JBA
DIA icon

Johnson Bixby & Associates’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Johnson Bixby & Associates’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 		$26.8M Sell
51,356
-42
-0.1% -$21K 2.99% 11
2026
Q1 		$23.8M Sell
51,398
-354
-0.7% -$171K 2.95% 11
2025
Q4 		$24.9M Sell
51,752
-903
-2% -$427K 3.08% 10
2025
Q3 		$24.4M Buy
52,655
+137
+0.3% +$61.7K 3.13% 9
2025
Q2 		$23.1M Sell
52,518
-43
-0.1% -$17.8K 3.18% 9
2025
Q1 		$22.1M Buy
52,561
+12,940
+33% +$5.6M 3.3% 10
2024
Q4 		$16.9M Buy
39,621
+1,448
+4% +$627K 2.57% 11
2024
Q3 		$16.2M Sell
38,173
-2,383
-6% -$968K 2.46% 12
2024
Q2 		$15.9M Sell
40,556
-572
-1% -$222K 2.66% 13
2024
Q1 		$16.4M Sell
41,128
-20,141
-33% -$7.76M 2.84% 13
2023
Q4 		$23.1M Sell
61,269
-3,132
-5% -$1.09M 4.36% 7
2023
Q3 		$21.6M Sell
64,401
-15,563
-19% -$5.4M 4.5% 7
2023
Q2 		$27.5M Buy
79,964
+809
+1% +$272K 5.7% 6
2023
Q1 		$26.3M Sell
79,155
-3,307
-4% -$1.1M 5.81% 4
2022
Q4 		$27.3M Buy
82,462
+2,004
+2% +$651K 6.35% 4
2022
Q3 		$23.1M Buy
80,458
+719
+0.9% +$229K 5.8% 4
2022
Q2 		$24.5M Buy
79,739
+2,941
+4% +$962K 5.99% 4
2022
Q1 		$26.6M Buy
76,798
+978
+1% +$339K 6.86% 4
2021
Q4 		$27.5M Buy
75,820
+3,700
+5% +$1.31M 7.3% 4
2021
Q3 		$24.4M Buy
72,120
+1,136
+2% +$397K 7.06% 4
2021
Q2 		$24.9M Buy
70,984
+1,649
+2% +$563K 7.18% 4
2021
Q1 		$22.9M Sell
69,335
-1,552
-2% -$490K 7.24% 4
2020
Q4 		$21.7M Buy
+70,887
New +$20.6M 7.17% 4

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Johnson Bixby & Associates's DIA Position: Q2 2026 in Review

Johnson Bixby & Associates reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.08% in Q2 2026, selling an estimated $21K and leaving 51,356 shares worth $26.8M. The position accounts for 2.99% of the portfolio, ranked #11.

Johnson Bixby & Associates first reported a position in DIA in Q4 2020 and has held it in 23 quarters since. The position peaked at $27.5M in Q4 2021. 1,442 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Johnson Bixby & Associates held 51,356 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $26.8M as of Q2 2026.
  • Johnson Bixby & Associates sold 42 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $21K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 2.99% of Johnson Bixby & Associates's portfolio in Q2 2026, its #11 holding.
  • Johnson Bixby & Associates first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 23 quarters since.
  • Johnson Bixby & Associates's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $27.5M in Q4 2021.
  • 1,442 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.