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Disclosery

DIA STATE STR SPDR DOW JONES IND

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UT SER 1 (fund), issuer CIK 1041130

1,269 managers (1,280 13F filers) reported a position in DIA shares at 2025-06-30, 32,152,859 shares in all. 101 filers opened a position and 83 filers sold out during the quarter.

Managers
1,269
13F filers
1,280
New
101
Added
406
Reduced
408
Sold out
83
Shares held by filers
32,152,859

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Summit Trail Advisors, LLC590$261K<0.01%013F-HRTimeline
Sather Financial Group Inc590$260K0.02%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors590$260K0.04%013F-HRTimelineGroup
Atlantic Private Wealth, LLC587$259K0.17%+213F-HRTimeline
Obermeyer Wealth Partners587$259K0.01%013F-HRTimeline
Westside Investment Management, Inc.585$258K0.05%+7013F-HRTimeline
Stonebridge Capital Advisors LLC585$258K0.02%013F-HRTimeline
Global Assets Advisory, LLC571$254K0.1%-1,37013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC575$253K0.04%013F-HRTimeline
Meridian Financial Advisors, LLC575$253K0.16%013F-HRTimeline
CITY HOLDING CO575$253K0.03%+13213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…573$253K0.01%new13F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC569$251K0.04%-713F-HRTimeline
Plante Moran Financial Advisors, LLC569$251K0.02%013F-HRTimeline
Revolve Wealth Partners, LLC568$250K0.03%+113F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC567$250K0.03%-1213F-HRTimeline
Hurlow Wealth Management Group, Inc.566$249K0.07%013F-HRTimeline
Heritage Family Offices, LLP600$249K0.13%013F-HRTimeline
Citizens National Bank Trust Department565$249K0.05%013F-HRTimeline
Falcon Wealth Planning565$249K0.03%new13F-HRTimeline
Parallax Volatility Advisers, L.P.564$249K0.01%-59,77613F-HRTimeline
Maltin Wealth Management, Inc.564$248K0.11%013F-HRTimeline
Tull Financial Group, Inc.562$248K0.11%013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC562$248K0.1%013F-HRTimeline
Cardinal Point Capital Management ULC560$247K0.02%new13F-HRTimeline
Commonwealth Financial Services, LLC560$247K0.05%-4913F-HRTimeline
Collaborative Wealth Managment Inc.558$246K0.11%-5613F-HRTimeline
Baltimore-Washington Financial Advisors…556$245K0.01%-1,35913F-HRTimeline
Slagle Financial, LLC554$244K0.1%+213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC553$244K0.03%013F-HRTimelineGroup
Financial Partners Group, Inc553$244K0.03%+713F-HRTimeline
Nikulski Financial, Inc.552$243K0.07%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.551$243K0.02%+2113F-HRTimeline
FIRST UNITED BANK & TRUST551$243K0.08%-3513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC550$242K0.09%-1913F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co550$242K<0.01%013F-HRTimelineGroup
Topsail Wealth Management, LLC550$242K0.04%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC549$242K0.03%013F-HRTimeline
Goldstone Financial Group, LLC539$241K0.03%+713F-HRTimeline
IBEX WEALTH ADVISORS546$241K0.03%new13F-HRTimeline
Garden State Investment Advisory Servic…542$240K0.06%+113F-HRTimeline
Brand Asset Management Group, Inc.543$239K0.09%013F-HRTimeline
TradeWell Securities, LLC.543$239K0.11%+213F-HRTimeline
HM PAYSON & CO540$238K<0.01%013F-HRTimeline
Principle Wealth Partners LLC540$238K0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC538$237K0.09%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH533$235K0.07%013F-HRTimeline
Key Financial Inc533$235K0.05%013F-HRTimeline
Guardian Partners Inc.525$233K0.02%new13F-HRTimeline
Capital Asset Advisory Services LLC523$233K0.01%+113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC517$232K0.04%new13F-HRTimeline
ROCKLAND TRUST CO525$231K0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC522$230K0.1%013F-HRTimeline
Moment Partners, LLC522$230K0.04%-713F-HRTimeline
Gibson Capital, LLC515$227K0.04%-2513F-HRTimeline
Blue Fin Capital, Inc.515$227K0.04%-1513F-HRTimeline
Glenview Trust Co511$225K<0.01%new13F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.505$224K0.09%+113F-HRTimeline
Basepoint Wealth LLC508$224K0.17%013F-HRTimeline
ABLE Financial Group, LLC507$223K0.05%-1613F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV505$223K0.11%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC505$223K0.04%new13F-HRTimeline
EWG Elevate Inc.504$222K0.07%new13F-HRTimeline
Wisconsin Wealth Advisors, LLC504$222K0.25%013F-HRTimeline
Cornerstone Wealth Group, LLC503$222K0.02%new13F-HRTimeline
Great Diamond Partners, LLC503$221K0.05%+213F-HRTimeline
Axecap Investments, LLC501$221K0.14%013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)500$220K<0.01%new13F-HRTimelineGroup
Portland Global Advisors LLC500$220K0.03%new13F-HRTimeline
Schonfeld Strategic Advisors LLC500$220K<0.01%new13F-HRTimeline
PING CAPITAL MANAGEMENT, INC.500$220K0.12%new13F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC500$220K0.15%-25013F-HRTimeline
Callan Family Office, LLC500$220K0.01%013F-HRTimeline
Elite Life Management LLC500$220K0.57%-8813F-HRTimeline
LFA - Lugano Financial Advisors SA500$220K0.13%013F-HRTimeline
MKD WEALTH COACHES, LLC494$218K0.23%013F-HRTimeline
Accel Wealth Management492$217K0.07%-11413F-HRTimeline
IFS Advisors, LLC491$216K0.16%013F-HRTimeline
Register Financial Advisors LLC490$216K0.09%new13F-HRTimeline
BURNEY CO/488$215K0.01%new13F-HRTimeline
Centennial Wealth Advisory LLC485$214K0.07%-613F-HRTimeline
Evensky & Katz LLC483$213K0.01%013F-HRTimeline
Burk Holdings LLC483$213K0.13%-2113F-HRTimeline
Prasad Wealth Partners, LLC482$212K0.06%+113F-HRTimeline
Seneca Financial Advisors LLC481$212K0.08%013F-HRTimeline
DDD Partners, LLC480$212K0.02%new13F-HRTimeline
Strategic Financial Concepts, LLC478$210K0.03%-4013F-HRTimeline
KFA Private Wealth Group, LLC477$210K0.07%-7513F-HRTimeline
Octavia Wealth Advisors, LLC475$210K0.02%-5013F-HRTimeline
Integrity Wealth Solutions LLC475$209K0.1%-84313F-HRTimeline
Rathbones Group PLC473$208K<0.01%new13F-HRTimeline
LVZ, Inc.470$207K0.02%new13F-HRTimeline
TigerOak Management, L.L.C.469$207K0.07%new13F-HRTimeline
Summit Place Financial Advisors, LLC467$206K0.1%new13F-HRTimeline
JDH Wealth Management, LLC466$205K0.16%new13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC465$205K0.17%new13F-HRTimeline
Coppell Advisory Solutions LLC468$205K0.02%new13F-HR/ATimeline
FORTRESS PRIVATE LEDGER, LLC464$204K0.09%new13F-HRTimeline
Disciplined Investors, L.L.C.464$204K0.16%new13F-HRTimeline
Canal Capital Management, LLC463$204K0.03%new13F-HRTimeline
Gradient Capital Advisors, LLC463$204K0.06%new13F-HRTimeline
GeoWealth Management, LLC462$204K0.01%+15013F-HRTimeline
Lantern Wealth Advisors, LLC461$203K0.12%13F-HRTimeline
Rockline Wealth Management, LLC459$202K0.05%new13F-HRTimeline
Scientech Research LLC459$202K0.05%-39113F-HRTimeline
Talisman Wealth Advisors LLC454$200K0.18%new13F-HRTimeline
Cherry Tree Wealth Management, LLC450$198K0.05%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC424$187K0.07%013F-HRTimeline
Bogart Wealth, LLC422$186K0.01%+16913F-HRTimeline
Indiana Trust & Investment Management Co421$186K0.06%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\415$183K<0.01%013F-HRTimelineGroup
Trifecta Capital Advisors, LLC410$181K0.03%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department405$178K0.05%013F-HRTimelineGroup
BOK Financial Private Wealth, Inc.402$178K0.01%+1613F-HRTimeline
Jackson, Grant Investment Advisers, Inc.400$176K0.06%+213F-HRTimeline
Winch Advisory Services, LLC390$172K0.04%+113F-HRTimeline
ROGCO, LP387$171K0.06%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO385$170K<0.01%-1213F-HRTimelineGroup
OAKWORTH CAPITAL, INC.380$167K0.01%013F-HRTimeline
Global Trust Asset Management, LLC379$167K0.09%-15013F-HRTimeline
Tidemark, LLC374$165K0.05%013F-HRTimeline
CoreFirst Bank & Trust370$163K0.09%new13F-HRTimeline
GAMMA Investing LLC365$161K0.01%+8513F-HRTimeline
Center for Financial Planning, Inc.356$157K0.02%-5013F-HRTimeline
Putney Financial Group LLC350$154K0.16%013F-HR/ATimeline
Bangor Savings Bank345$152K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC341$150K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC338$149K<0.01%+113F-HRTimelineGroup
Trust Co337$148K0.02%013F-HRTimeline
Wealth Preservation Advisors, LLC333$147K0.09%013F-HRTimeline
Future Financial Wealth Managment LLC330$145K0.1%013F-HRTimeline
MTM Investment Management, LLC324$143K0.05%-19513F-HRTimeline
COUNTRY TRUST BANK323$142K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc321$141K0.05%-36013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC302$133K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…300$132K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.300$132K<0.01%new13F-HRTimelineGroup
Compagnie Lombard Odier SCmA300$132K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC300$132K0.05%013F-HRTimeline
Kentucky Trust Co300$132K0.08%-2513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV292$129K0.01%+3713F-HRTimeline
Pinnacle Bancorp, Inc.279$123K0.04%013F-HRTimeline
Aspect Partners, LLC276$121K0.06%+113F-HRTimeline
Wood Tarver Financial Group, LLC275$121K0.04%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …260$115K<0.01%013F-HRTimelineGroup
Westend Capital Management, LLC250$110K0.03%013F-HRTimeline
Abound Wealth Management243$107K0.03%013F-HRTimeline
UNION SAVINGS BANK236$104K0.05%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC230$101K0.01%013F-HRTimeline
Bellwether Advisors, LLC227$100K0.02%new13F-HRTimeline
Bell Investment Advisors, Inc221$97.2K0.02%013F-HRTimeline
Anchor Investment Management, LLC217$95.7K0.01%+1213F-HRTimeline
Glen Eagle Advisors, LLC213$93.9K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…212$93.4K0.11%+10013F-HRTimeline
Archer Investment Corp204$90K0.02%-3113F-HRTimeline
St. Johns Investment Management Company…200$88.1K0.04%-26013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …195$86K<0.01%013F-HR/ATimelineGroup
Legacy Investment Solutions, LLC194$85.7K0.05%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…194$85.7K0.05%-1613F-HRTimelineGroup
Darwin Wealth Management, LLC186$82.1K0.03%-2013F-HRTimeline
LOM Asset Management Ltd185$82K0.03%13F-HR/ATimeline
Vermillion Wealth Management, Inc.185$81.7K0.04%013F-HRTimeline
VESTOR CAPITAL, LLC500$74K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC161$71K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC157$69.2K0.01%013F-HRTimeline
Stephens Consulting, LLC154$67.9K0.02%013F-HRTimeline
MARSHALL & SULLIVAN INC /WA/153$67.4K0.03%new13F-HRTimeline
Morton Brown Family Wealth, LLC150$66.1K0.02%013F-HRTimeline
Smallwood Wealth Investment Management,…150$66.1K0.04%013F-HRTimeline
Truvestments Capital LLC147$64.6K0.01%+113F-HRTimeline
FSA Wealth Management LLC144$63.7K0.02%013F-HRTimeline
North Ridge Wealth Advisors, Inc.144$63.5K0.04%013F-HRTimeline
Comprehensive Financial Planning, Inc./…142$62.6K0.05%+113F-HRTimeline
JNBA Financial Advisors142$62.6K0.01%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…142$62K<0.01%013F-HRTimelineGroup
Nemes Rush Group LLC139$61.4K0.01%+2013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise131$58K<0.01%013F-HRTimelineGroup
Security National Bank130$57.3K0.01%013F-HRTimeline
Birch Capital Management, LLC126$55.5K0.03%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.125$55.1K0.01%013F-HRTimeline
Crews Bank & Trust125$55.1K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC120$52.9K0.04%013F-HRTimeline
Graney & King, LLC119$52.3K0.04%013F-HRTimeline
Fairscale Capital, LLC110$48.5K0.04%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.108$47.6K0.01%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…103$45.4K<0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC102$45K0.01%013F-HR/ATimeline
Your Advocates Ltd., LLP101$44.3K0.02%+4613F-HRTimeline
First Command Advisory Services, Inc.100$44.1K<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.100$44.1K0.02%-1213F-HR/ATimelineGroup
Smartleaf Asset Management LLC97$42.5K<0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/94$41.4K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC93$41K<0.01%+1313F-HRTimelineGroup
Semmax Financial Advisors Inc.92$40.5K0.01%+113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC90$39.7K0.02%013F-HRTimeline
Independence Bank of Kentucky88$38.8K0.01%013F-HRTimeline
WPG Advisers, LLC80$35.3K0.03%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC79$34.7K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP76$33.7K<0.01%-5013F-HRTimeline
Pineridge Advisors LLC74$32.5K0.01%new13F-HRTimeline