Aprio Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1803519
ATLANTA, GA
Position in DIA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$538,061
+$55,418 QoQ
Shares Held
1,030
-1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#823
of 1,431 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,061 | 1,030 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $482,643 | 1,042 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $494,987 | 1,030 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $457,247 | 986 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $466,207 | 1,058 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $413,581 | 985 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $419,117 | 985 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $415,503 | 982 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $386,045 | 987 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $392,589 | 987 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $409,280 | 1,086 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $363,755 | 1,086 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $371,701 | 1,081 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $326,632 | 982 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $325,366 | 982 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $282,128 | 982 | Shares | Sole | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||