Apriem Advisors
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1425165
IRVINE, CA
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,167,918
+$245,680 QoQ
Shares Held
4,150
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#385
of 1,432 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,167,918 | 4,150 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,922,238 | 4,150 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,994,365 | 4,150 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,924,521 | 4,150 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,828,697 | 4,150 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,742,502 | 4,150 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,765,825 | 4,150 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,755,948 | 4,150 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,623,189 | 4,150 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,650,704 | 4,150 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,564,010 | 4,150 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,390,042 | 4,150 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,426,977 | 4,150 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,380,373 | 4,150 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,375,019 | 4,150 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,192,295 | 4,150 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,308,235 | 4,250 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,543,393 | 4,450 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,507,778 | 4,150 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,403,903 | 4,150 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,431,542 | 4,150 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,370,247 | 4,150 | Shares | Sole | 2021-05-10 | |
| 2020-09-30 | $1,151,625 | 4,150 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,070,160 | 4,150 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $909,804 | 4,150 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||