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Disclosery

DIA STATE STR SPDR DOW JONES IND

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UT SER 1 (fund), issuer CIK 1041130

1,378 managers (1,392 13F filers) reported a position in DIA shares at 2025-12-31, 39,406,583 shares in all. 96 filers opened a position and 52 filers sold out during the quarter.

Managers
1,378
13F filers
1,392
New
96
Added
437
Reduced
382
Sold out
52
Shares held by filers
39,406,583

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Winch Advisory Services, LLC391$188K0.04%013F-HRTimeline
ROGCO, LP387$186K0.06%013F-HRTimeline
OAKWORTH CAPITAL, INC.380$183K0.01%013F-HRTimeline
Tidemark, LLC374$180K0.05%013F-HRTimeline
Archer Investment Corp374$180K0.04%+16913F-HRTimeline
CoreFirst Bank & Trust370$178K0.1%013F-HRTimeline
GAMMA Investing LLC365$175K0.01%013F-HRTimeline
Trust Co363$174K0.02%+2613F-HRTimeline
Trifecta Capital Advisors, LLC360$173K0.03%013F-HRTimeline
Center for Financial Planning, Inc.356$171K0.02%013F-HRTimeline
Global Trust Asset Management, LLC356$171K0.07%-2313F-HRTimeline
Bangor Savings Bank345$166K0.01%013F-HRTimeline
MTM Investment Management, LLC324$156K0.05%013F-HRTimeline
Kingdom Financial Group LLC.323$155K0.05%new13F-HRTimeline
COUNTRY TRUST BANK323$155K<0.01%013F-HRTimeline
TrustBankin group TrustBank319$153K0.06%13F-HRTimelineGroup
SITTNER & NELSON, LLC300$150K0.05%013F-HRTimeline
Compagnie Lombard Odier SCmA300$144K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…300$144K<0.01%013F-HRTimeline
Kentucky Trust Co290$139K0.07%-1013F-HRTimeline
AMERIFLEX GROUP, INC.286$137K0.07%-18613F-HRTimeline
Aspect Partners, LLC278$133K0.06%+113F-HRTimeline
Pinnacle Bancorp, Inc.273$131K0.04%-613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC255$122K<0.01%-6013F-HR/ATimelineGroup
Westfuller Advisors, LLC253$122K0.05%+113F-HRTimeline
Abound Wealth Management250$120K0.03%-1613F-HRTimeline
Westend Capital Management, LLC250$120K0.03%013F-HRTimeline
Davis Capital Management246$118K0.08%013F-HRTimeline
UNION SAVINGS BANK236$113K0.05%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC230$111K0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.226$109K0.04%+17813F-HRTimelineGroup
Bell Investment Advisors, Inc221$106K0.02%013F-HRTimeline
FINANCIAL CONSULATE, INC216$104K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC215$103K0.01%+113F-HRTimeline
Barnes Dennig Private Wealth Management…212$102K0.1%013F-HRTimeline
Anchor Investment Management, LLC208$99.8K0.01%-1013F-HRTimeline
GGM Financial LLC205$98.4K0.05%+113F-HRTimeline
Elyxium Wealth, LLC200$96.1K0.03%new13F-HRTimeline
Signature Equity Partners, LLC197$94.6K0.05%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV186$89.3K0.01%013F-HRTimeline
Darwin Wealth Management, LLC180$86.8K0.03%-613F-HRTimeline
Glass Jacobson Investment Advisors llc180$86.5K0.03%013F-HRTimeline
LOM Asset Management Ltd175$84.1K0.02%013F-HRTimeline
VISION FINANCIAL MARKETS LLC173$82.7K0.08%+12013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO170$81.7K<0.01%013F-HRTimelineGroup
Nemes Rush Group LLC169$81.1K0.01%+113F-HRTimeline
SJS Investment Consulting Inc.164$78.8K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC163$78.3K0.05%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC162$78K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC150$72.1K0.02%013F-HRTimeline
Smallwood Wealth Investment Management,…150$72.1K0.04%013F-HRTimeline
North Ridge Wealth Advisors, Inc.144$69.2K0.04%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…143$69K0.03%013F-HRTimelineGroup
Your Advocates Ltd., LLP142$68K0.02%+3113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…142$68K<0.01%013F-HRTimelineGroup
Ankerstar Wealth, LLC141$67.8K0.07%13F-HRTimeline
United Community Bankin group United Community Bank140$67.3K0.03%013F-HRTimelineGroup
MCF Advisors LLC137$66K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC134$64.4K0.02%new13F-HRTimeline
Birch Capital Management, LLC131$63K0.03%+513F-HRTimeline
Security National Bank130$62.5K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.125$60.1K0.01%13F-HRTimeline
Luminist Capital LLC123$59.1K0.07%+1413F-HRTimeline
Vermillion Wealth Management, Inc.121$58.2K0.02%-1013F-HRTimeline
Nalls Sherbakoff Group, LLC120$57.7K0.04%013F-HRTimeline
Graney & King, LLC119$57.1K0.03%013F-HRTimeline
Wealth Watch Advisors, INC112$53.8K0.02%new13F-HRTimeline
Key Capital Management, INC112$53.6K0.05%13F-HRTimeline
Fairscale Capital, LLC110$53K0.04%013F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.110$52.9K0.01%13F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.108$51.9K0.01%013F-HRTimeline
Crews Bank & Trust106$50.9K0.01%-7513F-HRTimeline
Gunpowder Capital Management, LLC dba O…105$50.5K0.04%13F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…103$49.5K<0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC102$49.1K0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise103$49K<0.01%-2513F-HRTimelineGroup
Wealth Preservation Advisors, LLC100$48.1K0.02%-33313F-HRTimeline
TRUST CO OF TOLEDO NA /OH/94$45.2K<0.01%013F-HRTimeline
CDKV HOLDINGS LLC90$43.3K0.04%13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC90$43.3K0.02%013F-HRTimeline
Comprehensive Financial Planning, Inc./…87$41.9K0.03%-5613F-HRTimeline
Lloyd Advisory Services, LLC.86$41.4K0.02%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC84$40.4K<0.01%+113F-HRTimeline
Cornerstone Planning Group LLC81$39.8K0.01%+1213F-HRTimeline
JNBA Financial Advisors80$38.4K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.80$38.4K<0.01%-2013F-HRTimeline
Independence Bank of Kentucky80$38.4K<0.01%-813F-HRTimeline
Elevated Capital Advisors, LLC80$38.4K0.01%new13F-HRTimeline
WPG Advisers, LLC80$38.4K0.03%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC79$37.8K<0.01%-14113F-HRTimeline
Dorato Capital Management75$36.9K0.03%13F-HRTimeline
Pioneer Family Office, LLC75$36K0.02%13F-HRTimeline
IFC & Insurance Marketing, Inc.70$34K0.03%13F-HRTimeline
Investment Research & Advisory Group, I…70$33.6K0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT68$32.7K<0.01%-8713F-HRTimeline
DHJJ Financial Advisors, Ltd.65$31.5K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…63$30.3K<0.01%013F-HRTimelineGroup
LRI Investments, LLC63$30.3K<0.01%013F-HRTimeline
MidAtlantic Capital Management, Inc.63$30.3K0.02%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC62$29.8K<0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC61$29.3K0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …61$29K<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners57$27K0.01%013F-HRTimeline
Horrell Capital Management, Inc.56$26.9K0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC56$26.9K0.01%13F-HRTimeline
Versant Capital Management, Inc53$25.5K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP52$25.2K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp50$24.8K0.03%013F-HR/ATimeline
Beaird Harris Wealth Management, LLC51$24.5K<0.01%013F-HRTimeline
Deane Retirement Strategies, Inc.50$24K0.01%013F-HRTimeline
Riverview Trust Co47$22.6K0.03%013F-HRTimeline
ORG Partners LLC47$22.6K<0.01%013F-HRTimeline
Essential Investment Partners LLC46$22.1K0.02%13F-HRTimeline
Pflug Koory, LLC46$21.9K0.01%+113F-HRTimeline
Rossby Financial, LCC45$21.6K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC44$21.1K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC44$20.9K<0.01%new13F-HRTimeline
Access Investment Management LLC45$20.9K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC41$19.7K0.01%-6213F-HRTimeline
Strategic Advocates LLC41$19.7K0.01%+413F-HRTimeline
Navalign, LLC41$19.6K<0.01%new13F-HRTimeline
Cetera Trust Company, N.A40$19.2K0.01%013F-HRTimeline
Tripletail Wealth Management, LLC40$19.2K0.02%013F-HRTimeline
United Financial Planning Group LLC40$19.2K0.01%+3013F-HRTimeline
Stephens Consulting, LLC38$18.3K0.01%013F-HRTimeline
ALERUS FINANCIAL NA33$15.9K<0.01%013F-HRTimeline
UMB Bank, n.a.33$15.9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CVA Family Office, LLC32$15.4K<0.01%+2013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.32$15.4K0.01%new13F-HRTimeline
Noble Wealth Management PBC30$14.6K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.25$12K<0.01%new13F-HRTimeline
Midwest Capital Advisors, LLC25$12K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.24$12K<0.01%013F-HRTimeline
Eukles Asset Management22$10.6K<0.01%013F-HRTimeline
Creative Capital Management Investments…22$10.6K<0.01%013F-HRTimeline
First Pacific Financial18$8.69K<0.01%013F-HRTimeline
Turim 21 Investimentos Ltda.81$8.39K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division17$8.17K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC16$7.71K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16$7.69K<0.01%+713F-HRTimelineGroup
Game Plan Financial Advisors, LLC15$7.21K<0.01%013F-HRTimeline
Quent Capital, LLC15$7.21K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC11$5.29K<0.01%013F-HRTimeline
New Millennium Group LLC11$5.29K<0.01%013F-HRTimeline
Estate Planners Group, LLC11$5.17K<0.01%13F-HRTimeline
TSFG, LLC10$5K<0.01%013F-HRTimeline
Morse Asset Management, Inc10$4.9K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC10$4.81K<0.01%-2313F-HRTimeline
New England Capital Financial Advisors …10$4.81K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…10$4.81K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.10$4.81K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…9$4.33K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd9$4.33K<0.01%013F-HRTimelineGroup
WINNACLE WEALTH LLC9$4.33K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC9$4.33K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.8$3.85K<0.01%13F-HRTimeline
CGC Financial Services, LLC8$3.85K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…7$3.36K<0.01%new13F-HRTimeline
American Capital Advisory, LLC7$3.19K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT6$2.88K<0.01%013F-HRTimeline
Strive Financial Group ,LLC5$2.44K<0.01%13F-HR/ATimeline
Millstone Evans Group, LLC4$1.92K<0.01%013F-HRTimeline
HighMark Wealth Management LLC4$1.87K<0.01%+113F-HRTimeline
Decker Retirement Planning Inc.3$1.44K<0.01%013F-HRTimeline
Kilter Group LLC3$1.44K<0.01%013F-HRTimeline
Catherine Avery Investment Management L…3$1.44K<0.01%013F-HRTimeline
Horizon Investments, LLC3$1.44K<0.01%+213F-HRTimeline
Centerpoint Advisors, LLC3$1K<0.01%013F-HRTimeline
Gould Capital, LLC2$961<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1$481<0.01%013F-HRTimeline
REAP Financial Group, LLC1$481<0.01%013F-HRTimeline
Dogwood Wealth Management LLC0$75<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
MJT & Associates Financial Advisory Gro…1$26<0.01%013F-HR/ATimeline
Caitlin John, LLC0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
China Universal Asset Management Co., L…0$1<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Align Financial, LLC209,023$209K13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
LM Advisors LLC17,542$36.5K-19,07313F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
VESTOR CAPITAL, LLC454$240-4613F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.