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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aprio Wealth Management's DIA Position: Q2 2026 in Review

Aprio Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.2% in Q2 2026, selling an estimated $5.99K and leaving 1,030 shares worth $538K. The position accounts for 0.03% of the portfolio, ranked #364.

Aprio Wealth Management first reported a position in DIA in Q3 2022 and has held it in 16 quarters since. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Aprio Wealth Management held 1,030 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $538K as of Q2 2026.
Aprio Wealth Management sold 12 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $5.99K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #364 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 16 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 Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.