Badgley Phelps Wealth Managers, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1895362
SEATTLE, WA
Position in DIA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$344,777
+$39,535 QoQ
Shares Held
660
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#999
of 1,432 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,777 | 660 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $305,242 | 659 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $390,703 | 813 | Shares | Sole | 2026-01-28 | |
| 2025-03-31 | $331,705 | 790 | Shares | Sole | 2025-04-30 | |
| 2023-06-30 | $292,616 | 851 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $283,059 | 851 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $281,961 | 851 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $244,492 | 851 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $261,954 | 851 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $295,152 | 851 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $308,822 | 850 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||