Aprio Wealth Management
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Aprio Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Aprio Wealth Management’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
Q3 		$546K Buy
1,074
+44
+4% +$23.2K 0.02% 391
2026
Q2 		$538K Sell
1,030
-12
-1% -$5.99K 0.03% 364
2026
Q1 		$483K Buy
1,042
+12
+1% +$5.81K 0.03% 363
2025
Q4 		$495K Buy
1,030
+44
+4% +$20.8K 0.03% 322
2025
Q3 		$457K Sell
986
-72
-7% -$32.5K 0.05% 239
2025
Q2 		$466K Buy
1,058
+73
+7% +$30.3K 0.05% 201
2025
Q1 		$414K Hold
985
– – 0.05% 204
2024
Q4 		$419K Buy
985
+3
+0.3% +$1.3K 0.06% 156
2024
Q3 		$416K Sell
982
-5
-0.5% -$2.03K 0.07% 143
2024
Q2 		$386K Hold
987
– – 0.07% 130
2024
Q1 		$393K Sell
987
-99
-9% -$38.1K 0.08% 119
2023
Q4 		$409K Hold
1,086
– – 0.09% 108
2023
Q3 		$364K Buy
1,086
+5
+0.5% +$1.73K 0.1% 101
2023
Q2 		$372K Buy
1,081
+99
+10% +$33.3K 0.1% 91
2023
Q1 		$327K Hold
982
– – 0.1% 94
2022
Q4 		$325K Hold
982
– – 0.11% 84
2022
Q3 		$282K Buy
+982
New +$312K 0.11% 81

Other funds holding DIA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Aprio Wealth Management's DIA Position: Q3 2026 in Review

Aprio Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.3% in Q3 2026, buying an estimated $23.2K and bringing the position to 1,074 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #391.

Aprio Wealth Management first reported a position in DIA in Q3 2022 and has held it in 17 quarters since. 1,028 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Aprio Wealth Management held 1,074 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $546K as of Q3 2026.
  • Aprio Wealth Management bought 44 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $23.2K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Aprio Wealth Management's portfolio in Q3 2026, its #391 holding.
  • Aprio Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2022 and has held it in 17 quarters since.
  • 1,028 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.