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
Q2 | $2.17M | Hold |
4,150
| – | – | 0.19% | 73 |
|
|
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 |
|
Other funds holding DIA
Apriem Advisors's DIA Position: Q2 2026 in Review
Apriem Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 4,150 shares worth $2.17M. The position accounts for 0.19% of the portfolio, ranked #73.
Apriem Advisors first reported a position in DIA in Q2 2013 and has held it in 37 quarters since. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.
- Apriem Advisors held 4,150 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.17M as of Q2 2026.
- Apriem Advisors 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 0.19% of Apriem Advisors's portfolio in Q2 2026, its #73 holding.
- Apriem Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 37 quarters since.
- 1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.
Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.