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Disclosery

DIA STATE STR SPDR DOW JONES IND

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UT SER 1 (fund), issuer CIK 1041130

1,355 managers (1,371 13F filers) reported a position in DIA shares at 2026-03-31, 35,145,821 shares in all. 88 filers opened a position and 116 filers sold out during the quarter.

Managers
1,355
13F filers
1,371
New
88
Added
426
Reduced
421
Sold out
116
Shares held by filers
35,145,821

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ROSENBLUM SILVERMAN SUTTON S F INC /CA1,054$488K0.13%+3013F-HRTimeline
DIVERSIFIED TRUST CO1,053$488K0.01%013F-HRTimeline
Root Financial Partners, LLC1,053$488K0.02%-4913F-HRTimeline
GREENLEAF TRUST1,053$488K<0.01%013F-HRTimeline
Aaron Wealth Advisors LLC1,052$487K0.03%013F-HRTimeline
Sand Hill Global Advisors, LLC1,050$486K0.02%new13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,047$485K<0.01%-17513F-HRTimelineGroup
Aprio Wealth Management, LLC1,042$483K0.03%+1213F-HRTimeline
Redwood Financial Network Corp1,037$481K0.32%-4413F-HRTimeline
Investment Partners Asset Management, I…1,034$479K0.3%013F-HRTimeline
Red Door Wealth Management, LLC1,031$477K0.05%013F-HRTimeline
Bradley & Co. Private Wealth Management…1,028$477K0.25%013F-HRTimeline
Plancorp, LLC995$477K0.01%+313F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding1,026$475KnewTimeline
GC Wealth Management RIA, LLC1,024$474K0.02%+45813F-HRTimeline
Campbell Deegan Wealth Management, LLC1,022$474K0.38%+113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC1,022$474K0.05%013F-HRTimeline
Freestate Advisors LLC1,019$472K0.38%+413F-HRTimeline
Bluesphere Advisors LLC1,015$470K0.17%013F-HRTimeline
Palisade Asset Management, LLC1,011$468K0.05%013F-HRTimeline
Silver Grove Financial Group, Inc.1,010$468K0.38%new13F-HRTimeline
Hegarty Advisors, LLC1,008$467K0.37%-1013F-HRTimeline
Sather Financial Group Inc1,005$466K0.03%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC1,002$464K0.02%013F-HRTimeline
Chesley Taft & Associates LLC1,000$463K0.02%013F-HRTimeline
Successful Portfolios LLC1,000$463K0.26%-1,80013F-HRTimeline
Capstone Wealth Management, Inc.994$463K0.39%013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…996$461K0.31%013F-HRTimeline
SPINNAKER TRUST992$459K0.03%013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD990$459K<0.01%013F-HRTimelineGroup
Mattern Wealth Management LLC989$458K0.09%-3513F-HRTimeline
VISTA INVESTMENT PARTNERS LLC983$455K0.12%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC980$454K0.01%+5213F-HRTimelineGroup
RIA Advisory Group LLC978$453K0.11%+17713F-HRTimeline
Houlihan Financial Resource Group, Ltd.976$452K0.18%013F-HRTimeline
Shared Vision Wealth Group LLC971$450K0.18%+42613F-HRTimeline
AlphaCore Capital LLC966$448K0.01%-1,65913F-HRTimeline
Pinnacle Wealth Management Group, Inc.967$448K0.22%-7713F-HRTimeline
JB Capital LLC963$446K0.02%+24013F-HRTimeline
DSG Capital Advisors, LLC963$446K0.07%013F-HRTimeline
W ADVISORS, LLC956$443K0.23%+3113F-HRTimeline
Sierra Capital LLC955$442K0.05%013F-HRTimeline
Element Wealth, LLC953$442K0.18%-213F-HRTimeline
GenTrust, LLC948$440K0.02%013F-HRTimeline
Grantvest Financial Group LLC950$440K0.28%-7313F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding944$437K+473Timeline
GatePass Capital, LLC942$436K0.21%013F-HRTimeline
Crewe Advisors LLC941$436K0.04%-613F-HRTimeline
Hayek Kallen Investment Management937$434K0.14%new13F-HRTimeline
Navigation Group, LLC936$434K0.1%13F-HRTimeline
Indivisible Partners935$433K0.04%+43413F-HRTimeline
Bernardo Wealth Planning LLC933$432K0.08%+5213F-HRTimeline
Eagle Strategies LLC928$430K0.05%+3213F-HRTimeline
Armbruster Capital Management, Inc.923$428K0.07%013F-HRTimeline
CGN Advisors LLC920$426K0.03%013F-HRTimeline
Prosperity Consulting Group, LLC919$426K0.02%013F-HRTimeline
Welch & Forbes LLC911$422K0.01%013F-HRTimeline
MATHER GROUP, LLC.902$418K<0.01%-2713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC898$416K0.12%+23113F-HRTimeline
Empirical Asset Management, LLC897$415K0.11%+3613F-HRTimeline
Traction Financial Partners, LLC894$414K0.25%-14913F-HRTimeline
One Capital Management, LLC890$412K0.01%013F-HRTimeline
BlackDiamond Wealth Management, LLC890$412K0.2%+7613F-HRTimeline
Winthrop Advisory Group LLC888$412K0.03%013F-HRTimeline
MERIDIAN MANAGEMENT CO877$406K0.1%013F-HRTimeline
Granite Bay Wealth Management, LLC876$406K0.09%013F-HRTimeline
Hubbell Strickland Wealth Management, L…873$404K0.16%+1313F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC870$403K0.1%+3613F-HRTimeline
Kapstone Financial Advisors LLC869$403K0.2%013F-HRTimeline
Dale Q Rice Investment Management Ltd868$402K0.3%-3013F-HRTimeline
PATTEN & PATTEN INC/TN866$401K0.02%013F-HRTimeline
CPC Advisors, LLC862$399K0.06%013F-HRTimeline
Davidson Capital Management Inc.862$399K0.07%013F-HRTimeline
Cornerstone Advisory, LLC861$399K0.04%-2913F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC859$398K0.25%+113F-HRTimeline
Revisor Wealth Management LLC856$397K0.11%-5013F-HRTimeline
Pacific Sun Financial Corp854$396K0.19%+1013F-HRTimeline
Granite FO LLC855$396K0.23%013F-HR/ATimeline
M3 Advisory Group, LLC853$395K0.24%+513F-HRTimeline
Centennial Wealth Advisory LLC847$392K0.1%+28113F-HRTimeline
Freedom Financial Partners LLC846$392K0.14%013F-HRTimeline
FLOYD FINANCIAL GROUP LLC807$391K0.26%013F-HRTimeline
Belpointe Asset Management LLC843$390K0.01%-9113F-HRTimeline
Fortis Capital Advisors, LLC843$390K0.05%-9113F-HRTimeline
Penobscot Investment Management Company…840$389K0.03%-1013F-HRTimeline
SVB WEALTH LLC840$389K0.03%013F-HRTimeline
Clare Market Investments LLC838$388K0.08%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC838$388K<0.01%-613F-HRTimelineGroup
Unique Wealth Strategies, LLC837$388K0.16%+113F-HRTimeline
WNY Asset Management, LLC837$388K0.04%13F-HRTimeline
Savvy Advisors, Inc.837$388K0.01%-9613F-HRTimeline
Wiser Advisor Group LLC835$387K0.47%-35413F-HRTimeline
Leeward Financial Partners, LLC834$386K0.11%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC834$386K0.05%013F-HRTimeline
AdvisorNet Financial, Inc827$383K0.02%+11013F-HRTimeline
Everhart Financial Group, Inc.823$381K0.03%013F-HRTimeline
FIRST MANHATTAN CO. LLC.821$381K<0.01%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…819$379K16.85%-31,32813F-HRTimeline
SEVEN MILE ADVISORY817$378K0.27%-1,01713F-HRTimeline
Victrix Investment Advisors816$378K0.14%-10013F-HRTimeline
Marshall Financial Group, LLC814$377K0.06%+1913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP813$377K0.02%-3,94413F-HRTimeline
Alternative Investment Advisors, LLC.811$376K0.17%new13F-HRTimeline
Alpha Advisors, LLC/VA808$374K0.3%013F-HRTimeline
Advisors Capital Management, LLC806$373K<0.01%+113F-HRTimeline
Smithfield Trust Co805$373K0.02%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…804$372K0.01%+8113F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC802$372K0.01%013F-HR/ATimeline
Pacific Center for Financial Services801$371K0.09%-1213F-HRTimeline
WealthShield Partners, LLC801$371K0.04%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED799$370K0.03%-31713F-HRTimeline
Peak Asset Management, LLC798$370K0.07%-1013F-HRTimeline
Prosperity Planning, Inc.794$368K0.09%013F-HRTimeline
Waldron Private Wealth LLC787$365K0.01%-713F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC785$364K0.36%013F-HRTimeline
Parisi Gray Wealth Management785$363K0.09%+313F-HRTimeline
Legacy Edge Advisors, LLC781$362K0.04%-1013F-HRTimeline
Turtle Creek Wealth Advisors, LLC781$362K0.03%new13F-HRTimeline
Samalin Investment Counsel, LLC781$362K0.13%-1,80713F-HRTimeline
Smith Thornton Advisors LLC779$361K0.18%013F-HRTimeline
Texas Capital Bank Wealth Management Se…777$360K0.02%new13F-HRTimeline
First Citizens Financial Corp775$359K0.17%013F-HRTimeline
Aspire Capital Advisors LLC771$357K0.08%+213F-HRTimeline
WEALTHSPAN PARTNERS, LLC767$355K0.13%013F-HRTimeline
Hutchens & Kramer Investment Management…766$355K0.11%+213F-HRTimeline
CAXTON ASSOCIATES LLP764$354K0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …760$354K<0.01%013F-HRTimelineGroup
Lakeshore Capital Group, Inc.762$353K0.29%+113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC761$353K0.04%013F-HRTimeline
Ranch Capital Advisors Inc.760$352K0.13%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC759$352K0.04%013F-HRTimeline
ASPIRIANT, LLC758$351K0.01%-15913F-HRTimeline
Coastal Bridge Advisors, LLC750$347K0.02%+3113F-HRTimeline
SONATA CAPITAL GROUP INC750$347K0.13%013F-HRTimeline
Plante Moran Financial Advisors, LLC750$347K0.02%+20113F-HRTimeline
Blue Trust, Inc.748$347K<0.01%013F-HRTimeline
Schrum Private Wealth Management LLC748$346K0.26%+113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI748$346K0.02%013F-HRTimeline
PCG Wealth Advisors, LLC745$345K0.09%013F-HRTimeline
Annandale Capital, LLC743$344K0.06%+4513F-HRTimeline
HM PAYSON & CO740$343K<0.01%013F-HRTimeline
ELLERSON GROUP INC /ADV740$343K0.22%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS705$342K0.09%013F-HRTimeline
RWA WEALTH PARTNERS, LLC739$342K<0.01%013F-HRTimeline
IBEX WEALTH ADVISORS738$342K0.03%new13F-HRTimeline
Wedmont Private Capital709$340K0.01%+1313F-HRTimeline
Keebeck Wealth Management730$339K0.04%013F-HRTimeline
Warwick Investment Management, Inc.730$338K0.05%+113F-HRTimeline
SoundView Advisors Inc.731$338K0.12%+4213F-HRTimeline
HHM Wealth Advisors, LLC723$335K0.04%+5013F-HRTimeline
Retirement Planning Co of New England, …720$333K0.14%013F-HRTimeline
Pine Valley Investments Ltd Liability Co715$332K0.02%+213F-HRTimeline
WORLD EQUITY GROUP, INC.715$331K0.09%-913F-HRTimeline
High Note Wealth, LLC715$331K0.07%013F-HRTimeline
Axiom Investment Management LLC713$330K0.25%13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.713$330K<0.01%013F-HRTimelineGroup
Boreal Capital Management LLC710$330K0.28%013F-HRTimeline
Ignite Planners, LLC711$329K0.05%+2013F-HRTimeline
KFA Private Wealth Group, LLC710$329K0.08%+3313F-HRTimeline
Monument Capital Management707$327K0.08%013F-HRTimeline
Avior Wealth Management, LLC706$327K0.01%new13F-HRTimeline
Gryphon Financial Partners LLC704$326K0.03%013F-HRTimeline
Rockbridge Investment Management, LCC701$325K0.03%013F-HRTimeline
Diversified Portfolios, Inc.700$324K0.03%013F-HRTimeline
Narus Financial Partners, LLC700$324K0.08%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC700$324K0.04%-10313F-HRTimeline
Chemistry Wealth Management LLC698$323K0.06%-3213F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…653$321K0.11%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…693$321K0.01%-4013F-HR/ATimelineGroup
Francis Financial, Inc.691$320K0.06%013F-HRTimeline
ShankerValleau Wealth Advisors, Inc.690$320K0.09%013F-HRTimeline
Independent Wealth Advisors LLC690$320K0.31%new13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC688$319K0.01%+7613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.688$319K0.12%013F-HRTimeline
Front Row Advisors LLC683$317K0.11%+313F-HRTimeline
Sherman Wealth Management LLC676$313K0.27%+213F-HRTimeline
North Star Investment Management Corp.675$313K0.02%+15013F-HRTimeline
INGALLS & SNYDER LLC673$312K0.01%-9913F-HRTimeline
Vantage Point Financial LLC673$312K0.11%new13F-HRTimeline
Appalachian Capital Management Ltd672$311K0.25%013F-HRTimeline
Aldebaran Financial Inc.671$311K0.3%-1213F-HRTimeline
STOCK YARDS BANK & TRUST CO670$310K0.01%013F-HRTimeline
MONECO ADVISORS, LLC670$310K0.02%013F-HRTimeline
Tactive Advisors, LLC667$309K0.09%-47813F-HRTimeline
Weil Company, Inc.666$308K0.07%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC659$306K0.01%-15413F-HRTimeline
O'ROURKE & COMPANY, Inc660$306K0.12%-12613F-HRTimeline
Westside Investment Management, Inc.655$304K0.05%+10013F-HRTimeline
Smith Salley Wealth Management655$303K0.02%013F-HRTimeline
Rehmann Capital Advisory Group650$301K0.02%013F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC650$301K0.01%013F-HRTimeline
Councilmark Asset Management, LLC650$301K0.17%013F-HRTimeline
MIRAMONTES CAPITAL, LLC648$300K0.1%-2113F-HRTimeline
One Charles Private Wealth Services, LLC646$299K0.07%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC646$299K0.04%013F-HRTimeline
Marmo Financial Group, LLC645$299K0.15%new13F-HRTimeline
STEVENS CAPITAL PARTNERS646$299K0.07%+113F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC645$299K0.1%013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC644$298K0.16%-10013F-HRTimeline
GW&K Investment Management, LLC639$296K<0.01%013F-HRTimeline