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Appleton Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Appleton Partners’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 		$673K Hold
1,289
– – 0.04% 177
2026
Q1 		$597K Hold
1,289
– – 0.04% 175
2025
Q4 		$619K Hold
1,289
– – 0.04% 172
2025
Q3 		$598K Hold
1,289
– – 0.04% 170
2025
Q2 		$568K Sell
1,289
-1,143
-47% -$474K 0.04% 174
2025
Q1 		$1.02M Buy
2,432
+1,850
+318% +$800K 0.08% 129
2024
Q4 		$248K Sell
582
-50
-8% -$21.6K 0.02% 231
2024
Q3 		$267K Sell
632
-62
-9% -$25.2K 0.02% 230
2024
Q2 		$271K Sell
694
-15
-2% -$5.82K 0.02% 227
2024
Q1 		$282K Sell
709
-56
-7% -$21.6K 0.02% 235
2023
Q4 		$288K Sell
765
-78
-9% -$27.3K 0.02% 253
2023
Q3 		$282K Sell
843
-15
-2% -$5.2K 0.03% 248
2023
Q2 		$295K Sell
858
-25
-3% -$8.41K 0.02% 245
2023
Q1 		$294K Sell
883
-50
-5% -$16.6K 0.03% 254
2022
Q4 		$309K Sell
933
-30
-3% -$9.75K 0.03% 249
2022
Q3 		$277K Sell
963
-40
-4% -$12.7K 0.03% 249
2022
Q2 		$309K Hold
1,003
– – 0.03% 243
2022
Q1 		$348K Buy
1,003
+323
+48% +$112K 0.03% 245
2021
Q4 		$247K Hold
680
– – 0.02% 282
2021
Q3 		$230K Hold
680
– – 0.02% 275
2021
Q2 		$235K Hold
680
– – 0.02% 273
2021
Q1 		$225K Buy
680
+10
+1% +$3.16K 0.02% 268
2020
Q4 		$205K Buy
+670
New +$195K 0.02% 269
2020
Q1 		– Sell
-1,145
Closed -$326K – 264
2019
Q4 		$326K Hold
1,145
– – 0.04% 231
2019
Q3 		$308K Hold
1,145
– – 0.04% 230
2019
Q2 		$304K Sell
1,145
-220
-16% -$57.4K 0.04% 234
2019
Q1 		$354K Hold
1,365
– – 0.05% 206
2018
Q4 		$318K Sell
1,365
-450
-25% -$112K 0.05% 205
2018
Q3 		$480K Sell
1,815
-265
-13% -$67.8K 0.06% 191
2018
Q2 		$505K Buy
2,080
+450
+28% +$110K 0.07% 186
2018
Q1 		$393K Sell
1,630
-60
-4% -$15.1K 0.06% 200
2017
Q4 		$418K Hold
1,690
– – 0.06% 193
2017
Q3 		$378K Hold
1,690
– – 0.06% 182
2017
Q2 		$360K Hold
1,690
– – 0.06% 186
2017
Q1 		$349K Hold
1,690
– – 0.06% 182
2016
Q4 		$334K Buy
1,690
+125
+8% +$23.6K 0.07% 171
2016
Q3 		$286K Hold
1,565
– – 0.05% 181
2016
Q2 		$280K Sell
1,565
-125
-7% -$22.2K 0.06% 178
2016
Q1 		$299K Buy
1,690
+65
+4% +$10.8K 0.06% 177
2015
Q4 		$283K Sell
1,625
-75
-4% -$13.1K 0.06% 187
2015
Q3 		$276K Sell
1,700
-190
-10% -$32.4K 0.06% 177
2015
Q2 		$332K Sell
1,890
-75
-4% -$13.5K 0.07% 148
2015
Q1 		$349K Hold
1,965
– – 0.08% 145
2014
Q4 		$350K Buy
1,965
+450
+30% +$78K 0.08% 142
2014
Q3 		$258K Hold
1,515
– – 0.06% 159
2014
Q2 		$254K Hold
1,515
– – 0.06% 158
2014
Q1 		$249K Sell
1,515
-35
-2% -$5.65K 0.06% 156
2013
Q4 		$256K Sell
1,550
-75
-5% -$11.8K 0.06% 146
2013
Q3 		$245K Hold
1,625
– – 0.07% 143
2013
Q2 		$241K Buy
+1,625
New +$243K 0.07% 132

Other funds holding DIA

AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 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
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Appleton Partners's DIA Position: Q2 2026 in Review

Appleton Partners held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,289 shares worth $673K. The position accounts for 0.04% of the portfolio, ranked #177.

Appleton Partners first reported a position in DIA in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.02M in Q1 2025. 395 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Appleton Partners held 1,289 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $673K as of Q2 2026.
  • Appleton Partners left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Appleton Partners's portfolio in Q2 2026, its #177 holding.
  • Appleton Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 50 quarters since.
  • Appleton Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.02M in Q1 2025.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.