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Brighton Jones LLC’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Brighton Jones LLC’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
Q1 		$5.43M Buy
+11,731
New +$5.68M 0.12% 121
2025
Q4 		– Sell
-10,632
Closed -$4.93M – 273
2025
Q3 		$4.93M Buy
10,632
+63
+0.6% +$28.4K 0.12% 110
2025
Q2 		$4.66M Sell
10,569
-1,285
-11% -$533K 0.13% 99
2025
Q1 		$4.98M Sell
11,854
-200
-2% -$86.5K 0.16% 80
2024
Q4 		$5.13M Buy
12,054
+1,116
+10% +$483K 0.15% 83
2024
Q3 		$4.63M Sell
10,938
-17
-0.2% -$6.91K 0.17% 72
2024
Q2 		$4.28M Buy
10,955
+48
+0.4% +$18.6K 0.14% 83
2024
Q1 		$4.34M Buy
10,907
+60
+0.6% +$23.1K 0.16% 77
2023
Q4 		$4.09M Buy
10,847
+1,206
+13% +$421K 0.17% 75
2023
Q3 		$3.23M Buy
9,641
+171
+2% +$59.3K 0.16% 80
2023
Q2 		$3.26M Sell
9,470
-69
-0.7% -$23.2K 0.16% 81
2023
Q1 		$3.17M Buy
9,539
+175
+2% +$58.1K 0.18% 74
2022
Q4 		$3.1M Buy
9,364
+188
+2% +$61.1K 0.19% 70
2022
Q3 		$2.64M Buy
9,176
+224
+3% +$71.2K 0.15% 71
2022
Q2 		$2.76M Buy
8,952
+38
+0.4% +$12.4K 0.16% 73
2022
Q1 		$3.09M Sell
8,914
-32
-0.4% -$11.1K 0.14% 74
2021
Q4 		$3.25M Buy
8,946
+799
+10% +$284K 0.15% 68
2021
Q3 		$2.76M Buy
+8,147
New +$2.85M 0.14% 73

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brighton Jones LLC's DIA Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026: 11,731 shares worth $5.43M. The stake represents 0.12% of the portfolio and ranks #121 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in DIA as recently as Q3 2025.

Brighton Jones LLC first reported a position in DIA in Q3 2021 and has held it in 18 quarters since. 1,364 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • Brighton Jones LLC held 11,731 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $5.43M as of Q1 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new Brighton Jones LLC position in Q1 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.12% of Brighton Jones LLC's portfolio in Q1 2026, its #121 holding.
  • Brighton Jones LLC first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2021 and has held it in 18 quarters since.
  • 1,364 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.