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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
Total Clarity Wealth Management, Inc.639$296K0.07%-1513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO638$296K0.01%-1213F-HRTimeline
Goldstone Financial Group, LLC637$295K0.03%013F-HRTimeline
SOA Wealth Advisors, LLC.637$295K0.06%+2913F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …637$295K<0.01%-5013F-HRTimelineGroup
PCG ASSET MANAGEMENT, LLC634$294K0.24%+113F-HRTimeline
Vigilare Wealth Management634$294K0.1%-1913F-HRTimeline
NorthRock Partners, LLC633$293K<0.01%-713F-HRTimeline
Accredited Investors Inc.628$291K0.02%013F-HRTimeline
Dunhill Financial, LLC627$290K0.07%-3113F-HRTimeline
Tulsa Wealth Advisors, INC626$290K0.05%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC625$289K0.02%013F-HRTimeline
Ellis Investment Partners, LLC624$289K0.05%-6013F-HRTimeline
Powerhouse Assets LLC625$289K0.25%new13F-HRTimeline
BNC WEALTH MANAGEMENT, LLC624$289K0.08%-1013F-HRTimeline
BEACON INVESTMENT ADVISORS LLC620$287K0.11%+213F-HRTimeline
Harbour Trust & Investment Management Co620$287K0.03%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC620$287K0.01%+1113F-HRTimeline
Bedell Frazier Investment Counselling, …619$287K0.06%-1513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC585$287K<0.01%013F-HRTimeline
Nautilus Advisors LLC617$286K0.2%new13F-HRTimeline
Advyzon Investment Management, LLC617$286K0.03%+5113F-HRTimeline
Signet Private Wealth LLC616$285K0.27%+1713F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC615$285K0.22%-10013F-HRTimeline
Financial Management Professionals, Inc.614$285K0.03%013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY614$285K0.18%+213F-HRTimeline
Wingate Wealth Advisors, Inc.615$285K0.15%+113F-HRTimeline
EXCALIBUR MANAGEMENT CORP612$283K0.1%013F-HRTimeline
JBR Co Financial Management Inc589$283K0.12%013F-HRTimeline
AVALON CAPITAL MANAGEMENT611$283K0.08%013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC608$282K0.23%013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC562$279K0.1%013F-HRTimeline
Biltmore Family Office, LLC600$279K0.04%013F-HRTimeline
Harbor Group, Inc.601$278K0.04%+213F-HRTimeline
Heritage Wealth Advisors600$278K0.01%013F-HRTimeline
Heritage Family Offices, LLP600$278K0.12%013F-HRTimeline
4WEALTH ADVISORS, INC.614$277K0.24%+10113F-HRTimeline
Selby Wealth Management, LLC598$277K0.11%-1013F-HRTimeline
Whitcomb & Hess, Inc.597$276K0.06%013F-HRTimeline
Obermeyer Wealth Partners596$276K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC594$275K0.18%+213F-HRTimeline
BFSG, LLC594$275K0.03%013F-HRTimeline
PDS Planning, Inc594$275K0.02%+113F-HRTimeline
SAX WEALTH ADVISORS, LLC571$275K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.593$274K0.24%-213F-HRTimeline
San Luis Wealth Advisors LLC592$274K0.05%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors590$273K0.04%013F-HRTimelineGroup
X-Square Capital, LLC587$272K0.09%new13F-HRTimeline
Revolve Wealth Partners, LLC584$271K0.04%+1413F-HRTimeline
CITY HOLDING CO584$270K0.03%013F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…579$268K0.08%new13F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC576$267K<0.01%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…575$267K0.07%013F-HRTimeline
BANQUE PICTET & CIE SA575$266K<0.01%new13F-HRTimeline
Meridian Financial Advisors, LLC575$266K0.15%013F-HRTimeline
Fort Point Capital Partners LLC569$264K0.03%013F-HRTimeline
Brand Asset Management Group, Inc.570$264K0.07%+4413F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC569$264K0.06%-59113F-HRTimeline
VISTA CAPITAL PARTNERS, INC.569$264K0.03%-47113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC568$263K0.02%+1113F-HRTimelineGroup
Hurlow Wealth Management Group, Inc.566$262K0.06%013F-HRTimeline
Van Hulzen Asset Management, LLC565$262K0.02%new13F-HRTimeline
55 North Private Wealth, LLC565$262K0.07%013F-HRTimeline
Maltin Wealth Management, Inc.564$261K0.1%013F-HRTimeline
Accelerate Investment Advisors LLC564$261K0.17%-16513F-HRTimeline
Tull Financial Group, Inc.563$261K0.12%013F-HRTimeline
Mystic Asset Management, Inc.562$260K0.06%013F-HRTimeline
Avidian Wealth Enterprises, LLC561$260K0.01%new13F-HRTimeline
Slagle Financial, LLC560$259K0.09%-19813F-HRTimeline
Citizens National Bank Trust Department560$259K0.04%013F-HRTimeline
Capital Asset Advisory Services LLC524$259K0.01%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC555$257K0.03%-1513F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.552$256K0.02%013F-HRTimeline
Key Financial Inc553$256K0.05%-1413F-HRTimeline
Peak Wealth Management LLC552$256K0.21%013F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co550$255K<0.01%013F-HRTimelineGroup
Rockingstone Advisors LLC550$255K0.12%013F-HRTimeline
Topsail Wealth Management, LLC550$255K0.04%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC549$254K0.03%013F-HRTimeline
CADINHA & CO LLC545$252K0.05%-56,77013F-HRTimeline
Pure Financial Advisors, LLC543$252K<0.01%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC521$251K0.04%+113F-HRTimeline
Neumann Capital Management, LLC542$251K0.07%-10013F-HRTimeline
Independent Solutions Wealth Management…538$249K0.04%new13F-HRTimeline
Commonwealth Retirement Investments LLC538$249K0.08%013F-HRTimeline
Elite Life Management LLC500$248K0.31%013F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.511$248K0.08%+213F-HRTimeline
Stonebridge Capital Advisors LLC535$248K0.02%-5013F-HRTimeline
Northstar Group, Inc.534$247K0.03%013F-HRTimeline
Baltimore-Washington Financial Advisors…533$247K0.01%013F-HRTimeline
Commonwealth Financial Services, LLC532$246K0.04%-2813F-HRTimeline
RPS ADVISORY SOLUTIONS LLC531$246K0.14%-1,77813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.529$245K<0.01%+1113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HBW ADVISORY SERVICES LLC525$243K0.03%-35913F-HRTimeline
Financial Synergies Wealth Advisors, In…524$243K0.02%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …524$243K0.01%new13F-HRTimelineGroup
NorthCoast Asset Management LLC520$241K0.01%-79813F-HRTimeline
Cullen Capital Management, LLC520$241K<0.01%new13F-HRTimeline
VectorGlobal IAG, Inc.517$239K0.06%13F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…517$239K0.06%+1813F-HRTimelineGroup
Blue Fin Capital, Inc.515$239K0.04%013F-HRTimeline
ANCHYRA PARTNERS LLC515$239K0.07%-513F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC514$238K0.06%13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC511$237K0.04%+213F-HRTimeline
CIBC Asset Management Inc510$236K<0.01%013F-HRTimeline
Cardinal Point Capital Management ULC510$236K0.01%013F-HRTimeline
Great Diamond Partners, LLC508$236K0.05%+113F-HRTimeline
Basepoint Wealth LLC509$236K0.13%+113F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC507$235K0.02%-1013F-HRTimeline
Wisconsin Wealth Advisors, LLC505$234K0.23%013F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV505$234K0.12%013F-HRTimeline
FIDUCIENT ADVISORS LLC503$234K0.03%013F-HRTimeline
Moment Partners, LLC502$233K0.04%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.503$233K<0.01%-42913F-HRTimeline
Gateway Wealth Partners, LLC502$233K0.01%new13F-HRTimeline
Axecap Investments, LLC501$232K0.16%013F-HRTimeline
VESTOR CAPITAL, LLC500$232K0.02%+4613F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)500$232K<0.01%013F-HRTimelineGroup
PING CAPITAL MANAGEMENT, INC.500$232K0.09%013F-HRTimeline
ACT WEALTH MANAGEMENT, LLC500$232K0.08%new13F-HRTimeline
Team Financial Group, LLC500$232K0.11%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC500$232K0.16%013F-HRTimeline
Register Financial Advisors LLC500$232K0.09%+1013F-HRTimeline
LFA - Lugano Financial Advisors SA500$231K0.12%013F-HRTimeline
Howard Capital Management, LLC499$231K<0.01%-513F-HRTimeline
ABLE Financial Group, LLC495$229K0.04%013F-HRTimeline
Retirement Planning Group, LLC493$228K0.01%new13F-HRTimeline
IFS Advisors, LLC491$227K0.12%013F-HRTimeline
360 Financial, Inc.487$226K0.07%new13F-HRTimeline
FIRST UNITED BANK & TRUST486$225K0.07%-1013F-HRTimeline
Prasad Wealth Partners, LLC483$224K0.06%+113F-HRTimeline
Seneca Financial Advisors LLC481$223K0.07%013F-HRTimeline
MinichMacGregor Wealth Management, LLC480$222K0.04%-1,67913F-HRTimeline
Bison Wealth, LLC445$221K0.02%+513F-HRTimeline
Napier Financial, LLC476$220K0.05%new13F-HRTimeline
Global Trust Wealth Management LLC476$220K0.17%-4913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC476$220K0.03%013F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC472$219K0.25%new13F-HRTimeline
Capital Square, LLC444$219K0.1%013F-HRTimeline
TigerOak Management, L.L.C.469$217K0.07%013F-HRTimeline
Fairvoy Private Wealth, LLC468$217K0.05%-9813F-HRTimeline
Summit Place Financial Advisors, LLC467$216K0.1%013F-HRTimeline
JDH Wealth Management, LLC466$216K0.15%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…466$216K0.03%013F-HRTimeline
Integrity Wealth Solutions LLC466$216K0.08%-313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.465$215K<0.01%013F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC465$215K0.14%013F-HRTimeline
Haverford Trust Co464$215K<0.01%013F-HRTimeline
Disciplined Investors, L.L.C.464$215K0.13%013F-HRTimeline
TRB Wealth Management, LLC463$215K0.03%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO463$214K<0.01%+29313F-HRTimelineGroup
Gradient Capital Advisors, LLC463$214K0.06%013F-HRTimeline
Octavia Wealth Advisors, LLC462$214K0.02%013F-HRTimeline
Evensky & Katz LLC462$214K0.01%013F-HRTimeline
Rockline Wealth Management, LLC459$213K0.05%013F-HRTimeline
Wilmington Savings Fund Society, FSB456$211K0.01%013F-HRTimeline
EWA, LLC454$211K0.05%-213F-HRTimeline
KWB Wealth437$210K0.02%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP451$209K0.01%new13F-HRTimeline
Gaddis Premier Wealth Advisors LLC451$209K0.15%-2613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO450$208K0.02%+2313F-HRTimeline
Cherry Tree Wealth Management, LLC450$208K0.04%013F-HRTimeline
Collaborative Wealth Managment Inc.448$208K0.1%-4713F-HRTimeline
Steigerwald, Gordon & Koch Inc.442$205K0.02%013F-HRTimeline
MATAURO, LLC441$204K0.03%-113F-HRTimeline
Talisman Wealth Advisors LLC441$204K0.16%013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC440$204K0.04%new13F-HRTimeline
Principle Wealth Partners LLC440$204K0.01%-10013F-HRTimeline
Wealth Advisory Solutions, LLC440$204K0.05%-313F-HRTimeline
ALTFEST L J & CO INC439$203K0.02%new13F-HRTimeline
Werba Rubin Papier Wealth Management438$203K0.03%+113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC438$203K0.02%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC438$203K0.07%-1013F-HRTimeline
Richmond Investment Services, LLC437$202K0.03%+113F-HRTimeline
Align Financial, LLC437$202K0.11%-208,58613F-HRTimeline
Talon Private Wealth, LLC434$201K0.03%13F-HRTimeline
Beacon Financial Advisory LLC433$201K0.05%new13F-HRTimeline
Calder Financial LLC430$200K0.2%+1313F-HRTimeline
Platform Technology Partners432$200K0.04%013F-HRTimeline
SHP Wealth Management432$200K0.02%013F-HRTimeline
Indiana Trust & Investment Management Co421$195K0.06%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\415$192K<0.01%013F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department405$188K0.05%013F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.404$187K0.06%+113F-HRTimeline
MTM Investment Management, LLC404$187K0.06%+8013F-HRTimeline
Burk Holdings LLC404$187K0.08%-3913F-HRTimeline
BOK Financial Private Wealth, Inc.402$187K0.01%013F-HRTimeline
Trust Co401$186K0.02%+3813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC394$182K0.07%013F-HRTimeline
Winch Advisory Services, LLC392$181K0.04%+113F-HRTimeline
ROGCO, LP387$179K0.06%013F-HRTimeline
OAKWORTH CAPITAL, INC.380$176K0.01%013F-HRTimeline
Tidemark, LLC374$173K0.04%013F-HRTimeline
CoreFirst Bank & Trust370$171K0.09%013F-HRTimeline
Trifecta Capital Advisors, LLC360$167K0.03%013F-HRTimeline
Glass Jacobson Investment Advisors llc360$167K0.06%+18013F-HRTimeline
Center for Financial Planning, Inc.356$165K0.02%013F-HRTimeline
Global Trust Asset Management, LLC356$165K0.06%013F-HRTimeline
Fortitude Family Office, LLC355$164K0.04%-1,32813F-HRTimeline
Bangor Savings Bank345$160K0.01%013F-HRTimeline