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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
Carlton Hofferkamp & Jenks Wealth Manag…653$341K0.11%013F-HRTimeline
Rehmann Capital Advisory Group650$340K0.02%013F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC650$340K0.01%013F-HRTimeline
North Star Investment Management Corp.650$340K0.02%-2513F-HRTimeline
Sequent Asset Management, LLC650$340K0.14%new13F-HRTimeline
Councilmark Asset Management, LLC650$340K0.18%013F-HRTimeline
Nautilus Advisors LLC642$338K0.2%+2513F-HRTimeline
STEVENS CAPITAL PARTNERS646$337K0.06%013F-HRTimeline
One Charles Private Wealth Services, LLC646$337K0.08%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC646$337K0.04%013F-HRTimeline
CADINHA & CO LLC645$337K0.05%+10013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC644$337K0.16%013F-HRTimeline
Tactive Advisors, LLC642$335K0.08%-2513F-HRTimeline
CHAPIN DAVIS, INC.641$335K0.06%new13F-HRTimeline
GW&K Investment Management, LLC639$334K<0.01%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC639$334K0.11%+20113F-HRTimeline
MIRAMONTES CAPITAL, LLC636$332K0.1%-1213F-HRTimeline
Vigilare Wealth Management634$331K0.1%013F-HRTimeline
PCG ASSET MANAGEMENT, LLC628$329K0.24%-613F-HRTimeline
Accredited Investors Inc.628$328K0.01%013F-HRTimeline
Dunhill Financial, LLC627$328K0.07%013F-HRTimeline
Advyzon Investment Management, LLC627$328K0.02%+1013F-HRTimeline
Tulsa Wealth Advisors, INC626$327K0.05%013F-HRTimeline
Ellis Investment Partners, LLC624$326K0.05%013F-HRTimeline
BEACON INVESTMENT ADVISORS LLC621$325K0.1%+113F-HRTimeline
Harbour Trust & Investment Management Co620$324K0.03%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC620$324K0.01%013F-HRTimeline
MONECO ADVISORS, LLC620$324K0.02%-5013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY615$322K0.18%+113F-HRTimeline
Signet Private Wealth LLC617$322K0.26%+113F-HRTimeline
Wingate Wealth Advisors, Inc.616$322K0.14%+113F-HRTimeline
Financial Management Professionals, Inc.614$322K0.03%013F-HRTimeline
O'ROURKE & COMPANY, Inc615$322K0.11%-4513F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC616$322K0.23%+113F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC614$321K0.15%+11413F-HRTimeline
EXCALIBUR MANAGEMENT CORP612$320K0.11%013F-HRTimeline
AVALON CAPITAL MANAGEMENT611$319K0.08%013F-HRTimeline
Markowski Investments611$319K0.07%13F-HRTimeline
DSG Capital Advisors, LLC608$319K0.05%-35513F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC608$318K0.23%013F-HRTimeline
STOCK YARDS BANK & TRUST CO605$316K0.01%-6513F-HR/ATimeline
Harbor Group, Inc.603$315K0.04%+213F-HRTimeline
Biltmore Family Office, LLC600$314K0.04%013F-HRTimeline
Heritage Wealth Advisors600$313K0.01%013F-HRTimeline
Heritage Family Offices, LLP600$313K0.12%013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.600$313K0.12%new13F-HRTimeline
Atlantic Private Wealth, LLC596$311K0.19%+213F-HRTimeline
Obermeyer Wealth Partners596$311K0.01%013F-HRTimeline
KFA Private Wealth Group, LLC595$311K0.07%-11513F-HRTimeline
Meridian Wealth Advisors, LLC595$311K0.04%new13F-HRTimeline
BFSG, LLC594$310K0.03%013F-HRTimeline
SJBENEN ADVISORY, LLC590$310K0.18%new13F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding593$310K+76Timeline
Quest 10 Wealth Builders, Inc.592$309K0.24%-113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors590$308K0.04%013F-HRTimelineGroup
NorthRock Partners, LLC589$307K<0.01%-4413F-HRTimeline
Total Clarity Wealth Management, Inc.587$307K0.06%-5213F-HRTimeline
HBW ADVISORY SERVICES LLC587$306K0.03%+6213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC585$306K<0.01%013F-HRTimeline
CITY HOLDING CO584$305K0.03%013F-HRTimeline
Mystic Asset Management, Inc.581$304K0.06%+1913F-HRTimeline
Selby Wealth Management, LLC578$302K0.11%-2013F-HRTimeline
Strategic Family Wealth Counselors, L.L…576$301K0.07%+113F-HRTimeline
Meridian Financial Advisors, LLC575$300K0.14%013F-HRTimeline
BNC WEALTH MANAGEMENT, LLC574$300K0.07%-5013F-HRTimeline
Clark Asset Management, LLC573$299K0.02%-90213F-HRTimeline
Fort Point Capital Partners LLC569$298K0.03%013F-HRTimeline
Brand Asset Management Group, Inc.570$298K0.07%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.569$297K0.03%013F-HRTimeline
SBI Okasan Asset Management Co.Ltd.570$297K0.01%new13F-HRTimeline
Hurlow Wealth Management Group, Inc.566$296K0.06%013F-HRTimeline
Accelerate Investment Advisors LLC565$295K0.17%+113F-HRTimeline
Van Hulzen Asset Management, LLC565$295K0.02%013F-HRTimeline
55 North Private Wealth, LLC565$295K0.06%013F-HRTimeline
Maltin Wealth Management, Inc.564$295K0.1%013F-HRTimeline
Tull Financial Group, Inc.563$294K0.12%013F-HRTimeline
Avidian Wealth Enterprises, LLC560$292K0.01%-113F-HRTimeline
Independent Advisor Alliance557$291K0.01%-13,68013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.556$290K<0.01%+5313F-HR/ATimeline
Citizens National Bank Trust Department555$290K0.04%-513F-HRTimeline
Key Financial Inc553$289K0.05%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.553$289K0.02%+113F-HRTimeline
Peak Wealth Management LLC552$288K0.2%013F-HRTimeline
Topsail Wealth Management, LLC550$288K0.04%013F-HRTimeline
HM PAYSON & CO550$287K<0.01%-19013F-HRTimeline
Rockingstone Advisors LLC550$287K0.12%013F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co550$287K<0.01%013F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC549$287K0.03%013F-HRTimeline
Plante Moran Financial Advisors, LLC548$286K0.01%-20213F-HRTimeline
IBEX WEALTH ADVISORS547$286K0.02%-19113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO544$284K<0.01%-9413F-HRTimeline
Pure Financial Advisors, LLC543$284K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC644$283K0.03%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC540$282K0.19%+913F-HRTimeline
CX Institutional540$282K0.01%new13F-HRTimeline
Commonwealth Retirement Investments LLC538$281K0.08%013F-HRTimeline
WealthShield Partners, LLC535$280K0.04%-26613F-HRTimeline
WEALTHSPAN PARTNERS, LLC535$279K0.09%-23213F-HRTimeline
Northstar Group, Inc.534$279K0.04%013F-HRTimeline
Baltimore-Washington Financial Advisors…533$279K0.01%013F-HRTimeline
Commonwealth Financial Services, LLC532$278K0.04%013F-HRTimeline
Trust Co530$277K0.02%+12913F-HRTimeline
Napier Financial, LLC530$277K0.06%+5413F-HRTimeline
ENTREWEALTH, LLC514$277K0.1%new13F-HRTimeline
Whitcomb & Hess, Inc.528$276K0.06%-6913F-HRTimeline
Bridgewealth Advisory Group, LLC525$274K0.05%new13F-HRTimeline
Financial Synergies Wealth Advisors, In…525$274K0.02%+113F-HRTimeline
Capital Asset Advisory Services LLC524$274K0.01%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …524$274K0.01%013F-HRTimelineGroup
NorthCoast Asset Management LLC522$273K0.01%+213F-HRTimeline
Elite Life Management LLC500$271K0.32%013F-HRTimeline
Spartan Wealth Advisory Services LLC519$271K0.02%new13F-HRTimeline
Flavin Financial Services, Inc.519$271K0.15%new13F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.511$271K0.08%013F-HRTimeline
Blue Fin Capital, Inc.515$269K0.04%013F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC514$269K0.06%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC512$268K0.04%+113F-HRTimeline
CIBC Asset Management Inc510$266K<0.01%013F-HRTimeline
Stonebridge Capital Advisors LLC510$266K0.02%-2513F-HRTimeline
Cardinal Point Capital Management ULC510$266K0.02%013F-HRTimeline
Basepoint Wealth LLC509$266K0.15%013F-HRTimeline
Wisconsin Wealth Advisors, LLC508$265K0.23%+313F-HRTimeline
Hilltop Partners LLC507$265K0.06%new13F-HRTimeline
FIDUCIENT ADVISORS LLC504$265K0.04%+113F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV505$264K0.11%013F-HRTimeline
Ayalon Insurance Comp Ltd.502$263K0.03%-6,71313F-HRTimeline
Great Diamond Partners, LLC500$261K0.04%-813F-HRTimeline
LFA - Lugano Financial Advisors SA500$261K0.16%013F-HRTimeline
PING CAPITAL MANAGEMENT, INC.500$261K0.08%013F-HRTimeline
ACT WEALTH MANAGEMENT, LLC500$261K0.08%013F-HRTimeline
Galvin, Gaustad & Stein, LLC500$261K0.02%-12513F-HRTimeline
Register Financial Advisors LLC500$261K0.08%013F-HRTimeline
BlueCrest Capital Management Ltd498$260K0.01%new13F-HRTimeline
Axecap Investments, LLC498$260K0.14%-313F-HRTimeline
San Luis Wealth Advisors LLC495$259K0.04%-9713F-HRTimeline
ABLE Financial Group, LLC495$259K0.04%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC555$257K0.03%013F-HRTimeline
IFS Advisors, LLC491$256K0.12%013F-HRTimeline
Independent Solutions Wealth Management…488$255K0.03%-5013F-HRTimeline
EWA, LLC488$255K0.05%+3413F-HRTimeline
Sharp Wealth Advisory, LLC485$253K0.12%new13F-HRTimeline
Prasad Wealth Partners, LLC483$252K0.06%013F-HRTimeline
Glassman Wealth Services482$252K0.03%new13F-HRTimeline
FIRST UNITED BANK & TRUST481$251K0.07%-513F-HRTimeline
Seneca Financial Advisors LLC481$251K0.07%013F-HRTimeline
MinichMacGregor Wealth Management, LLC480$251K0.04%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC476$249K0.04%013F-HRTimeline
Gradient Capital Advisors, LLC475$248K0.06%+1213F-HRTimeline
Moment Partners, LLC475$248K0.04%-2713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC474$248K0.01%new13F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO474$248K0.02%+2413F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC472$247K0.08%013F-HRTimelineGroup
Bogart Wealth, LLC470$246K0.01%+12813F-HRTimeline
TigerOak Management, L.L.C.469$245K0.07%013F-HRTimeline
Fairvoy Private Wealth, LLC468$244K0.05%013F-HRTimeline
Integrity Wealth Solutions LLC467$244K0.09%+113F-HRTimeline
Werba Rubin Papier Wealth Management467$244K0.03%+2913F-HRTimeline
Summit Place Financial Advisors, LLC467$244K0.11%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…466$244K0.03%013F-HRTimeline
JDH Wealth Management, LLC466$243K0.15%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC465$243K0.15%013F-HRTimeline
Haverford Trust Co464$242K<0.01%013F-HRTimeline
Octavia Wealth Advisors, LLC462$242K0.02%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO463$242K<0.01%013F-HRTimelineGroup
Beacon Financial Advisory LLC463$242K0.05%+3013F-HRTimeline
Evensky & Katz LLC462$241K0.01%013F-HRTimeline
SHP Wealth Management459$240K0.02%+2713F-HRTimeline
Rockline Wealth Management, LLC459$240K0.05%013F-HRTimeline
Howard Capital Management, LLC458$239K<0.01%-4113F-HRTimeline
Bison Wealth, LLC451$239K0.02%+613F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC451$236K0.06%new13F-HR/ATimeline
Gaddis Premier Wealth Advisors LLC451$236K0.14%013F-HRTimeline
Cherry Tree Wealth Management, LLC450$235K0.04%013F-HRTimeline
Disciplined Investors, L.L.C.450$235K0.12%-1413F-HRTimeline
J. Derek Lewis & Associates Inc.447$234K0.04%new13F-HRTimeline
Capital Square, LLC444$233K0.1%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC444$232K0.05%-12513F-HRTimeline
MATAURO, LLC442$231K0.03%+113F-HRTimeline
Steigerwald, Gordon & Koch Inc.442$231K0.02%013F-HRTimeline
Talisman Wealth Advisors LLC441$230K0.17%013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC440$230K0.04%013F-HRTimeline
Principle Wealth Partners LLC440$230K0.01%013F-HRTimeline
Wealth Advisory Solutions, LLC440$230K0.05%013F-HRTimeline
ALTFEST L J & CO INC440$230K0.02%+113F-HRTimeline
Align Financial, LLC438$229K0.11%+113F-HRTimeline
KWB Wealth437$228K0.02%013F-HRTimeline
Talon Private Wealth, LLC434$227K0.03%013F-HRTimeline
Opulen Financial Group LLC433$226K0.14%new13F-HRTimeline
Platform Technology Partners432$226K0.04%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC431$225K0.04%new13F-HR/ATimeline
Mustard Seed Financial, LLC431$225K0.12%new13F-HRTimeline
Prepared Retirement Institute LLC430$225K0.1%new13F-HRTimeline
Holland Advisory Services, Inc.430$224K0.25%new13F-HRTimeline
Savvy Advisors, Inc.428$224K<0.01%-40913F-HRTimeline
MKD WEALTH COACHES, LLC428$224K0.19%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC428$224K0.01%new13F-HRTimelineGroup
PMG Family Office LLC426$223K0.21%new13F-HRTimeline
Accel Wealth Management427$223K0.05%new13F-HRTimeline
Planning Center, Inc.425$222K0.02%new13F-HRTimeline
Powerhouse Assets LLC425$222K0.18%-20013F-HRTimeline