DIA STATE STR SPDR DOW JONES IND

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.

Holder	Shares	Value	% of portfolio	Change	Source
Everhart Financial Group, Inc.	618	$263K	0.05%	0	13F-HR Timeline
Vantage Point Financial LLC	617	$263K	0.14%		13F-HR Timeline
Commonwealth Financial Services, LLC	616	$262K	0.05%	0	13F-HR Timeline
EXCALIBUR MANAGEMENT CORP	612	$260K	0.1%	new	13F-HR Timeline
Freedom Investment Management, Inc.	612	$260K	0.02%	+23	13F-HR Timeline
AVALON CAPITAL MANAGEMENT	611	$260K	0.08%	+45	13F-HR Timeline
Bryn Mawr Trust Advisors, LLC	609	$259K	0.01%	0	13F-HR/A Timeline
BEACON INVESTMENT ADVISORS LLC	608	$259K	0.12%	+2	13F-HR Timeline
SOA Wealth Advisors, LLC.	608	$259K	0.05%	0	13F-HR/A Timeline
STEPHEN J. GARRY & ASSOCIATES, LLC	608	$259K	0.24%	0	13F-HR Timeline
Front Row Advisors LLC	605	$258K	0.09%	0	13F-HR Timeline
Grey Fox Wealth Advisors, LLC	604	$258K	0.07%	+2	13F-HR Timeline
COLDSTREAM CAPITAL MANAGEMENT INC	606	$258K	0.01%	-224	13F-HR Timeline
North Star Investment Management Corp.	605	$257K	0.02%	0	13F-HR Timeline
Mesirow Financial Investment Management…	605	$257K	0.01%	-33	13F-HR Timeline
DONALDSON CAPITAL MANAGEMENT, LLC	605	$257K	0.01%	+121	13F-HR Timeline
Accel Wealth Management	604	$257K	0.1%	-5	13F-HR Timeline
Biltmore Family Office, LLC	600	$256K	0.04%	0	13F-HR Timeline
Powell Investment Advisors, LLC	600	$256K	0.12%	0	13F-HR Timeline
Argent Trust Co	601	$256K	0.01%	0	13F-HR Timeline
WPWealth LLP	601	$256K	0.05%	-395	13F-HR Timeline
Heritage Family Offices, LLP	600	$255K	0.13%	0	13F-HR Timeline
BFSG, LLC	598	$254K	0.03%	+52	13F-HR Timeline
Whitcomb & Hess, Inc.	597	$254K	0.08%	0	13F-HR Timeline
Harbor Group, Inc.	595	$253K	0.06%	0	13F-HR Timeline
ORG Partners LLC	595	$253K	0.03%	+495	13F-HR Timeline
PDS Planning, Inc	592	$252K	0.02%	-5	13F-HR Timeline
Slagle Financial, LLC	591	$252K	0.11%	+2	13F-HR Timeline
BECK CAPITAL MANAGEMENT, LLC	591	$251K	0.07%	+132	13F-HR Timeline
Colonial Trust Co / SCin group Colonial Trust Advisors	590	$251K	0.04%	0	13F-HR Timeline Group
Elite Life Management LLC	588	$250K	0.74%	0	13F-HR Timeline
Obermeyer Wealth Partners	587	$250K	0.01%	0	13F-HR Timeline
Richard P Slaughter Associates Inc	585	$249K	0.06%	0	13F-HR Timeline
AIRE ADVISORS, LLC	585	$249K	0.05%	+53	13F-HR Timeline
Stonebridge Capital Advisors LLC	585	$249K	0.02%	-47	13F-HR Timeline
APPLETON PARTNERS INC/MA	582	$248K	0.02%	-50	13F-HR Timeline
Atlantic Private Wealth, LLC	583	$248K	0.19%	+3	13F-HR Timeline
Hayek Kallen Investment Management	581	$247K	0.09%	+20	13F-HR Timeline
SPIREPOINT PRIVATE CLIENT, LLC	579	$246K	0.03%	-11	13F-HR Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC	575	$245K	0.04%	0	13F-HR Timeline
Meridian Financial Advisors, LLC	575	$245K	0.17%	0	13F-HR Timeline
NEW WAVE WEALTH ADVISORS LLC	575	$245K	0.1%	new	13F-HR Timeline
Gibson Capital, LLC	575	$245K	0.05%	0	13F-HR Timeline
Integrity Wealth Solutions LLC	572	$244K	0.14%	+2	13F-HR Timeline
Banco Santander, S.A.in group Banco Santander, S.A.	572	$243K	<0.01%	-1,277	13F-HR Timeline Group
Plante Moran Financial Advisors, LLC	569	$242K	0.02%	+247	13F-HR Timeline
Regent Peak Wealth Advisors LLC	569	$242K	0.05%	-4	13F-HR/A Timeline
Revolve Wealth Partners, LLC	567	$241K	0.04%	+1	13F-HR/A Timeline
Wade Financial Advisory, Inc	565	$240K	0.08%	new	13F-HR Timeline
Citizens National Bank Trust Department	565	$240K	0.05%	0	13F-HR Timeline
Burk Holdings LLC	564	$240K	0.19%		13F-HR Timeline
Maltin Wealth Management, Inc.	564	$240K	0.12%	0	13F-HR Timeline
Sovran Advisors, LLC	564	$240K	0.03%		13F-HR Timeline
Tull Financial Group, Inc.	562	$239K	0.14%	+25	13F-HR Timeline
HALL CAPITAL MANAGEMENT CO INC	562	$239K	0.11%		13F-HR Timeline
DORCHESTER WEALTH MANAGEMENT Co	560	$238K	0.05%	0	13F-HR Timeline
Moment Partners, LLC	557	$237K	0.05%		13F-HR Timeline
ADAMSBROWN WEALTH CONSULTANTS LLC	557	$237K	0.08%	0	13F-HR Timeline
Inspire Advisors, LLCin group Inspire Investing, LLC	553	$235K	0.03%	0	13F-HR Timeline Group
Nikulski Financial, Inc.	552	$235K	0.07%	0	13F-HR Timeline
Topsail Wealth Management, LLC	550	$235K	0.05%		13F-HR Timeline
Fayez Sarofim & Coin group Fayez Sarofim & Co	550	$234K	<0.01%	0	13F-HR Timeline Group
Nicholas Hoffman & Company, LLC.	550	$234K	0.01%	0	13F-HR/A TimelineThe filing omitted confidential holdings, a later amendment may add them.
Moisand Fitzgerald Tamayo, LLC	549	$234K	0.03%	0	13F-HR Timeline
Delta Financial Group, Inc.	544	$232K	0.05%	-14	13F-HR Timeline
Eaton-Cambridge Inc.	544	$231K	0.1%	new	13F-HR Timeline
Garden State Investment Advisory Servic…	540	$231K	0.07%	+3	13F-HR Timeline
Center for Financial Planning, Inc.	542	$231K	0.03%	+136	13F-HR Timeline
Austin Private Wealth, LLC	540	$230K	0.02%	new	13F-HR Timeline
Principle Wealth Partners LLC	540	$230K	0.02%	0	13F-HR Timeline
Sandy Cove Advisors, LLC	539	$229K	0.09%	+2	13F-HR Timeline
Commonwealth Retirement Investments LLC	538	$229K	0.09%	0	13F-HR Timeline
SLT Holdings LLC	536	$228K	0.22%		13F-HR Timeline
Goldstone Financial Group, LLC	535	$228K	0.04%	new	13F-HR Timeline
Blue Trust, Inc.	535	$228K	<0.01%	-252	13F-HR/A Timeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	533	$227K	0.06%	0	13F-HR Timeline
Blue Fin Capital, Inc.	530	$226K	0.04%	-22	13F-HR Timeline
ROCKLAND TRUST CO	525	$223K	0.01%	0	13F-HR Timeline
Capital Asset Advisory Services LLC	522	$223K	0.01%	0	13F-HR Timeline
Centennial Wealth Advisory LLC	522	$222K	0.09%	+34	13F-HR Timeline
CFO4Life Group, LLC	519	$221K	0.04%	+1	13F-HR Timeline
MTM Investment Management, LLC	519	$221K	0.08%	0	13F-HR Timeline
PRIVATE CLIENT SERVICES, LLC	518	$220K	0.12%	new	13F-HR Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO	515	$219K	<0.01%	+330	13F-HR Timeline Group
Wisconsin Wealth Advisors, LLC	514	$219K	0.32%		13F-HR Timeline
Basepoint Wealth LLC	508	$216K	0.17%	0	13F-HR Timeline
ABLE Financial Group, LLC	507	$216K	0.06%	-66	13F-HR Timeline
TANDEM CAPITAL MANAGEMENT CORP /ADV	505	$215K	0.12%	-300	13F-HR Timeline
Gryphon Financial Partners LLC	504	$214K	0.03%	new	13F-HR Timeline
Axecap Investments, LLC	501	$213K	0.16%	0	13F-HR Timeline
VESTOR CAPITAL, LLC	500	$213K	0.02%	0	13F-HR Timeline
LFA - Lugano Financial Advisors SA	500	$213K	0.14%	0	13F-HR Timeline
Great Diamond Partners, LLC	500	$213K	0.06%	0	13F-HR Timeline
Wilson & Boucher Capital Management, LLC	500	$213K	0.15%	0	13F-HR Timeline
Callan Family Office, LLC	500	$213K	0.01%	0	13F-HR Timeline
Arkfeld Wealth Strategies, L.L.C.	503	$213K	0.1%	+4	13F-HR Timeline
Centurion Wealth Management LLC	499	$212K	0.07%	0	13F-HR Timeline
FINANCIAL MANAGEMENT NETWORK INC	495	$211K	0.04%	+1	13F-HR Timeline
MKD WEALTH COACHES, LLC	494	$210K	0.21%		13F-HR Timeline
NOESIS CAPITAL MANGEMENT CORP	494	$210K	0.04%	-418	13F-HR Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …	490	$209K	0.02%	new	13F-HR Timeline Group
IFS Advisors, LLC	491	$209K	0.16%	0	13F-HR Timeline
NORRIS PERNE & FRENCH LLP/MI	488	$208K	0.01%	0	13F-HR Timeline
MEMBERS WEALTH LLC	468	$208K	0.15%		13F-HR Timeline
Partners in Financial Planning	485	$207K	0.04%	-44	13F-HR Timeline
1832 Asset Management L.P.	485	$206K	<0.01%	0	13F-HR Timeline
Prasad Wealth Partners, LLC	481	$205K	0.07%		13F-HR Timeline
Guidance Point Advisors, LLC	481	$205K	0.06%	new	13F-HR Timeline
Cerro Pacific Wealth Advisors LLC	477	$202K	0.07%	new	13F-HR Timeline
WOODMONT INVESTMENT COUNSEL LLC	474	$202K	0.01%	new	13F-HR Timeline
Rathbones Group PLC	473	$201K	<0.01%	0	13F-HR Timeline
Aurora Private Wealth, Inc.	473	$201K	0.15%	new	13F-HR Timeline
Wellington Shields Capital Management, …group of 2 filers holding	472	$201K		-5	Timeline Wellington Shields & Co., LLC: 427 (0.06%) 13F-HR Wellington Shields Capital Manage…: 45 (<0.01%) 13F-HR
MONECO ADVISORS, LLC	471	$200K	0.02%	new	13F-HR/A Timeline
United Advisor Group, LLC	471	$200K	0.04%	new	13F-HR Timeline
Westside Investment Management, Inc.	465	$198K	0.04%	0	13F-HR Timeline
Key Financial Inc	463	$197K	0.04%	+100	13F-HR Timeline
St. Johns Investment Management Company…	460	$196K	0.09%	new	13F-HR Timeline
Coppell Advisory Solutions LLC	454	$193K	0.03%	-73	13F-HR Timeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P	451	$192K	<0.01%	0	13F-HR Timeline Group
ELEVATION WEALTH PARTNERS, LLC	450	$191K	0.08%	-12	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	450	$191K	0.01%	+204	13F-HR Timeline Group
HM PAYSON & CO	440	$187K	<0.01%	0	13F-HR Timeline
Arax Advisory Partners	438	$187K	0.01%	+64	13F-HR Timeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…	425	$181K	<0.01%	new	13F-HR Timeline Group
Indiana Trust & Investment Management Co	421	$179K	0.06%	0	13F-HR Timeline
Trifecta Capital Advisors, LLC	410	$174K	0.03%	-7	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	405	$172K	0.06%		13F-HR Timeline Group
Jackson, Grant Investment Advisers, Inc.	396	$169K	0.06%	+1	13F-HR Timeline
OAKWORTH CAPITAL, INC.	390	$166K	0.01%	0	13F-HR Timeline
Winch Advisory Services, LLC	388	$165K	0.04%	+2	13F-HR Timeline
BOK Financial Private Wealth, Inc.	386	$165K	0.01%	0	13F-HR Timeline
ROGCO, LP	387	$165K	0.07%	0	13F-HR Timeline
Tidemark, LLC	374	$159K	0.06%	-230	13F-HR Timeline
CoreFirst Bank & Trust	370	$157K	0.09%	0	13F-HR Timeline
China Universal Asset Management Co., L…	370	$157K	0.01%	+220	13F-HR Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…	363	$155K	<0.01%	+63	13F-HR/A Timeline
Pineridge Advisors LLC	355	$151K	0.06%	+51	13F-HR Timeline
Putney Financial Group LLC	350	$149K	0.13%		13F-HR Timeline
Bangor Savings Bank	345	$147K	0.01%	0	13F-HR Timeline
HHM Wealth Advisors, LLC	341	$145K	0.02%	+250	13F-HR Timeline
Trust Co	337	$143K	0.02%	0	13F-HR Timeline
Future Financial Wealth Managment LLC	330	$140K	0.1%	0	13F-HR Timeline
Kentucky Trust Co	325	$138K	0.08%		13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	304	$129K	0.01%	-10	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	302	$129K	0.01%	0	13F-HR Timeline
Acropolis Investment Management, LLC	300	$128K	0.01%	0	13F-HR Timeline
Financial Management Professionals, Inc.	300	$128K	0.02%	0	13F-HR Timeline
Compagnie Lombard Odier SCmA	300	$128K	<0.01%	-1,200	13F-HR Timeline
SITTNER & NELSON, LLC	300	$128K	0.06%	0	13F-HR Timeline
Wood Tarver Financial Group, LLC	275	$117K	0.04%		13F-HR Timeline
Aspect Partners, LLC	273	$116K	0.07%	+1	13F-HR Timeline
Archer Investment Corp	273	$116K	0.03%	-15	13F-HR Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …	272	$116K	<0.01%	0	13F-HR Timeline Group
UNION SAVINGS BANK	270	$115K	0.06%	0	13F-HR Timeline
Bogart Wealth, LLC	252	$107K	0.01%	0	13F-HR Timeline
Abound Wealth Management	251	$107K	0.03%	+8	13F-HR Timeline
Westend Capital Management, LLC	250	$106K	0.03%	0	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	248	$106K	0.08%		13F-HR Timeline
Pinnacle Bancorp, Inc.	246	$105K	0.03%	-4	13F-HR Timeline
Davis Capital Management	246	$105K	0.09%	0	13F-HR Timeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC	240	$102K	0.05%	0	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	230	$97.9K	0.01%	0	13F-HR Timeline
Bell Investment Advisors, Inc	221	$93.9K	0.02%	0	13F-HR Timeline
Vermillion Wealth Management, Inc.	219	$93.2K	0.05%		13F-HR Timeline
WINTRUST INVESTMENTS LLC	220	$93K	0.08%	-7	13F-HR Timeline
Murphy & Mullick Capital Management Corp	217	$92.4K	0.09%		13F-HR Timeline
Glen Eagle Advisors, LLC	212	$90.1K	0.01%	-39	13F-HR Timeline
Cordant, Inc.	209	$88.9K	0.05%	0	13F-HR Timeline
Darwin Wealth Management, LLC	206	$88K	0.03%	0	13F-HR/A Timeline
Anchor Investment Management, LLC	204	$87K	0.01%	0	13F-HR Timeline
CITY HOLDING CO	200	$85.1K	0.01%	0	13F-HR Timeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …	195	$83K	<0.01%	-3,538	13F-HR Timeline Group
OARSMAN CAPITAL, INC.	190	$81K	0.01%	new	13F-HR Timeline
Avior Wealth Management, LLC	175	$74.5K	<0.01%	+4	13F-HR Timeline
VISION FINANCIAL MARKETS LLC	175	$74.5K	0.08%		13F-HR Timeline
Comprehensive Financial Planning, Inc./…	167	$71K	0.06%		13F-HR Timeline
Cherry Tree Wealth Management, LLC	162	$68.9K	0.02%	-84	13F-HR Timeline
RAFFA WEALTH MANAGEMENT, LLC	160	$68K	0.02%	+1	13F-HR Timeline
Elequin Capital, LP	156	$66.4K	0.01%	new	13F-HR Timeline
Stephens Consulting, LLC	154	$65.5K	0.02%	0	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	150	$64K	0.01%	-24	13F-HR Timeline
Morton Brown Family Wealth, LLC	150	$63.8K	0.02%	0	13F-HR Timeline
Truvestments Capital LLC	146	$62.1K	0.02%	0	13F-HR Timeline
Concord Wealth Partnersin group Concord Wealth Partners	146	$62.1K	0.01%	+6	13F-HR Timeline Group
FSA Wealth Management LLC	143	$61K	0.02%	0	13F-HR Timeline
GAMMA Investing LLC	143	$60.8K	0.01%	0	13F-HR Timeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…	142	$60K	<0.01%	-12	13F-HR Timeline Group
HALBERT HARGROVE GLOBAL ADVISORS, LLC	138	$58.7K	<0.01%	new	13F-HR/A Timeline
NewSquare Capital LLC	133	$56.6K	<0.01%	+108	13F-HR Timeline
Security National Bank	130	$55.3K	0.01%	0	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	125	$53.2K	<0.01%	0	13F-HR Timeline Group
Crews Bank & Trust	125	$53.2K	0.01%		13F-HR Timeline
ATLAS CAPITAL ADVISORS INC.	125	$53.2K	0.01%	0	13F-HR Timeline
Dogwood Wealth Management LLC	122	$52K	0.03%	new	13F-HR Timeline
Graney & King, LLC	119	$50.4K	0.04%		13F-HR Timeline
Nemes Rush Group LLC	118	$50.4K	0.01%	new	13F-HR Timeline
Bank Julius Baer & Co. Ltd, Zurich	107	$50.2K	<0.01%	+8	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	111	$47.2K	0.01%	+14	13F-HR Timeline
Fairscale Capital, LLC	110	$46.9K	0.04%	0	13F-HR Timeline