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Disclosery

DIA STATE STR SPDR DOW JONES IND

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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.

HolderSharesValue% of portfolioChangeSource
BROWN, LISLE/CUMMINGS, INC.108$46K0.01%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…103$43.8K<0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC102$43.5K0.01%013F-HR/ATimeline
Cubist Systematic Strategies, LLC100$42.5K<0.01%new13F-HRTimeline
Semmax Financial Advisors Inc.91$40.7K0.01%013F-HRTimeline
Independence Bank of Kentucky88$37.4K0.01%+813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC80$34K<0.01%013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC79$33.5K<0.01%013F-HRTimeline
Luminist Capital LLC77$32.6K0.06%13F-HRTimeline
Richard W. Paul & Associates, LLC74$31.5K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC71$30.2K<0.01%+2013F-HRTimeline
American Capital Advisory, LLC69$29.3K0.02%+2613F-HRTimeline
Synergy Investment Management, LLC68$28.6K0.01%13F-HRTimeline
Pflug Koory, LLC66$28.1K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.65$27.9K0.01%013F-HRTimeline
Missouri Trust & Investment Co65$27.7K0.01%-3513F-HRTimeline
Coston, McIsaac & Partners64$27K0.01%013F-HRTimeline
LRI Investments, LLC63$26.8K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC60$26.6K0.02%+5213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…60$26.6K0.02%+5213F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC61$26K0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK58$24.6K<0.01%-24,96113F-HR/ATimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC57$24.3K0.01%013F-HRTimelineGroup
Horrell Capital Management, Inc.56$24K0.01%013F-HRTimeline
Transce3nd, LLC53$22.9K0.01%13F-HRTimeline
Versant Capital Management, Inc53$22.6K<0.01%013F-HRTimeline
LEE DANNER & BASS INC52$22.2K<0.01%new13F-HRTimeline
Riverview Trust Co52$22.1K0.02%-9613F-HRTimeline
QUADRANT CAPITAL GROUP LLC51$21.7K<0.01%+713F-HRTimeline
Iron Horse Wealth Management, LLC51$21.7K0.01%new13F-HRTimeline
Deane Retirement Strategies, Inc.50$21.3K0.01%013F-HRTimeline
Sachetta, LLC50$21.3K0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC46$19.6K0.01%+1013F-HRTimeline
Wiser Advisor Group LLC46$19.4K0.03%013F-HRTimeline
Your Advocates Ltd., LLP45$19.2K0.01%013F-HRTimeline
Cetera Trust Company, N.A40$17K0.01%-1013F-HRTimeline
Grove Bank & Trust34$14.5K<0.01%-6413F-HRTimeline
UMB Bank, n.a.33$14K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Decker Retirement Planning Inc.33$14K0.01%13F-HRTimeline
Ridgewood Investments LLC31$13.2K0.01%013F-HRTimeline
Hexagon Capital Partners LLC30$12.8K<0.01%013F-HRTimeline
Hilltop National Bank30$12.8K<0.01%-3013F-HRTimeline
Medallion Wealth Advisors, LLC28$11.9K0.01%13F-HRTimeline
Capital A Wealth Management, LLC26$11.1K0.02%13F-HRTimeline
GoalVest Advisory LLC25$10.6K<0.01%013F-HRTimeline
Eukles Asset Management22$9.36K<0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.22$9.36K<0.01%-18113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC22$9.31K<0.01%new13F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd17$7.23K<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division17$7.23K<0.01%+513F-HRTimeline
WOLFF WIESE MAGANA LLC15$6.38K<0.01%-1013F-HRTimeline
New Millennium Group LLC15$6.38K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC15$6.38K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC14$5.96K<0.01%013F-HRTimeline
Investors Research Corp12$5.11K<0.01%013F-HRTimeline
McIlrath & Eck, LLC11$4.68K<0.01%013F-HRTimeline
Morse Asset Management, Inc10$4.27K<0.01%013F-HRTimeline
Greenline Partners, LLC10$4.25K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…10$4.25K<0.01%013F-HRTimeline
TSFG, LLC10$4K<0.01%-3013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…9$3.84K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC9$3.83K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.9$3.83K<0.01%+413F-HRTimeline
Mainstream Capital Management LLC9$3.83K<0.01%new13F-HRTimeline
FLP Wealth Management, LLC9$3.83K0.01%13F-HRTimeline
WINNACLE WEALTH LLC9$3.48K<0.01%13F-HRTimeline
CGC Financial Services, LLC8$3.4K<0.01%013F-HRTimeline
Menard Financial Group LLC6$2.55K<0.01%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.5$2.13K<0.01%new13F-HRTimeline
CHELSEA COUNSEL CO0$1.83K<0.01%-1,50013F-HRTimelineAmount filed as zero, left out of ratios.
WR Wealth Planners, LLC4$1.81K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates4$1.7K<0.01%new13F-HRTimeline
Horizon Investments, LLC4$1.7K<0.01%013F-HRTimeline
Slocum, Gordon & Co LLP3$1.46K<0.01%new13F-HRTimeline
Catherine Avery Investment Management L…3$1.28K<0.01%13F-HR/ATimeline
Centerpoint Advisors, LLC3$1K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.2$9580.09%-3,18113F-HRTimeline
Gould Capital, LLC2$851<0.01%013F-HRTimeline
Byrne Asset Management LLC2$851<0.01%013F-HRTimeline
HighMark Wealth Management LLC2$692<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.1$459<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1$426<0.01%013F-HRTimeline
REAP Financial Group, LLC1$426<0.01%013F-HRTimeline
Caitlin John, LLC0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
HORIZON FINANCIAL SERVICES, LLC0$00%-14813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.