Apriem Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.92M	Hold	4,150	–	–	0.18%	67
2025 Q4	$1.99M	Hold	4,150	–	–	0.18%	67
2025 Q3	$1.92M	Hold	4,150	–	–	0.18%	68
2025 Q2	$1.83M	Hold	4,150	–	–	0.19%	66
2025 Q1	$1.74M	Hold	4,150	–	–	0.2%	64
2024 Q4	$1.77M	Hold	4,150	–	–	0.2%	63
2024 Q3	$1.76M	Hold	4,150	–	–	0.21%	59
2024 Q2	$1.62M	Hold	4,150	–	–	0.2%	60
2024 Q1	$1.65M	Hold	4,150	–	–	0.21%	57
2023 Q4	$1.56M	Hold	4,150	–	–	0.21%	58
2023 Q3	$1.39M	Hold	4,150	–	–	0.2%	59
2023 Q2	$1.43M	Hold	4,150	–	–	0.21%	59
2023 Q1	$1.38M	Hold	4,150	–	–	0.22%	59
2022 Q4	$1.38M	Hold	4,150	–	–	0.24%	54
2022 Q3	$1.19M	Sell	4,150 -100	-2%	-$31.8K	0.21%	53
2022 Q2	$1.31M	Sell	4,250 -200	-4%	-$65.4K	0.23%	48
2022 Q1	$1.54M	Buy	4,450 +300	+7%	+$104K	0.23%	52
2021 Q4	$1.51M	Hold	4,150	–	–	0.21%	51
2021 Q3	$1.4M	Hold	4,150	–	–	0.2%	50
2021 Q2	$1.43M	Hold	4,150	–	–	0.21%	53
2021 Q1	$1.37M	Buy	+4,150	New	+$1.31M	0.21%	50
2020 Q4	–	Sell	-4,150	Closed	-$1.15M	–	132
2020 Q3	$1.15M	Hold	4,150	–	–	0.21%	48
2020 Q2	$1.07M	Hold	4,150	–	–	0.22%	51
2020 Q1	$910K	Hold	4,150	–	–	0.22%	53
2019 Q4	$1.18M	Hold	4,150	–	–	0.23%	44
2019 Q3	$1.12M	Hold	4,150	–	–	0.25%	50
2019 Q2	$1.1M	Sell	4,150 -355	-8%	-$92.7K	0.35%	49
2019 Q1	$1.17M	Buy	4,505 +355	+9%	+$89.3K	0.31%	44
2018 Q4	$968K	Hold	4,150	–	–	0.34%	51
2018 Q3	$1.1M	Hold	4,150	–	–	0.24%	55
2018 Q2	$1.01M	Buy	+4,150	New	+$1.02M	0.23%	55
2014 Q3	–	Sell	-1,288	Closed	-$216K	–	537
2014 Q2	$216K	Hold	1,288	–	–	0.08%	112
2014 Q1	$212K	Hold	1,288	–	–	0.08%	113
2013 Q4	$213K	Hold	1,288	–	–	0.08%	106
2013 Q3	$194K	Hold	1,288	–	–	0.08%	108
2013 Q2	$191K	Buy	+1,288	New	+$192K	0.09%	103