, LLC808$339K0.06%-14113F-HRTimeline
Alpha Advisors, LLC/VA808$339K0.3%013F-HRTimeline
FLOYD FINANCIAL GROUP LLC807$339K0.31%013F-HRTimeline
Smithfield Trust Co805$338K0.02%013F-HRTimeline
Prosperity Planning, Inc.804$338K0.11%-813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.803$338K0.01%+213F-HRTimelineGroup
Empower Advisory Group, LLC804$338K<0.01%-90513F-HRTimeline
Pitti Group Wealth Management, LLC803$337K0.35%+113F-HRTimeline
FIRST MANHATTAN CO. LLC.800$337K<0.01%013F-HRTimeline
Tandem Investment Partners LLC800$336K0.33%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC790$332K0.01%new13F-HRTimeline
Schrum Private Wealth Management LLC790$332K0.29%-39213F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC788$331K<0.01%+3913F-HRTimelineGroup
Checchi Capital Advisers, LLC781$328K0.02%+9613F-HRTimeline
Harbour Trust & Investment Management Co780$328K0.04%-1013F-HRTimeline
Smith Thornton Advisors LLC779$327K0.2%013F-HRTimeline
BlackDiamond Wealth Management, LLC792$327K0.22%-18313F-HRTimeline
ADG Wealth Management Group, LLC778$327K0.31%new13F-HRTimeline
Parisi Gray Wealth Management776$326K0.11%+313F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.775$325K0.02%013F-HRTimelineGroup
First Citizens Financial Corp775$325K0.18%013F-HRTimeline
MATAURO, LLC774$325K0.07%+413F-HRTimeline
Moloney Securities Asset Management, LLC772$324K0.04%-14,71613F-HRTimeline
Chemistry Wealth Management LLC769$323K0.08%-1213F-HRTimeline
Aspire Capital Advisors LLC768$322K0.1%+313F-HRTimeline
Marshall Financial Group, LLC767$322K0.07%+10613F-HRTimeline
Pine Valley Investments Ltd Liability Co765$322K0.02%013F-HRTimeline
Coastal Bridge Advisors, LLC765$321K0.03%new13F-HR/ATimeline
COLDSTREAM CAPITAL MANAGEMENT INC761$320K0.01%+15513F-HRTimeline
Ranch Capital Advisors Inc.760$319K0.15%-813F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC759$319K0.03%013F-HRTimeline
ASPIRIANT, LLC758$318K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…756$317K<0.01%+8913F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC800$317K0.07%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD751$315K<0.01%+9913F-HRTimelineGroup
SAGE FINANCIAL GROUP INC750$315K0.03%013F-HRTimeline
Palisade Asset Management, LLC750$315K0.03%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC750$315K0.24%-75013F-HRTimeline
Wedmont Private Capital783$314K0.02%+113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI748$314K0.02%013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC744$312K0.16%013F-HRTimeline
Ground Swell Capital, LLC744$312K0.71%new13F-HRTimeline
Atlas Legacy Advisors, LLC743$312K0.08%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…743$312K0.01%-1213F-HRTimelineGroup
CPC Advisors, LLC741$311K0.04%-813F-HRTimeline
ELLERSON GROUP INC /ADV740$311K0.25%013F-HRTimeline
Focused Wealth Management, Inc739$310K0.04%+8313F-HRTimeline
Total Clarity Wealth Management, Inc.727$310K0.1%013F-HRTimeline
STOCK YARDS BANK & TRUST CO737$309K0.01%-713F-HRTimeline
Bedell Frazier Investment Counselling, …732$307K0.08%-40013F-HRTimeline
Keebeck Wealth Management730$307K0.05%013F-HRTimeline
Warwick Investment Management, Inc.725$305K0.06%+113F-HRTimeline
ING GROEP NV717$301K<0.01%new13F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA717$301K0.02%013F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.715$300K<0.01%+14313F-HRTimelineGroup
High Note Wealth, LLC715$300K0.07%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC710$299K<0.01%013F-HRTimeline
Blue Trust, Inc.701$294K<0.01%+16613F-HRTimeline
Rockbridge Investment Management, LCC700$294K0.03%013F-HRTimeline
Diversified Portfolios, Inc.700$294K0.03%013F-HRTimeline
Kozak & Associates, Inc.721$292K0.07%-313F-HRTimeline
O'ROURKE & COMPANY, Inc694$291K0.14%+3613F-HRTimeline
Francis Financial, Inc.691$290K0.07%013F-HRTimeline
Glass Jacobson Investment Advisors llc681$290K0.1%013F-HRTimeline
ShankerValleau Wealth Advisors, Inc.690$290K0.09%013F-HRTimeline
JB Capital LLC690$289K0.02%new13F-HRTimeline
BNC WEALTH MANAGEMENT, LLC688$289K0.1%-1713F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC688$289K0.15%-30713F-HRTimelineGroup
Aldebaran Financial Inc.688$289K0.35%-213F-HRTimeline
PLANNING DIRECTIONS INC687$288K0.12%new13F-HRTimeline
CPR Investments Inc.685$288K0.26%new13F-HRTimeline
Ellis Investment Partners, LLC683$287K0.06%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.683$287K0.03%-9413F-HRTimeline
Sandy Spring Bank682$286K0.01%-15413F-HRTimeline
WORLD EQUITY GROUP, INC.677$284K0.08%-69913F-HRTimeline
INGALLS & SNYDER LLC673$283K0.01%new13F-HRTimeline
Retirement Solution LLC669$281K0.08%new13F-HR/ATimeline
Heritage Wealth Advisors666$280K0.01%013F-HRTimeline
Hayek Kallen Investment Management664$279K0.1%+8313F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC660$277K0.11%-40013F-HRTimeline
Smith Salley Wealth Management659$277K0.02%013F-HRTimeline
PCG Wealth Advisors, LLC655$275K0.1%013F-HRTimeline
John W. Brooker & Co., CPAs653$274K0.11%-413F-HRTimeline
OLD NATIONAL BANCORP /IN/652$274K0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.651$273K0.22%+313F-HRTimeline
PCG ASSET MANAGEMENT, LLC651$273K0.26%013F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC650$273K0.01%013F-HRTimeline
Councilmark Asset Management, LLC650$273K0.18%013F-HRTimeline
Maple Capital Management, Inc.643$270K0.02%-3613F-HRTimeline
Neumann Capital Management, LLC642$270K0.09%-3013F-HRTimeline
Main Street Research LLC640$269K0.02%-12413F-HRTimeline
GW&K Investment Management, LLC639$268K<0.01%013F-HRTimeline
Nadler Financial Group, Inc.636$267K0.03%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.635$267K0.14%-4013F-HRTimeline
Mystic Asset Management, Inc.632$265K0.07%-513F-HRTimeline
Sovran Advisors, LLC675$264K0.03%+11113F-HRTimeline
Accredited Investors Inc.628$264K0.02%013F-HRTimeline
Dunhill Financial, LLC627$263K0.12%-37513F-HRTimeline
Fairvoy Private Wealth, LLC626$263K0.07%-45013F-HRTimeline
Accelerate Investment Advisors LLC626$263K0.22%013F-HRTimeline
Galvin, Gaustad & Stein, LLC625$263K0.02%-4013F-HRTimeline
Black Diamond Financial, LLC625$262K0.04%+313F-HRTimeline
Van Hulzen Asset Management, LLC624$262K0.02%013F-HRTimeline
Everhart Financial Group, Inc.618$259K0.04%013F-HRTimeline
Vantage Point Financial LLC617$259K0.13%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…653$259K0.11%013F-HRTimeline
Argent Trust Co617$259K0.01%+1613F-HRTimeline
Collaborative Wealth Managment Inc.614$258K0.12%-9613F-HRTimeline
EXCALIBUR MANAGEMENT CORP612$257K0.1%013F-HRTimeline
BEACON INVESTMENT ADVISORS LLC611$257K0.12%+313F-HRTimeline
AVALON CAPITAL MANAGEMENT611$257K0.07%013F-HRTimeline
Wingate Wealth Advisors, Inc.611$256K0.3%-9313F-HRTimeline
Bryn Mawr Trust Advisors, LLC609$256K0.02%013F-HRTimeline
Commonwealth Financial Services, LLC609$256K0.05%-713F-HRTimeline
Grey Fox Wealth Advisors, LLC607$256K0.07%+313F-HRTimeline
SOA Wealth Advisors, LLC.608$255K0.05%013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC608$255K0.24%013F-HRTimeline
Accel Wealth Management606$255K0.09%+213F-HRTimeline
Front Row Advisors LLC605$255K0.1%013F-HRTimeline
North Star Investment Management Corp.605$254K0.02%013F-HRTimeline
RWA WEALTH PARTNERS, LLC604$254K<0.01%-1,77713F-HRTimeline
Biltmore Family Office, LLC600$252K0.04%013F-HRTimeline
WPWealth LLP601$252K0.05%013F-HRTimeline
Heritage Family Offices, LLP600$252K0.13%013F-HRTimeline
BFSG, LLC598$251K0.03%013F-HRTimeline
Whitcomb & Hess, Inc.597$251K0.08%013F-HRTimeline
Harbor Group, Inc.596$250K0.05%+113F-HRTimeline