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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
Quest 10 Wealth Builders, Inc.596$250K0.27%-5413F-HRTimeline
PDS Planning, Inc592$249K0.02%013F-HRTimeline
Summit Trail Advisors, LLC590$248K0.01%new13F-HRTimeline
Sather Financial Group Inc590$248K0.02%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors590$248K0.04%013F-HRTimelineGroup
Elite Life Management LLC588$247K0.77%013F-HRTimeline
Obermeyer Wealth Partners587$246K0.01%013F-HRTimeline
Callan Capital, LLC587$246K0.02%-47813F-HRTimeline
FIRST UNITED BANK & TRUST586$246K0.09%-5013F-HRTimeline
Atlantic Private Wealth, LLC585$246K0.18%+213F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC585$246K0.07%-613F-HRTimeline
Stonebridge Capital Advisors LLC585$246K0.02%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC579$243K0.03%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC576$242K0.05%-5413F-HR/ATimeline
DONALDSON CAPITAL MANAGEMENT, LLC576$242K0.01%-2913F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC575$241K0.04%013F-HRTimeline
Meridian Financial Advisors, LLC575$241K0.17%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC569$239K0.12%+5113F-HRTimeline
Plante Moran Financial Advisors, LLC569$239K0.02%013F-HRTimeline
Revolve Wealth Partners, LLC567$238K0.03%013F-HRTimeline
Hurlow Wealth Management Group, Inc.566$238K0.07%new13F-HRTimeline
Citizens National Bank Trust Department565$237K0.05%013F-HRTimeline
Maltin Wealth Management, Inc.564$237K0.11%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC563$236K0.02%-51413F-HRTimeline
Tull Financial Group, Inc.562$236K0.14%013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC562$236K0.11%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC557$234K0.17%-13,36413F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC557$234K0.07%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC553$232K0.03%013F-HRTimelineGroup
Slagle Financial, LLC552$232K0.1%-3913F-HRTimeline
Nikulski Financial, Inc.552$232K0.07%013F-HRTimeline
KFA Private Wealth Group, LLC552$232K0.08%new13F-HRTimeline
Topsail Wealth Management, LLC550$231K0.05%013F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co550$231K<0.01%013F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC549$231K0.03%013F-HRTimeline
Financial Partners Group, Inc546$229K0.04%new13F-HRTimeline
Austin Private Wealth, LLC546$229K0.02%+613F-HRTimeline
Garden State Investment Advisory Servic…541$228K0.07%+113F-HRTimeline
GSA CAPITAL PARTNERS LLP543$228K0.02%-49513F-HRTimeline
Brand Asset Management Group, Inc.543$228K0.1%new13F-HRTimeline
TradeWell Securities, LLC.541$227K0.13%-27013F-HRTimeline
HM PAYSON & CO540$227K<0.01%+10013F-HRTimeline
Gibson Capital, LLC540$227K0.05%-3513F-HR/ATimeline
Principle Wealth Partners LLC540$227K0.02%013F-HRTimeline
Commonwealth Retirement Investments LLC538$226K0.09%013F-HRTimeline
SLT Holdings LLC536$225K0.21%013F-HRTimeline
SoundView Advisors Inc.538$225K0.09%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH533$224K0.07%013F-HRTimeline
Key Financial Inc533$224K0.05%+7013F-HRTimeline
Goldstone Financial Group, LLC532$223K0.03%-313F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.530$223K0.02%new13F-HRTimeline
Blue Fin Capital, Inc.530$223K0.04%013F-HRTimeline
Moment Partners, LLC529$222K0.04%-2813F-HRTimeline
Global Trust Asset Management, LLC529$222K0.14%-60113F-HRTimeline
ROMAN BUTLER FULLERTON & CO548$221K0.09%new13F-HRTimeline
Octavia Wealth Advisors, LLC525$221K0.03%-26013F-HRTimeline
Capital Asset Advisory Services LLC522$220K0.01%013F-HRTimeline
ROCKLAND TRUST CO525$220K0.01%013F-HRTimeline
ABLE Financial Group, LLC523$220K0.06%+1613F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC522$219K0.1%-5313F-HRTimeline
MTM Investment Management, LLC519$218K0.08%013F-HRTimeline
Strategic Financial Concepts, LLC518$218K0.04%-11313F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA518$217K0.04%-31513F-HRTimeline
Westside Investment Management, Inc.515$216K0.05%+5013F-HRTimeline
Basepoint Wealth LLC508$213K0.17%013F-HRTimeline
Centurion Wealth Management LLC499$212K0.07%013F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV505$212K0.12%013F-HRTimeline
Wisconsin Wealth Advisors, LLC504$212K0.3%-1013F-HRTimeline
Gryphon Financial Partners LLC504$212K0.03%013F-HRTimeline
Burk Holdings LLC504$212K0.16%-6013F-HRTimeline
Axecap Investments, LLC501$210K0.18%013F-HRTimeline
Great Diamond Partners, LLC501$210K0.06%+113F-HRTimeline
VESTOR CAPITAL, LLC500$210K0.02%013F-HRTimeline
Keeley-Teton Advisors, LLC500$210K0.03%-40013F-HRTimeline
LFA - Lugano Financial Advisors SA500$210K0.14%013F-HRTimeline
Callan Family Office, LLC500$210K0.02%013F-HRTimeline
MKD WEALTH COACHES, LLC494$207K0.23%013F-HRTimeline
MCDONALD PARTNERS LLC486$206K0.05%new13F-HRTimeline
Centennial Wealth Advisory LLC491$206K0.07%-3113F-HRTimeline
IFS Advisors, LLC491$206K0.17%013F-HRTimeline
AlphaCore Capital LLC490$206K0.02%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …490$206K0.01%013F-HRTimelineGroup
Arkfeld Wealth Strategies, L.L.C.504$205K0.09%+113F-HRTimeline
1832 Asset Management L.P.485$204K<0.01%013F-HRTimeline
Evensky & Katz LLC483$203K0.01%-14813F-HRTimeline
Cerro Pacific Wealth Advisors LLC477$203K0.07%013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding483$203K+11Timeline
Guidance Point Advisors, LLC482$202K0.06%+113F-HRTimeline
Prasad Wealth Partners, LLC481$202K0.07%013F-HRTimeline
Seneca Financial Advisors LLC481$202K0.1%new13F-HRTimeline
St. Johns Investment Management Company…460$193K0.1%013F-HRTimeline
Cherry Tree Wealth Management, LLC450$189K0.05%+28813F-HRTimeline
CITY HOLDING CO443$186K0.03%+24313F-HRTimeline
Arax Advisory Partners438$184K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC424$178K0.08%-2613F-HRTimeline
Indiana Trust & Investment Management Co421$177K0.06%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\415$174K<0.01%-30213F-HRTimelineGroup
Trifecta Capital Advisors, LLC410$172K0.04%013F-HRTimeline
Center for Financial Planning, Inc.406$170K0.02%-13613F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department405$170K0.06%013F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.398$167K0.06%+213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO397$167K<0.01%-11813F-HRTimelineGroup
Winch Advisory Services, LLC389$163K0.04%+113F-HRTimeline
ROGCO, LP387$162K0.07%013F-HRTimeline
BOK Financial Private Wealth, Inc.386$162K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.380$160K0.01%-1013F-HRTimeline
Tidemark, LLC374$157K0.06%013F-HRTimeline
Putney Financial Group LLC350$147K0.15%013F-HRTimeline
Bangor Savings Bank345$145K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC341$143K0.02%013F-HRTimeline
Trust Co337$142K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC337$141K0.01%-11313F-HRTimelineGroup
Wealth Preservation Advisors, LLC333$140K0.1%13F-HRTimeline
Future Financial Wealth Managment LLC330$139K0.1%013F-HRTimeline
Kentucky Trust Co325$136K0.08%013F-HRTimeline
GeoWealth Management, LLC312$131K0.01%-36213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC302$127K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…300$126K<0.01%-6313F-HRTimeline
Acropolis Investment Management, LLC300$126K0.01%013F-HRTimeline
Financial Management Professionals, Inc.300$126K0.02%013F-HRTimeline
Compagnie Lombard Odier SCmA300$126K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC300$126K0.05%013F-HRTimeline
Davidson Capital Management Inc.299$126K0.03%new13F-HRTimeline
Flaharty Asset Management, LLC287$121K0.02%new13F-HRTimeline
Murphy & Mullick Capital Management Corp282$119K0.11%+6513F-HRTimeline
GAMMA Investing LLC280$118K0.01%+13713F-HR/ATimeline
Pinnacle Bancorp, Inc.279$117K0.04%+3313F-HRTimeline
Wood Tarver Financial Group, LLC275$115K0.04%013F-HRTimeline
Aspect Partners, LLC275$115K0.07%+213F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …260$109K<0.01%-1213F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV255$107K0.01%-4913F-HRTimeline
Bogart Wealth, LLC253$106K0.01%+113F-HRTimeline
Westend Capital Management, LLC250$105K0.04%013F-HRTimeline
Davis Capital Management246$103K0.08%013F-HRTimeline
Abound Wealth Management243$102K0.03%-813F-HRTimeline
UNION SAVINGS BANK236$99.1K0.05%-3413F-HRTimeline
Wiser Advisor Group LLC236$99K0.15%+19013F-HRTimeline
Archer Investment Corp235$98.7K0.03%-3813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC230$97.9K0.01%013F-HRTimeline
Bell Investment Advisors, Inc221$92.6K0.02%013F-HRTimeline
Glen Eagle Advisors, LLC213$89.3K0.01%+113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…210$88.4K0.06%+15013F-HRTimelineGroup
Darwin Wealth Management, LLC206$88K0.03%013F-HRTimeline
Anchor Investment Management, LLC205$86.2K0.01%+113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …195$82K<0.01%013F-HRTimelineGroup
Vermillion Wealth Management, Inc.185$77.6K0.02%-3413F-HRTimeline
CX Institutional172$72K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC161$67.4K0.02%+113F-HRTimeline
American Capital Advisory, LLC160$67.2K0.04%+9113F-HRTimeline
Private Wealth Asset Management, LLC157$65.9K0.01%13F-HRTimeline
ORG Partners LLC155$65K0.02%-44013F-HRTimeline
Stephens Consulting, LLC154$64.7K0.02%013F-HRTimeline
Morton Brown Family Wealth, LLC150$63K0.02%013F-HRTimeline
Smallwood Wealth Investment Management,…150$63K0.04%new13F-HRTimeline
Reyes Financial Architecture, Inc.150$63K0.05%new13F-HRTimeline
Truvestments Capital LLC146$61.4K0.01%013F-HRTimeline
FSA Wealth Management LLC144$60.5K0.03%+113F-HRTimeline
North Ridge Wealth Advisors, Inc.144$60.5K0.04%+13913F-HRTimeline
Comprehensive Financial Planning, Inc./…141$59.5K0.06%-2613F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…142$59K<0.01%013F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise131$55K<0.01%13F-HRTimelineGroup
Security National Bank130$54.6K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP126$53.1K0.01%-2413F-HRTimeline
Birch Capital Management, LLC126$52.9K0.03%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…125$52.5K<0.01%013F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.125$52.5K0.01%013F-HRTimeline
Crews Bank & Trust125$52.5K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC124$52.1K<0.01%-1413F-HRTimeline
Nalls Sherbakoff Group, LLC120$50.4K0.04%13F-HRTimeline
Nemes Rush Group LLC119$50K0.01%+113F-HRTimeline
Graney & King, LLC119$49.8K0.04%013F-HRTimeline
Curat Global, LLC115$48.3K0.06%13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.112$47K0.02%-78013F-HRTimelineGroup
Barnes Dennig Private Wealth Management…112$47K0.07%13F-HRTimeline
Fairscale Capital, LLC110$46.3K0.04%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.108$45.3K0.01%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…103$43.2K<0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC102$42.9K0.01%013F-HR/ATimeline
Cubist Systematic Strategies, LLC100$42K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC90$37.8K0.02%-15013F-HRTimeline
Semmax Financial Advisors Inc.91$37.7K0.01%013F-HRTimeline
Cordant, Inc.89$37.4K0.02%-12013F-HRTimeline
Independence Bank of Kentucky88$36.9K0.01%013F-HRTimeline
Cornerstone Planning Group LLC92$36.4K0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC80$33.6K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC80$33.6K0.03%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC79$33.1K<0.01%013F-HRTimeline
Synergy Investment Management, LLC74$31.2K0.01%+613F-HRTimeline
Beaird Harris Wealth Management, LLC71$29.8K<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK69$28.9K<0.01%+1113F-HRTimelineGroup
Pflug Koory, LLC66$27.7K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.66$27.6K0.01%+113F-HRTimeline
LRI Investments, LLC63$26.5K<0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC61$25.6K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC61$25.6K0.01%+3313F-HRTimeline
Dogwood Wealth Management LLC59$24.8K0.01%-6313F-HRTimeline
POM Investment Strategies, LLC59$24.8K0.03%new13F-HRTimeline
Luminist Capital LLC59$24.7K0.03%-1813F-HRTimeline
Coston, McIsaac & Partners57$24K0.01%-713F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC57$23.9K0.01%013F-HRTimelineGroup