Bright Futures Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bright Futures Wealth Management’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$212K	Buy	+406	New	+$203K	0.14%	186
2024 Q4	–	Sell	-506	Closed	-$213K	–	153
2024 Q3	$213K	Buy	506 +1	+0.2%	+$406	0.1%	209
2024 Q2	$200K	Buy	+505	New	+$196K	0.11%	198

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bright Futures Wealth Management's DIA Position: Q2 2026 in Review

Bright Futures Wealth Management opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 406 shares worth $212K. The stake represents 0.14% of the portfolio and ranks #186 among its holdings. This is a return to the name: Bright Futures Wealth Management previously reported a position in DIA as recently as Q3 2024.

Bright Futures Wealth Management first reported a position in DIA in Q2 2024 and has held it in 3 quarters since. The position peaked at $213K in Q3 2024. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Bright Futures Wealth Management held 406 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $212K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Bright Futures Wealth Management position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.14% of Bright Futures Wealth Management's portfolio in Q2 2026, its #186 holding.
Bright Futures Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2024 and has held it in 3 quarters since.
Bright Futures Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $213K in Q3 2024.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.