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Disclosery

DIA STATE STR SPDR DOW JONES IND

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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
Murphy & Mullick Capital Management Corp1,064$511K0.37%+3013F-HRTimeline
DIVERSIFIED TRUST CO1,053$507K0.01%013F-HRTimeline
GREENLEAF TRUST1,053$506K<0.01%-4313F-HRTimeline
Aaron Wealth Advisors LLC1,052$506K0.03%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.1,044$502K0.25%-1813F-HRTimeline
Traction Financial Partners, LLC1,043$501K0.3%-913F-HRTimeline
VISTA CAPITAL PARTNERS, INC.1,040$500K0.05%+35613F-HRTimeline
Investment Partners Asset Management, I…1,034$497K0.31%013F-HRTimeline
Red Door Wealth Management, LLC1,031$495K0.05%+113F-HRTimeline
Aprio Wealth Management, LLC1,030$495K0.03%+4413F-HRTimeline
Bradley & Co. Private Wealth Management…1,028$494K0.26%+2813F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA1,024$492K0.11%-513F-HRTimeline
Mattern Wealth Management LLC1,024$492K0.09%-6013F-HRTimeline
Grantvest Financial Group LLC1,023$492K0.32%-13013F-HRTimeline
CAPITAL ADVISORS INC/OK1,023$492K0.01%-64513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC1,022$491K0.05%013F-HRTimeline
Koss-Olinger Consulting, LLC1,021$491K0.04%-1,15013F-HRTimeline
Campbell Deegan Wealth Management, LLC1,021$491K0.4%+213F-HRTimeline
Horizon Wealth Management, LLC1,019$490K0.08%-64313F-HRTimeline
Hegarty Advisors, LLC1,018$489K0.42%13F-HRTimeline
Innova Wealth Partners1,017$489K0.25%+14113F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,016$488K0.03%-413F-HRTimeline
Freestate Advisors LLC1,015$488K0.4%+413F-HRTimeline
Bluesphere Advisors LLC1,015$488K0.22%-2513F-HRTimeline
Palisade Asset Management, LLC1,011$486K0.05%013F-HRTimeline
Sather Financial Group Inc1,005$483K0.03%+41513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC1,002$482K0.02%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC1,001$481K0.02%013F-HRTimelineGroup
Chesley Taft & Associates LLC1,000$481K0.02%013F-HRTimeline
Parallel Advisors, LLC998$480K0.01%+1613F-HRTimeline
Paradigm, Strategies in Wealth Manageme…996$479K0.31%013F-HRTimeline
Capstone Wealth Management, Inc.994$478K0.42%13F-HRTimeline
SPINNAKER TRUST992$477K0.03%013F-HRTimeline
Plancorp, LLC992$477K0.01%+413F-HRTimeline
Cane Capital Partners, LLC991$476K0.2%13F-HRTimeline
DSG Capital Advisors, LLC963$476K0.07%-27213F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD990$476K<0.01%-1513F-HRTimelineGroup
VISTA INVESTMENT PARTNERS LLC983$472K0.12%013F-HRTimeline
Houlihan Financial Resource Group, Ltd.976$471K0.18%new13F-HRTimeline
Alteri Wealth LLC965$464K0.15%+513F-HRTimeline
Element Wealth, LLC955$459K0.19%-1013F-HRTimeline
Sierra Capital LLC955$459K0.05%013F-HRTimeline
GenTrust, LLC948$457K0.02%-5313F-HRTimeline
Crewe Advisors LLC947$455K0.04%-19313F-HRTimeline
Value Investment Professionals, LLC947$455K0.48%13F-HRTimeline
GatePass Capital, LLC942$453K0.23%013F-HRTimeline
Belpointe Asset Management LLC934$449K0.02%-5513F-HRTimeline
Fortis Capital Advisors, LLC934$449K0.07%-5513F-HRTimeline
Savvy Advisors, Inc.933$449K0.01%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.932$448K<0.01%+21813F-HRTimeline
Revisor Wealth Management LLC906$447K0.12%-8013F-HRTimeline
MATHER GROUP, LLC.929$446K<0.01%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC928$446K0.01%new13F-HRTimelineGroup
W ADVISORS, LLC925$445K0.22%013F-HRTimeline
Armbruster Capital Management, Inc.923$444K0.07%-4,14513F-HRTimeline
CGN Advisors LLC920$442K0.04%013F-HRTimeline
Prosperity Consulting Group, LLC919$442K0.02%+8913F-HRTimeline
ASPIRIANT, LLC917$441K0.01%+15913F-HRTimeline
Victrix Investment Advisors916$440K0.17%new13F-HRTimeline
Welch & Forbes LLC911$438K0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC901$433K<0.01%-513F-HRTimelineGroup
Dale Q Rice Investment Management Ltd898$432K0.31%-13813F-HRTimeline
Eagle Strategies LLC896$431K0.05%-5013F-HRTimeline
NORDEN GROUP LLC891$428K0.04%new13F-HRTimeline
One Capital Management, LLC890$428K0.01%013F-HRTimeline
Cornerstone Advisory, LLC890$428K0.04%013F-HRTimeline
Winthrop Advisory Group LLC888$427K0.04%+613F-HR/ATimeline
HBW ADVISORY SERVICES LLC884$425K0.05%-62213F-HRTimeline
Bernardo Wealth Planning LLC881$424K0.08%+45013F-HRTimeline
Spectrum Planning & Advisory Services I…881$423K0.22%+7913F-HRTimeline
MERIDIAN MANAGEMENT CO877$421K0.1%013F-HRTimeline
Granite Bay Wealth Management, LLC876$421K0.1%013F-HRTimeline
Kapstone Financial Advisors LLC869$418K0.21%013F-HRTimeline
PATTEN & PATTEN INC/TN866$416K0.02%013F-HRTimeline
CPC Advisors, LLC862$414K0.04%+4313F-HRTimeline
Davidson Capital Management Inc.862$414K0.09%013F-HRTimeline
Empirical Asset Management, LLC861$414K0.12%-3913F-HRTimeline
Hubbell Strickland Wealth Management, L…860$413K0.17%+1313F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC858$412K0.26%-2013F-HRTimeline
Granite FO LLC855$411K0.22%013F-HRTimeline
Penobscot Investment Management Company…850$408K0.03%-26013F-HRTimeline
BlackDiamond Wealth Management, LLC814$408K0.2%-7813F-HRTimeline
M3 Advisory Group, LLC848$408K0.25%-1913F-HRTimeline
Freedom Financial Partners LLC846$407K0.15%+113F-HRTimeline
Pacific Sun Financial Corp844$406K0.2%-113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC844$406K<0.01%+2913F-HRTimelineGroup
SVB WEALTH LLC840$404K0.02%013F-HRTimeline
Unique Wealth Strategies, LLC836$402K0.16%+113F-HRTimeline
Leeward Financial Partners, LLC834$401K0.11%-7113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC834$401K0.05%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC834$401K0.11%-613F-HRTimeline
FLOYD FINANCIAL GROUP LLC807$400K0.27%013F-HRTimeline
Everhart Financial Group, Inc.823$396K0.04%-7513F-HRTimeline
FIRST MANHATTAN CO. LLC.821$395K<0.01%+2113F-HRTimeline
BOKF, NAin group BOKF, NA815$392K0.01%013F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC813$391K0.01%new13F-HRTimeline
Peak Asset Management, LLC808$388K0.07%013F-HRTimeline
Alpha Advisors, LLC/VA808$388K0.3%013F-HRTimeline
Advisors Capital Management, LLC805$387K<0.01%+11113F-HRTimeline
Smithfield Trust Co805$387K0.02%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC802$386K0.01%-20513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC803$386K0.05%+6813F-HRTimeline
RIA Advisory Group LLC801$385K0.09%-2513F-HRTimeline
WealthShield Partners, LLC801$385K0.04%013F-HRTimeline
Marshall Financial Group, LLC795$382K0.07%013F-HRTimeline
Prosperity Planning, Inc.794$382K0.1%-1013F-HRTimeline
Waldron Private Wealth LLC794$382K0.02%-8313F-HRTimeline
Legacy Edge Advisors, LLC791$380K0.04%013F-HRTimeline
O'ROURKE & COMPANY, Inc786$378K0.15%+10113F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC785$377K0.37%13F-HRTimeline
Pacific Center for Financial Services813$377K0.1%013F-HRTimeline
Parisi Gray Wealth Management782$376K0.09%+113F-HRTimeline
Smith Thornton Advisors LLC779$374K0.19%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC776$373K<0.01%+3613F-HRTimelineGroup
First Citizens Financial Corp775$372K0.18%013F-HRTimeline
INGALLS & SNYDER LLC772$371K0.01%+10013F-HRTimeline
Aspire Capital Advisors LLC769$369K0.09%+10913F-HRTimeline
Fisher Asset Management, LLC767$369K<0.01%+13813F-HRTimeline
WEALTHSPAN PARTNERS, LLC767$369K0.13%-1713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …760$368K<0.01%new13F-HRTimelineGroup
Hutchens & Kramer Investment Management…764$367K0.13%+12213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC761$366K0.04%013F-HRTimeline
Lakeshore Capital Group, Inc.761$366K0.29%+213F-HRTimeline
Ranch Capital Advisors Inc.760$365K0.13%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC759$365K0.04%013F-HRTimeline
Slagle Financial, LLC758$364K0.13%+20213F-HRTimeline
Gambit Capital Management, LLC755$363K0.26%13F-HRTimeline
SONATA CAPITAL GROUP INC750$360K0.13%new13F-HRTimeline
Blue Trust, Inc.748$359K<0.01%-4013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI748$359K0.02%013F-HRTimeline
Schrum Private Wealth Management LLC747$359K0.27%+213F-HRTimeline
PCG Wealth Advisors, LLC745$358K0.1%-32313F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC744$358K0.19%013F-HRTimeline
Atlas Legacy Advisors, LLC743$357K0.06%013F-HRTimeline
HM PAYSON & CO740$356K0.01%013F-HRTimeline
ELLERSON GROUP INC /ADV740$356K0.24%013F-HRTimeline
RWA WEALTH PARTNERS, LLC739$355K<0.01%-43613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…733$352K0.01%-213F-HRTimelineGroup
Keebeck Wealth Management730$352K0.04%013F-HRTimeline
Chemistry Wealth Management LLC730$351K0.07%013F-HRTimeline
Accelerate Investment Advisors LLC729$350K0.24%+313F-HRTimeline
Warwick Investment Management, Inc.729$350K0.05%+113F-HRTimeline
WORLD EQUITY GROUP, INC.724$348K0.1%-113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…723$348K0.01%-24913F-HRTimelineGroup
JB Capital LLC723$348K0.01%+5113F-HRTimeline
Retirement Planning Co of New England, …720$346K0.14%-15013F-HRTimeline
Coastal Bridge Advisors, LLC719$346K0.03%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp717$345K0.01%+3513F-HRTimelineGroup
AdvisorNet Financial, Inc717$345K0.02%-1513F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC715$344K0.29%13F-HRTimeline
High Note Wealth, LLC715$344K0.07%013F-HRTimeline
Pine Valley Investments Ltd Liability Co713$343K0.02%+213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.713$343K<0.01%-3,59213F-HRTimelineGroup
Boreal Capital Management LLC710$342K0.26%013F-HRTimeline
Wedmont Private Capital696$341K0.01%-2613F-HRTimeline
Signal Advisors Wealth, LLC709$341K0.03%+7413F-HRTimeline
Monument Capital Management707$340K0.08%-3513F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS705$339K0.1%013F-HRTimeline
Gryphon Financial Partners LLC704$338K0.04%013F-HRTimeline
Ignite Planners, LLC691$338K0.05%new13F-HRTimeline
Rockbridge Investment Management, LCC701$337K0.03%013F-HRTimeline
Diversified Portfolios, Inc.700$336K0.03%013F-HRTimeline
Narus Financial Partners, LLC700$336K0.09%-25013F-HRTimeline
Sequent Asset Management, LLC700$336K0.15%+25013F-HRTimeline
Annandale Capital, LLC698$335K0.05%013F-HRTimeline
Francis Financial, Inc.691$332K0.07%013F-HRTimeline
ShankerValleau Wealth Advisors, Inc.690$332K0.09%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.688$331K0.13%+5313F-HRTimeline
Aldebaran Financial Inc.683$330K0.31%-1013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …687$330K<0.01%-16713F-HRTimelineGroup
SoundView Advisors Inc.689$330K0.12%013F-HRTimeline
Ellis Investment Partners, LLC684$329K0.06%+113F-HRTimeline
Front Row Advisors LLC680$327K0.11%013F-HRTimeline
Checchi Capital Advisers, LLC678$326K0.02%-9113F-HRTimeline
KFA Private Wealth Group, LLC677$325K0.08%new13F-HRTimeline
Sherman Wealth Management LLC674$324K0.28%13F-HR/ATimeline
HHM Wealth Advisors, LLC673$323K0.04%+33213F-HRTimeline
Appalachian Capital Management Ltd672$323K0.26%13F-HRTimeline
STOCK YARDS BANK & TRUST CO670$322K0.01%-6813F-HRTimeline
MONECO ADVISORS, LLC670$322K0.03%013F-HRTimeline
MIRAMONTES CAPITAL, LLC669$322K0.11%13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC667$321K0.1%+5013F-HRTimeline
Golden Reserve Retirement LLC667$321K0.06%new13F-HRTimeline
Weil Company, Inc.666$320K0.07%013F-HRTimeline
Dunhill Financial, LLC658$316K0.08%013F-HRTimeline
Smith Salley Wealth Management655$315K0.02%013F-HRTimeline
Curat Global, LLC654$314K0.35%013F-HRTimeline
Total Clarity Wealth Management, Inc.654$314K0.08%+113F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…653$314K0.1%013F-HRTimeline
Vigilare Wealth Management653$314K0.11%+113F-HRTimeline
Rehmann Capital Advisory Group650$312K0.02%+113F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC650$312K0.01%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO650$312K0.01%-1313F-HRTimeline
Councilmark Asset Management, LLC650$312K0.17%013F-HRTimeline
One Charles Private Wealth Services, LLC646$310K0.08%new13F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC646$310K0.04%-7513F-HRTimeline
STEVENS CAPITAL PARTNERS645$310K0.08%+1213F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC645$310K0.1%-1513F-HRTimeline
Neumann Capital Management, LLC642$309K0.09%013F-HRTimeline
Main Street Research LLC640$308K0.02%013F-HRTimeline