Skip to content
Disclosery

DIA STATE STR SPDR DOW JONES IND

Follow

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
MORGAN STANLEYin group MORGAN STANLEY3,979,513$1.69B0.12%+542,64613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,714,663$1.16B0.11%+118,77213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,257,776$961M0.21%+205,27113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,003,635$853M0.16%+1,404,85013F-HRTimelineGroup
LPL Financial LLC1,612,024$686M0.28%+176,86713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,361,777$579M0.14%+292,46313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,186,613$505M0.47%+992,48813F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,055,161$449M0.1%+245,06813F-HRTimelineGroup
WOLVERINE TRADING, LLC801,892$341M7.68%-1,98213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC550,567$234M0.06%+55,71213F-HRTimelineGroup
CHURCHILL MANAGEMENT Corp537,885$229M2.5%+4,02913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO533,028$227M0.02%-164,17213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/510,030$217M0.11%+76,23913F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS466,748$199M0.15%-47,50013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC458,869$195M0.07%13F-HR/ATimelineGroup
Hancock Prospecting Pty Ltd445,285$189M14.26%13F-HR/ATimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN391,575$168M1.03%+222,75513F-HRTimeline
AIA Group Ltdin group AIA Group Ltd356,075$152M3.66%+253,32013F-HRTimelineGroup
SG Americas Securities, LLC309,911$132M0.57%+133,96113F-HRTimeline
CIBC WORLD MARKET INC.295,428$126M0.29%+92,09613F-HRTimeline
Private Advisor Group, LLC281,782$120M0.67%+145,05013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…280,278$119M0.1%-3,50213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC272,443$116M0.19%-332,60213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding271,693$116M-17,820Timeline
COMMONWEALTH EQUITY SERVICES, LLC242,013$103M0.15%+14,35713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.237,012$101M0.23%+19,89713F-HR/ATimelineGroup
ARKANSAS FINANCIAL GROUP, INC.234,055$99.6M16.09%-1,75913F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding214,237$91.2M+62,088Timeline
Cetera Investment Advisers205,362$87.4M0.18%+37,31213F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.200,000$85.1M3.98%013F-HRTimeline
USA FINANCIAL FORMULAS189,444$80.6M12.67%+187,09913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…181,855$77.4M0.05%-3,95213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP172,495$73.4M0.08%+10,25113F-HRTimelineGroup
Campbell Wealth Management168,821$71.8M6.46%+5,81913F-HRTimeline
Sanctuary Advisors, LLC155,962$70M0.44%-4,75213F-HRTimeline
Modern Wealth Management, LLC160,238$68.2M2.55%+159,31813F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP156,862$66.7M0.1%+3,15913F-HRTimelineGroup
Berkshire Money Management, Inc.146,580$62.4M6.78%+88713F-HRTimeline
CHARTIST INC /CA/146,453$62.3M32.29%-4,94913F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.142,458$60.6M0.6%-71,71613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd136,723$58.2M1.17%-37,99213F-HRTimelineGroup
Cambridge Investment Research Advisors,…131,170$55.8M0.19%+11,18013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…127,386$54.2M1.08%+118,94213F-HRTimelineGroup
Allianz SEgroup of 2 filers holding122,265$52MnewTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP121,134$51.5M0.05%+26,38913F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC120,971$51.5M1.19%+46,83713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC118,147$50.3M0.02%+57,26013F-HR/ATimelineGroup
Atria Investments, Inc116,619$49.6M0.62%-56713F-HRTimeline
CM WEALTH ADVISORS LLC114,268$48.7M15.93%-20,84813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…101,431$43.2M0.08%+2,75113F-HR/ATimeline
Capital Wealth Planning, LLC98,785$42M0.39%+75,49813F-HRTimeline
Creative Planningin group Creative Planning98,328$41.8M0.04%+10,38613F-HRTimelineGroup
GTS SECURITIES LLC92,804$39.5M1.92%-21,18213F-HRTimeline
Atlas Private Wealth Advisors88,445$37.7M5.34%+4613F-HRTimeline
PINKERTON WEALTH, LLC85,950$36.6M5.3%new13F-HRTimeline
CSM Advisors, LLC85,350$36.3M1.7%+29,36313F-HR/ATimeline
STEEL GROVE CAPITAL ADVISORS, LLC84,570$36M5.08%+213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC80,836$34.4M0.07%+11,19313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP80,236$34.1M<0.01%+26,73713F-HRTimelineGroup
Beacon Capital Management, LLC79,629$33.9M4.41%-4,60013F-HRTimeline
FMR LLCin group FMR LLC77,414$32.9M<0.01%+3,35413F-HRTimelineGroup
HighTower Advisors, LLC74,633$31.8M0.04%-1,72313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…73,858$31.4M0.08%+70213F-HRTimelineGroup
Steward Partners Investment Advisory, L…70,920$30.2M0.27%+23,72613F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC69,682$29.6M0.03%+34,35313F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.68,743$29.3M0.95%-527,34713F-HRTimelineGroup
TCP Asset Management, LLC67,899$28.9M6.37%+2,58413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…67,799$28.8M0.4%+5,21313F-HRTimelineGroup
Latko Wealth Management, Ltd.66,692$28.4M16.82%+20413F-HRTimeline
Mariner, LLCin group Mariner, LLC64,826$27.6M0.05%+59213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp62,024$26.4M<0.01%-4,96213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP61,027$26M0.04%-3,68113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding60,774$25.9M+2,833Timeline
NewEdge Advisors, LLC59,130$25.2M0.15%+2,06813F-HRTimeline
Select Asset Management & Trust58,929$25.1M9.72%-22,91813F-HRTimeline
Conservest Capital Advisors, Inc.57,655$24.5M2.53%-79913F-HRTimeline
PINNACLE ASSOCIATES LTD57,373$24.4M0.33%-16,36713F-HRTimeline
Heck Capital Advisors, LLC56,378$24M2.75%+2,27713F-HR/ATimeline
Janney Montgomery Scott LLC55,943$23.8M0.07%+82313F-HRTimeline
IMC-Chicago, LLC55,921$23.8M0.65%+40,18713F-HRTimeline
Creekmur Asset Management LLC55,467$23.6M5.41%+70513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS55,425$23.6M0.07%-2,73013F-HRTimeline
MML INVESTORS SERVICES, LLC55,026$23.4M0.08%-58413F-HRTimeline
Mine & Arao Wealth Creation & Managemen…53,993$23M10.53%-2,14013F-HRTimeline
Integrated Wealth Concepts LLC53,912$22.9M0.27%+3,49613F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD53,904$22.9M0.39%-5,47413F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.53,203$22.6M0.1%+13,58913F-HRTimelineGroup
Bridgewater Advisors Inc.53,171$22.6M2.36%-79713F-HRTimeline
Atria Wealth Solutions, Inc.52,527$22.4M0.25%+19,70213F-HRTimeline
Independent Advisor Alliance50,774$21.6M0.29%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.50,431$21.5M0.13%+1,50413F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A50,101$21.3M0.07%+15,81913F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding49,578$21.1M0Timeline
Focus Partners Wealthgroup of 2 filers holding49,584$21.1M+26,417Timeline
SteelPeak Wealth, LLC48,205$20.6M0.85%+5,04613F-HRTimeline
BLAIR WILLIAM & CO/IL48,256$20.5M0.06%+2,71113F-HRTimeline
INTEGRITY ALLIANCE, LLC.47,095$20M2.17%13F-HRTimeline
AMG National Trust Bank46,848$19.9M0.55%-44713F-HRTimeline
GenWealth Group, Inc.46,269$19.7M4.48%+21413F-HRTimeline
Ocean Park Asset Management, LLC42,455$18.1M0.61%+16313F-HRTimeline
Prostatis Group LLC41,979$17.9M5.21%+40,74013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…41,312$17.6M0.48%+35,42213F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding40,114$17.1M-1,462Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.39,771$16.9M0.03%-1,31413F-HRTimelineGroup
Johnson Bixby & Associates, LLC39,621$16.9M2.57%+1,44813F-HRTimeline
Pinnacle Financial Partners Inc39,629$16.8M0.34%013F-HRTimeline
Christopher J. Hasenberg, Inc38,426$16.4M6.59%+38,31313F-HRTimeline
Clear Creek Financial Management, LLC37,264$15.9M1.71%+34,04113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,188$15.8M0.02%-1,75013F-HRTimelineGroup
Wealth Quarterback LLC36,836$15.7M7.36%+14,90713F-HRTimeline
Point72 Europe (London) LLP35,372$15.1M0.87%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding34,867$14.8M+17,093Timeline
COMMERCE BANKin group COMMERCE BANK34,626$14.7M0.09%013F-HRTimelineGroup
MKT Advisors LLC33,559$14.6M6.36%-96913F-HRTimeline
TD Waterhouse Canada Inc.33,844$14.4M0.12%-1,13313F-HRTimeline
First Heartland Consultants, Inc.33,720$14.3M1.47%+8,55813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …33,055$14.1M0.21%+3,70113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/32,882$14M0.02%-1,10313F-HRTimelineGroup
L & S Advisors Inc32,440$13.8M1.51%-1,37913F-HRTimeline
SIMPLEX TRADING, LLC31,837$13.5M0.38%new13F-HRTimeline
Clarity Wealth Advisors, LLC31,384$13.4M3.64%+3,27813F-HRTimeline
IFG Advisory, LLC31,175$13.3M0.75%+68613F-HRTimeline
J.W. COLE ADVISORS, INC.30,927$13.2M0.53%+4,57713F-HRTimeline
Prospera Financial Services Inc30,654$13M0.3%-92513F-HRTimeline
All Terrain Financial Advisors, LLC30,655$13M5.08%-71613F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.30,631$13M8.07%+95413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,600$13M0.12%+3,02813F-HRTimelineGroup
NSI Retail Advisors, LLC30,200$12.8M2.04%-30013F-HRTimeline
Amplius Wealth Advisors, LLC29,907$12.7M1.3%+1,39713F-HRTimeline
Trilogy Capital Inc.29,805$12.7M0.65%new13F-HRTimeline
PITTENGER & ANDERSON INC29,752$12.7M0.46%+18413F-HRTimeline
SYKON CAPITAL LLC28,932$12.3M4.24%-61013F-HRTimeline
Camarda Financial Advisors, LLC28,908$12.3M4.62%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC28,881$12.3M0.01%-310,51513F-HRTimelineGroup
Mechanics Bank Trust Department28,839$12.3M1.64%-87213F-HRTimeline
AE Wealth Management LLC28,345$12.1M0.1%+17,09813F-HRTimeline
Benin Management CORP28,074$11.9M3.29%-20013F-HRTimeline
SUMMIT SECURITIES GROUP LLC27,828$11.8M4.42%new13F-HRTimeline
Melone Private Wealth, LLC27,292$11.6M6.02%-6,51413F-HRTimeline
Robertson Stephens Wealth Management, L…26,331$11.2M0.4%+2,46113F-HRTimeline
COMERICA BANK26,349$11.2M0.05%+1,84513F-HR/ATimeline
Pinnacle Holdings, LLC25,768$11M4.14%-94713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC25,256$10.7M0.26%-13313F-HRTimeline
Sound View Wealth Advisors Group, LLC25,060$10.7M0.86%+22513F-HRTimeline
J. Goldman & Co LP24,788$10.5M0.37%-9,06413F-HRTimeline
FOCUS Wealth Advisors, LLC24,065$10.2M5.43%+57413F-HRTimeline
Worth Asset Management, LLC23,766$10.1M5.4%-1,92713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp23,685$10.1M0.03%-32713F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP23,354$9.94M2.55%+23,09013F-HRTimeline
True Freedom Investing, LLC22,896$9.74M4.23%13F-HRTimeline
Capital Management Associates, Inc22,386$9.53M3.57%+39613F-HRTimeline
Cornerstone Wealth Management, LLC22,066$9.39M0.63%+1,65913F-HRTimeline
Federation des caisses Desjardins du Qu…21,937$9.33M0.05%+87713F-HRTimeline
Meridian Wealth Management, LLC21,924$9.33M0.44%+46413F-HRTimeline
THOR TRADING ADVISORS, LLC21,688$9.23M8.34%13F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC21,499$9.15M7.21%013F-HRTimeline
NTV Asset Management LLC21,258$9.05M1.19%+31813F-HRTimeline
Arete Wealth Advisors, LLC21,134$8.99M0.65%+4,72513F-HRTimeline
Sheaff Brock Investment Advisors, LLC20,373$8.67M0.75%+9213F-HRTimeline
Ascension Capital Advisors, Inc.20,215$8.6M3.75%new13F-HRTimeline
DOHJ, LLC20,109$8.56M1.98%+8,23413F-HRTimeline
Allworth Financial LP19,234$8.49M0.05%-58713F-HRTimeline
Oak Harvest Investment Services19,820$8.43M1.18%-5,44313F-HRTimeline
WHITTIER TRUST CO19,661$8.37M0.11%-1,11613F-HRTimeline
EWG Elevate Inc.19,626$8.35M2.54%new13F-HRTimeline
Snowden Capital Advisors LLC19,547$8.34M0.26%-2113F-HRTimeline
GHP Investment Advisors, Inc.19,235$8.18M0.38%-19613F-HRTimeline
Advisory Services Network, LLC19,219$8.18M0.15%+70913F-HRTimeline
Tudor Financial Inc.19,097$8.13M4.75%-113F-HRTimeline
Pettinga Financial Advisors LLC18,878$8.03M1.82%+4,43213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC18,824$8.01M0.6%+16,47213F-HRTimeline
1 NORTH WEALTH SERVICES LLC18,601$7.91M3.35%13F-HRTimeline
AAF Wealth Management, LLC18,232$7.76M3.91%new13F-HR/ATimeline
Jacksonville Wealth Management, LLC18,100$7.7M7.19%13F-HRTimeline
MYDA Advisors LLC18,000$7.66M2.19%new13F-HRTimeline
Sowell Financial Services LLC17,902$7.62M0.4%+3,74013F-HRTimeline
Chung Wu Investment Group, LLC17,815$7.58M7.63%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC17,677$7.52M0.23%-18,68013F-HRTimeline
Beacon Pointe Advisors, LLC17,634$7.5M0.08%+24913F-HRTimeline
Foster Group, Inc.17,486$7.44M0.28%+1,98613F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD17,355$7.38M5.86%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP17,170$7.31M0.11%-13713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,843$7.17M0.24%+1,16313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV16,797$7.15M0.02%-49,63313F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding16,794$7.15M+728Timeline
King Wealth Management Group16,735$7.12M1.04%+14413F-HRTimeline
Armbruster Capital Management, Inc.16,723$7.12M1.45%-2,70913F-HRTimeline
CENTAURUS FINANCIAL, INC.16,237$6.91M0.42%+12,72013F-HRTimeline
Gladstone Institutional Advisory LLC16,190$6.89M0.32%-1,25013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.15,888$6.75M0.07%+11,35813F-HRTimeline
HARBOUR INVESTMENTS, INC.15,833$6.74M0.19%-3,71313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC15,785$6.72M1.28%-913F-HRTimeline
Cresset Asset Management, LLC15,733$6.7M0.03%-10,74113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP15,718$6.69M0.05%-36213F-HRTimelineGroup
EP Wealth Advisors, LLC15,567$6.62M0.05%-1,59113F-HRTimeline
Moloney Securities Asset Management, LLC15,488$6.59M0.88%+14,63313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC15,461$6.58M0.01%+50013F-HRTimelineGroup
IFP Advisors, Inc15,296$6.51M0.21%-9,81113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…15,278$6.5M0.61%-8413F-HRTimeline
Echo45 Advisors LLC15,063$6.43M4.22%-5,05913F-HRTimeline