Who Owns STATE STR SPDR DOW JONES IND (DIA)? -- Institutional Holders (2026-06-30)
63 institutions reported holding $145.0M of STATE STR SPDR DOW JONES IND (DIA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Shulman DeMeo Asset Management LLC ($31.2M), FOCUS Wealth Advisors, LLC ($12.7M), First Heartland Consultants, Inc. ($12.0M), Kozak & Associates, Inc. ($11.2M), Foster Group, Inc. ($9.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Shulman DeMeo Asset Management LLC | $31.2M | 59,768 | Trimmed |
| 2 | FOCUS Wealth Advisors, LLC | $12.7M | 24,377 | Added |
| 3 | First Heartland Consultants, Inc. | $12.0M | 22,924 | Trimmed |
| 4 | Kozak & Associates, Inc. | $11.2M | 21,352 | Added |
| 5 | Foster Group, Inc. | $9.2M | 17,577 | Hold |
| 6 | Mechanics Bank Trust Department | $7.2M | 13,758 | Trimmed |
| 7 | DMKC Advisory Services, LLC | $5.1M | 9,828 | Hold |
| 8 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $5.0M | 9,622 | Trimmed |
| 9 | TrueWealth Advisors, LLC | $4.4M | 8,403 | Added |
| 10 | Greenfield Savings Bank | $3.9M | 7,527 | Added |
| 11 | CoreCap Advisors, LLC | $3.7M | 7,105 | Trimmed |
| 12 | CANANDAIGUA NATIONAL BANK & TRUST CO | $3.3M | 6,313 | Trimmed |
| 13 | St. Clair Advisors, LLC | $3.1M | 5,869 | Hold |
| 14 | Crumly & Associates Inc. | $3.0M | 5,754 | Trimmed |
| 15 | Madison Park Capital Advisors, LLC | $2.9M | 12,109 | Added |
| 16 | Graves Light Lenhart Wealth, Inc. | $2.6M | 5,049 | Hold |
| 17 | Windsor Capital Management, LLC | $2.2M | 4,158 | Trimmed |
| 18 | COMMUNITY TRUST & INVESTMENT CO | $2.1M | 3,951 | Hold |
| 19 | Apella Capital, LLC | $1.8M | 3,436 | Trimmed |
| 20 | Dynamic Advisor Solutions LLC | $1.6M | 3,106 | Added |
| 21 | Elmwood Wealth Management, Inc. | $1.5M | 2,834 | Added |
| 22 | Castle Rock Wealth Management, LLC | $1.2M | 2,303 | Trimmed |
| 23 | Beacon Bank & Trust | $1.2M | 2,236 | Hold |
| 24 | Valeo Financial Advisors, LLC | $978,876 | 1,874 | Trimmed |
| 25 | 180 WEALTH ADVISORS, LLC | $977,500 | 1,871 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30