Aspiriant LLC’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Aspiriant LLC’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	$396K	Hold	758	–	–	0.01%	282
2026 Q1	$351K	Sell	758 -159	-17%	-$77K	0.01%	256
2025 Q4	$441K	Buy	917 +159	+21%	+$75.2K	0.01%	233
2025 Q3	$352K	Hold	758	–	–	0.01%	231
2025 Q2	$334K	Hold	758	–	–	0.01%	238
2025 Q1	$318K	Hold	758	–	–	0.01%	231
2024 Q4	$323K	Hold	758	–	–	0.01%	230
2024 Q3	$321K	Hold	758	–	–	0.01%	228
2024 Q2	$296K	Hold	758	–	–	0.01%	232
2024 Q1	$302K	Hold	758	–	–	0.01%	247
2023 Q4	$286K	Hold	758	–	–	0.01%	250
2023 Q3	$254K	Hold	758	–	–	0.01%	243
2023 Q2	$261K	Hold	758	–	–	0.01%	245
2023 Q1	$252K	Hold	758	–	–	0.01%	238
2022 Q4	$251K	Sell	758 -296	-28%	-$96.2K	0.01%	236
2022 Q3	$302K	Buy	1,054 +73	+7%	+$23.2K	0.01%	210
2022 Q2	$302K	Hold	981	–	–	0.01%	209
2022 Q1	$340K	Sell	981 -7	-0.7%	-$2.43K	0.02%	213
2021 Q4	$359K	Hold	988	–	–	0.02%	210
2021 Q3	$334K	Sell	988 -60	-6%	-$21K	0.02%	185
2021 Q2	$361K	Hold	1,048	–	–	0.02%	185
2021 Q1	$347K	Buy	1,048 +327	+45%	+$103K	0.02%	170
2020 Q4	$220K	Hold	721	–	–	0.02%	193
2020 Q3	$200K	Buy	+721	New	+$197K	0.02%	211
2020 Q1	–	Sell	-721	Closed	-$205K	–	196
2019 Q4	$205K	Buy	+721	New	+$199K	0.02%	194

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

Aspiriant LLC's DIA Position: Q2 2026 in Review

Aspiriant LLC held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 758 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #282.

Aspiriant LLC first reported a position in DIA in Q4 2019 and has held it in 25 quarters since. The position peaked at $441K in Q4 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Aspiriant LLC held 758 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $396K as of Q2 2026.
Aspiriant LLC 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 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #282 holding.
Aspiriant LLC first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 25 quarters since.
Aspiriant LLC's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $441K in Q4 2025.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.