HolderBook

STATE STR SPDR DOW JONES IND (DIA)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

74
Reporting holders
$135.0M
Reported value
0.0%
Calls
0.0%
Puts
-1,386
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Shulman DeMeo Asset Management LLC$30.2M58,9605.97%3q-1.4%-$413.8K
First Heartland Consultants, Inc.$11.1M21,8430.74%32q-4.7%-$549.7K
Farther Finance Advisors, LLC$9.7M19,1040.07%16q+4.3%+$401.8K
Echo45 Advisors LLC$8.4M16,5073.83%20q+1.1%+$92.0K
Iowa State Bank$7.5M14,8401.28%32qHELD
Worth Asset Management, LLC$6.7M13,1891.95%newNEW
AMERICAN NATIONAL BANK & TRUST$5.4M10,6230.49%27qHELD
Venture Visionary Partners LLC$5.4M10,6140.14%28qHELD
TrueWealth Advisors, LLC$4.4M8,6790.99%23q+3.3%+$140.4K
Greenfield Savings Bank$3.8M7,4981.44%18qHELD
CoreCap Advisors, LLC$3.6M7,0230.10%19q-1.2%-$41.7K
CANANDAIGUA NATIONAL BANK & TRUST CO$3.2M6,3370.28%9qHELD
Crumly & Associates Inc.$2.9M5,7240.52%16q-0.5%-$15.3K
Cambridge Financial Group, LLC$2.8M5,3020.87%12qHELD
Graves Light Lenhart Wealth, Inc.$2.6M5,0500.24%32qHELD
TOMPKINS FINANCIAL CORP$1.7M3,3050.12%19qHELD
Kaizen Financial Strategies$1.7M3,3000.66%23q-2.9%-$49.3K
SPRING CAPITAL MANAGEMENT, LLC$1.6M3,2400.79%8q+11.0%+$162.7K
Apella Capital, LLC$1.5M2,9630.02%18q-13.8%-$241.7K
Castle Rock Wealth Management, LLC$1.2M2,2590.22%24q-1.9%-$22.6K
Acropolis Investment Management, LLC$1.1M2,2300.05%5q-50.8%-$1.2M
Valeo Financial Advisors, LLC$936.7K1,8420.02%17q-1.7%-$16.3K
GILPIN WEALTH MANAGEMENT, LLC$825.4K1,6230.56%4q-1.4%-$11.7K
Peoples Bank/KS$822.3K1,6170.80%13qHELD
Sound Income Strategies, LLC$794.3K1,5520.04%24q-2.6%-$21.5K
ROCKLAND TRUST CO$709.4K1,3950.03%11qHELD
Weaver Consulting Group$691.1K1,3590.13%31qHELD
Stonebridge Financial Group, LLC$656.5K1,2910.05%8qHELD
EASTERN BANK$641.3K1,2610.01%9qHELD
Olistico Wealth, LLC$631.9K1,2430.26%16q-98.8%-$53.0M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$604.7K1,1890.01%16q+1.8%+$10.7K
Kaydan Wealth Management, Inc.$602.1K1,1840.21%20qHELD
Great Waters Wealth Management$524.1K1,0310.05%2qHELD
Investment Partners Asset Management, Inc.$522.8K1,0280.28%12qHELD
Freestate Advisors LLC$521.8K1,0260.40%9qHELD
Successful Portfolios LLC$512.1K1,0000.24%32qHELD
VISTA INVESTMENT PARTNERS LLC$499.8K9830.13%12qHELD
Prosperity Planning, Inc.$472.4K9290.10%15q+17.0%+$68.7K
Everhart Financial Group, Inc.$418.5K8230.03%12qHELD
Dale Q Rice Investment Management Ltd$404.8K7960.22%8q-0.5%-$2.0K
First Citizens Financial Corp$394.1K7750.17%24qHELD
Capital Advisors Wealth Management, LLC$372.9K7330.04%2qHELD
Wedmont Private Capital$362.9K7090.01%14qHELD
Monument Capital Management$359.5K7070.07%12q-0.7%-$2.5K
ZEVENBERGEN CAPITAL INVESTMENTS LLC$330.6K6500.01%16qHELD
Nautilus Advisors LLC$327.7K6440.20%3qHELD
Tactive Advisors, LLC$320.5K6300.08%6q-1.9%-$6.1K
KFA Private Wealth Group, LLC$303.0K5950.07%4qHELD
Trust Co$301.6K5930.03%19q+11.9%+$32.0K
CHAPIN DAVIS, INC.$300.6K5910.06%2q-7.8%-$25.4K
PRIVATE CLIENT SERVICES, LLC$293.9K5780.08%8q-22.0%-$82.9K
Avidian Wealth Enterprises, LLC$285.0K5600.01%3qHELD
Whitcomb & Hess, Inc.$268.4K5280.06%12qHELD
Wisconsin Wealth Advisors, LLC$255.2K5020.21%8q-1.2%-$3.1K
ACT WEALTH MANAGEMENT, LLC$254.3K5000.07%3qHELD
Galvin, Gaustad & Stein, LLC$254.3K5000.02%12qHELD
WINEBRENNER CAPITAL MANAGEMENT LLC$236.5K4650.15%6qHELD
MKD WEALTH COACHES, LLC$217.7K4280.18%2qHELD
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$213.6K4200.03%2qHELD
FINANCIAL MANAGEMENT NETWORK INC$210.3K4120.03%6qHELD
GAMMA Investing LLC$166.8K3280.01%9qHELD
Davis Capital Management$128.7K2530.08%13q-1.6%-$2.0K
ARMSTRONG ADVISORY GROUP, INC$117.0K2300.01%16qHELD
Bangor Savings Bank$106.8K2100.01%18q-39.1%-$68.7K
Versant Capital Management, Inc$88.0K1730.01%32q+226.4%+$61.0K
Dorato Capital Management$38.3K750.03%4qHELD
ELEVATION WEALTH PARTNERS, LLC$35.6K700.01%15q-83.0%-$173.9K
TOTH FINANCIAL ADVISORY CORP$28.7K560.00%27q+3.7%+$1.0K
Horrell Capital Management, Inc.$28.5K560.02%19qHELD
GK Wealth Management LLC$22.8K440.01%newNEW
FIRST COMMUNITY TRUST NA$11.2K220.00%newNEW
Central Pacific Bank - Trust Division$8.6K170.00%11qHELD
MAGNOLIA CAPITAL MANAGEMENT LTD$7.8K15,3465.52%28q-0.5%
Hickory Point Bank & Trust$4.6K90.00%3qHELD
Grove Bank & Trust$2.5K50.00%3qHELD
CX Institutional$3356580.01%2q+21.9%
Ayalon Insurance Comp Ltd.$2565020.02%12qHELD
Polaris Financial Partners$1412760.06%newFIRST
MJT & Associates Financial Advisory Group, Inc.$410.00%7qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202674$135.0M264,83039200.0%
Q2 20261,460$43.0B31,759,83614934138461.5%
Q1 20261,374$33.8B36,978,8689734037249.5%
Q4 20251,403$36.6B39,581,84810133234647.9%
Q3 20251,300$31.9B33,041,8888428537452.0%
Q2 20251,290$27.4B33,211,92310632837446.5%
Q1 20251,269$26.7B33,851,5427931739846.7%
Q4 20241,302$28.7B35,781,0629936331647.1%
Q3 20241,193$26.4B31,363,5209627733250.2%
Q2 20241,147$21.5B28,894,0147925534447.7%
Q1 20241,161$26.1B38,626,0639228835441.3%
Q4 20231,156$26.0B37,648,66211428832046.3%
Q3 20231,031$20.6B25,763,3315927131258.3%
Q2 20231,046$22.1B28,839,1017826231855.1%
Q1 20231,016$19.9B26,413,7877024133655.8%
Q4 20221,037$33.4B51,050,84612029023949.4%
Q3 2022941$21.1B31,017,4776323726261.2%
Q2 2022961$22.1B29,215,4796124328661.4%
Q1 20221,004$26.8B30,662,5089125626860.9%
Q4 2021976$35.1B28,316,8237627122372.0%
Q3 2021900$26.8B28,272,7526825323765.9%
Q2 2021899$21.2B30,362,8127925720350.5%
Q1 2021895$20.4B29,945,1088324724651.5%
Q4 2020859$18.6B26,693,6448822720756.0%
Q3 2020765$16.1B28,542,3226018423650.8%
Q2 2020755$14.1B27,657,7889717525449.4%
Q1 2020727$12.2B23,258,8809219225458.3%
Q4 2019762$16.0B27,849,0236119419050.4%
Q3 2019673$16.2B28,901,2205117719052.0%
Q2 2019667$15.3B27,888,2855817919551.4%
Q1 2019668$12.4B23,861,2206517321050.1%
Q4 2018641$13.1B27,820,594514950.7%