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Who Owns State Street SPDR Dow Jones Industrial Average ETF Trust

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in State Street SPDR Dow Jones Industrial Average ETF Trust.

Who crossed 5% of DIA →
Managers holding
72
as of 2026-09-30
Reported value
$141.6M
summed across filings
Shares held
277.9K
Added vs trimmed
16 / 23
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Shulman DeMeo Asset Management LLCUT SER 159K shtrimmed$30.2M
First Heartland Consultants, Inc.UT SER 121.8K shtrimmed$11.1M
Farther Finance Advisors, LLCETF19.1K shadded$9.7M
Echo45 Advisors LLCUT SER 116.5K shadded$8.4M
MAGNOLIA CAPITAL MANAGEMENT LTDUIU15.3K shtrimmed$7.8M
Iowa State BankCom14.8K shheld$7.5M
Worth Asset Management, LLCETF13.2K shtrimmed$6.7M
AMERICAN NATIONAL BANK & TRUSTUT SER 110.6K shheld$5.4M
Venture Visionary Partners LLCUT SER 110.6K shtrimmed$5.4M
TrueWealth Advisors, LLCUT SER 18.7K shadded$4.4M
Greenfield Savings BankUT SER 17.5K shtrimmed$3.8M
CoreCap Advisors, LLCETF7K shtrimmed$3.6M
CANANDAIGUA NATIONAL BANK & TRUST COCom6.3K shadded$3.2M
Crumly & Associates Inc.UT SER 15.7K shtrimmed$2.9M
Cambridge Financial Group, LLCUT SER 15.3K shheld$2.8M
Graves Light Lenhart Wealth, Inc.UT SER 15.1K shadded$2.6M
TOMPKINS FINANCIAL CORPUT SER 13.3K shheld$1.7M
Kaizen Financial StrategiesUT SER 13.3K shtrimmed$1.7M
SPRING CAPITAL MANAGEMENT, LLCUT SER 13.2K shadded$1.6M
Apella Capital, LLCUT SER 13K shtrimmed$1.5M
Castle Rock Wealth Management, LLCUT SER 12.3K shtrimmed$1.2M
Acropolis Investment Management, LLCUT SER 12.2K shadded$1.1M
Valeo Financial Advisors, LLCETF1.8K shtrimmed$936.7K
GILPIN WEALTH MANAGEMENT, LLCUT SER 11.6K shtrimmed$825.4K
Peoples Bank/KSExchange Traded Fund1.6K shheld$822.3K
Sound Income Strategies, LLCUT SER 11.6K shtrimmed$794.3K
ROCKLAND TRUST COUT SER 11.4K shheld$709.4K
Weaver Consulting GroupUT SER 11.4K shheld$691.1K
EASTERN BANKUT SER 11.3K shheld$641.3K
Olistico Wealth, LLCETF1.2K shtrimmed$631.9K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF1.2K shadded$604.7K
Kaydan Wealth Management, Inc.UT SER 11.2K shheld$602.1K
Great Waters Wealth ManagementUT SER 11K shadded$524.1K
Investment Partners Asset Management, Inc.UT SER 11K shheld$522.8K
Freestate Advisors LLCUT SER 11K shadded$521.8K
Successful Portfolios LLCUT SER 11K shheld$512.1K
VISTA INVESTMENT PARTNERS LLCUT SER 1983 shheld$499.8K
Prosperity Planning, Inc.UT SER 1929 shadded$472.4K
Everhart Financial Group, Inc.UT SER 1823 shheld$418.5K
Dale Q Rice Investment Management LtdUT SER 1796 shtrimmed$404.8K
Capital Advisors Wealth Management, LLCUT SER 1733 shadded$372.9K
Wedmont Private CapitalUT SER 1709 shheld$362.9K
Monument Capital ManagementUT SER 1707 shtrimmed$359.5K
ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM650 shheld$330.6K
Nautilus Advisors LLCUT SER 1644 shadded$327.7K
Tactive Advisors, LLCUT SER 1630 shtrimmed$320.5K
KFA Private Wealth Group, LLCUT SER 1595 shheld$303K
Trust CoETF593 shadded$301.6K
CHAPIN DAVIS, INC.UT SER 1591 shtrimmed$300.6K
Avidian Wealth Enterprises, LLCUT SER 1560 shheld$285K
Whitcomb & Hess, Inc.UT SER 1528 shheld$268.4K
Ayalon Insurance Comp Ltd.ETP502 shheld$256K
Wisconsin Wealth Advisors, LLCUT SER 1502 shtrimmed$255.2K
ACT WEALTH MANAGEMENT, LLCUT SER 1500 shheld$254.3K
Galvin, Gaustad & Stein, LLCUT SER 1500 shheld$254.3K
WINEBRENNER CAPITAL MANAGEMENT LLCUT SER 1465 shheld$236.5K
MKD WEALTH COACHES, LLCUT SER 1428 shheld$217.7K
MARKET STREET WEALTH MANAGEMENT ADVISORS LLCUT SER 1420 shheld$213.6K
FINANCIAL MANAGEMENT NETWORK INCUT SER 1412 shadded$210.4K
GAMMA Investing LLCETF328 shheld$166.8K
Davis Capital ManagementETF253 shtrimmed$128.7K
ARMSTRONG ADVISORY GROUP, INCUT SER 1230 shheld$117K
Bangor Savings BankUT SER 1210 shtrimmed$106.8K
Dorato Capital ManagementUT SER 175 shheld$38.3K
ELEVATION WEALTH PARTNERS, LLCUT SER 170 shtrimmed$35.6K
TOTH FINANCIAL ADVISORY CORPUT SER 156 shadded$28.7K
Horrell Capital Management, Inc.ETF56 shheld$28.5K
GK Wealth Management LLCUT SER 144 sh—$22.8K
FIRST COMMUNITY TRUST NAUT SER 122 sh—$11.2K
Central Pacific Bank - Trust DivisionUT SER 117 shheld$8.6K
Grove Bank & TrustUT SER 15 shheld$2.5K
MJT & Associates Financial Advisory Group, Inc.ETF1 shheld$4

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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