DIA — SPDR DOW JONES INDL AVERAGE

Ownership history in Johnson Bixby & Associates, LLC  ·  21 quarters on record

AI Ownership Summary

Johnson Bixby & Associates, LLC reported SPDR DOW JONES INDL AVERAGE (DIA) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.36% in 2023 Q4. The latest visible filing shows DIA at 3.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DIA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Johnson Bixby & Associates, LLC's position in SPDR DOW JONES INDL AVERAGE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DIA was reported at 3.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.36% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DIA stock page Johnson Bixby & Associates, LLC fund profile Johnson Bixby & Associates, LLC full holdings
How Johnson Bixby & Associates, LLC held DIA — position size vs. price
% of Fund (quarterly)    DIA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 51,752 -903 -1.7% 3.08% $24.9M 2026-02-14 (Est.) $493.60
2025 Q3 ADDED 52,655 +137 +0.3% 3.13% $24.4M 2025-10-16 $456.11
2025 Q2 REDUCED 52,518 -43 -0.1% 3.18% $23.1M 2025-07-17 $440.18
2025 Q1 ADDED 52,561 +12,940 +32.7% 3.30% $22.1M 2025-04-23 $390.02
2024 Q4 ADDED 39,621 +1,448 +3.8% 2.57% $16.9M 2025-01-21 $431.87
2024 Q3 REDUCED 38,173 -2,383 -5.9% 2.46% $16.2M 2024-10-10 $414.97
2024 Q2 REDUCED 40,556 -572 -1.4% 2.66% $15.9M 2024-07-19 $392.27
2024 Q1 REDUCED 41,128 -20,141 -32.9% 2.84% $16.4M 2024-04-22 $370.68
2023 Q4 REDUCED 61,269 -3,132 -4.9% 4.36% $23.1M 2024-01-18 $361.51
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DIA

As of 2026 Q1 — sorted by position size

Capital Asset Managemnet, LLC 0.81% Crumly & Associates Inc. 3Y 0.57% FIRST FINANCIAL CORP /IN/ 3Y 7Y 0.29% PRIVATE CLIENT SERVICES, LLC 0.12% IFS Advisors, LLC 3Y 0.12% HIGHLINE WEALTH PARTNERS LLC 0.1% Vigilare Wealth Management 3Y 0.1% Washington Trust Advisors, Inc. 3Y 0.06% Aspect Partners, LLC 0.05% Bangor Savings Bank 3Y 7Y 0.01%

FAQ About Johnson Bixby & Associates, LLC and DIA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Johnson Bixby & Associates, LLC reported owning DIA?

Johnson Bixby & Associates, LLC reported DIA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DIA position in Johnson Bixby & Associates, LLC's portfolio?

The largest reported portfolio weight for DIA was 4.36% in 2023 Q4.

What is the latest reported DIA position on this page?

The most recent filing on this page is 2025 Q4, when Johnson Bixby & Associates, LLC reported 51,752 shares, equal to 3.08% of portfolio, with an estimated market value of $24.9M.

What does the chart on this DIA ownership page compare?

The chart compares Johnson Bixby & Associates, LLC's quarterly DIA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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