Aspiriant LLC’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 | $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
