# STATE STR SPDR DOW JONES IND (DIA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DIA/

- Reporting holders: 74
- Reported value: $135.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $30.2M | 58,960 | 6.0% | 3 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $11.1M | 21,843 | 0.7% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $9.7M | 19,104 | 0.1% | 16 |
| [Echo45 Advisors LLC](https://holderbook.com/funds/1908617-echo45-advisors-llc/) | $8.4M | 16,507 | 3.8% | 20 |
| [Iowa State Bank](https://holderbook.com/funds/1546967-iowa-state-bank/) | $7.5M | 14,840 | 1.3% | 32 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $6.7M | 13,189 | 2.0% | 1 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $5.4M | 10,623 | 0.5% | 27 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $5.4M | 10,614 | 0.1% | 28 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $4.4M | 8,679 | 1.0% | 23 |
| [Greenfield Savings Bank](https://holderbook.com/funds/1940406-greenfield-savings-bank/) | $3.8M | 7,498 | 1.4% | 18 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $3.6M | 7,023 | 0.1% | 19 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $3.2M | 6,337 | 0.3% | 9 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $2.9M | 5,724 | 0.5% | 16 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $2.8M | 5,302 | 0.9% | 12 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $2.6M | 5,050 | 0.2% | 32 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $1.7M | 3,305 | 0.1% | 19 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $1.7M | 3,300 | 0.7% | 23 |
| [SPRING CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1899146-spring-capital-management-llc/) | $1.6M | 3,240 | 0.8% | 8 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.5M | 2,963 | 0.0% | 18 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $1.2M | 2,259 | 0.2% | 24 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $1.1M | 2,230 | 0.0% | 5 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $936.7K | 1,842 | 0.0% | 17 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $825.4K | 1,623 | 0.6% | 4 |
| [Peoples Bank/KS](https://holderbook.com/funds/1998269-peoples-bank-ks/) | $822.3K | 1,617 | 0.8% | 13 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $794.3K | 1,552 | 0.0% | 24 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 74 | $135.0M |
| Q2 2026 | 1,460 | $43.0B |
| Q1 2026 | 1,374 | $33.8B |
| Q4 2025 | 1,403 | $36.6B |
| Q3 2025 | 1,300 | $31.9B |
| Q2 2025 | 1,290 | $27.4B |
| Q1 2025 | 1,269 | $26.7B |
| Q4 2024 | 1,302 | $28.7B |
| Q3 2024 | 1,193 | $26.4B |
| Q2 2024 | 1,147 | $21.5B |
| Q1 2024 | 1,161 | $26.1B |
| Q4 2023 | 1,156 | $26.0B |