JBR Co Financial Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

JBR Co Financial 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	$895K	Buy	1,713 +1,124	+191%	+$561K	0.33%	61
2026 Q1	$283K	Hold	589	–	–	0.12%	104
2025 Q4	$283K	Buy	589 +69	+13%	+$32.6K	0.12%	104
2025 Q3	$241K	Buy	+520	New	+$234K	0.1%	109

Other funds holding DIA

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JBR Co Financial Management's DIA Position: Q2 2026 in Review

JBR Co Financial Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 191% in Q2 2026, buying an estimated $561K and bringing the position to 1,713 shares worth $895K. The position accounts for 0.33% of the portfolio, ranked #61.

JBR Co Financial Management first reported a position in DIA in Q3 2025 and has held it in 4 quarters since. 692 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

JBR Co Financial Management held 1,713 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $895K as of Q2 2026.
JBR Co Financial Management bought 1,124 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $561K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.33% of JBR Co Financial Management's portfolio in Q2 2026, its #61 holding.
JBR Co Financial Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and has held it in 4 quarters since.
692 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.