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J. M. Brown & Associates Inc.’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

J. M. Brown & Associates Inc.’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 		$206K Buy
+394
New +$197K 0.12% 165

Other funds holding DIA

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
MAWCM
Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

J. M. Brown & Associates Inc.'s DIA Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 394 shares worth $206K. The stake represents 0.12% of the portfolio and ranks #165 among its holdings.

491 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • J. M. Brown & Associates Inc. held 394 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $206K as of Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.12% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #165 holding.
  • 491 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.