SPDR Dow Jones Industrial Average ETF shares owned by Appleton Partners
Quarter-by-quarter ownership of SPDR Dow Jones Industrial Average ETF (DIA) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in SPDR Dow Jones Industrial Average ETF
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Quarterly reported holdings in SPDR Dow Jones Industrial Average ETF by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $267k | 632 | 422.47 |
| 2024-06-30 | $271k | 694 | 390.49 |
| 2024-03-31 | $282k | 709 | 397.74 |
| 2023-12-31 | $288k | 765 | 376.47 |
| 2023-09-30 | $282k | 843 | 334.52 |
| 2023-06-30 | $295k | 858 | 343.82 |
| 2023-03-31 | $294k | 883 | 332.96 |
| 2022-12-31 | $309k | 933 | 331.19 |
| 2022-09-30 | $277k | 963 | 287.64 |
| 2022-06-30 | $309k | 1.0k | 308.08 |
| 2022-03-31 | $348k | 1.0k | 346.96 |
| 2021-12-31 | $247k | 680 | 363.24 |
| 2021-09-30 | $230k | 680 | 338.24 |
| 2021-06-30 | $235k | 680 | 345.59 |
| 2021-03-31 | $225k | 680 | 330.88 |
| 2020-12-31 | $205k | 670 | 305.97 |
| 2019-12-31 | $326k | 1.1k | 284.72 |
| 2019-09-30 | $308k | 1.1k | 269.00 |
| 2019-06-30 | $304k | 1.1k | 265.50 |
| 2019-03-31 | $354k | 1.4k | 259.34 |
| 2018-12-31 | $318k | 1.4k | 232.97 |
| 2018-09-30 | $480k | 1.8k | 264.46 |
| 2018-06-30 | $505k | 2.1k | 242.79 |
| 2018-03-31 | $393k | 1.6k | 241.10 |
| 2017-12-31 | $418k | 1.7k | 247.34 |
| 2017-09-30 | $378k | 1.7k | 223.67 |
| 2017-06-30 | $360k | 1.7k | 213.02 |
| 2017-03-31 | $349k | 1.7k | 206.51 |
| 2016-12-31 | $334k | 1.7k | 197.63 |
| 2016-09-30 | $286k | 1.6k | 182.75 |
| 2016-06-30 | $280k | 1.6k | 178.91 |
| 2016-03-31 | $299k | 1.7k | 176.92 |
| 2015-12-31 | $283k | 1.6k | 174.15 |
| 2015-09-30 | $276k | 1.7k | 162.35 |
| 2015-06-30 | $332k | 1.9k | 175.66 |
| 2015-03-31 | $349k | 2.0k | 177.61 |
| 2014-12-31 | $350k | 2.0k | 178.12 |
| 2014-09-30 | $258k | 1.5k | 170.30 |
| 2014-06-30 | $254k | 1.5k | 167.66 |
| 2014-03-31 | $249k | 1.5k | 164.36 |
| 2013-12-31 | $256k | 1.6k | 165.16 |
| 2013-09-30 | $245k | 1.6k | 150.77 |
| 2013-06-30 | $241k | 1.6k | 148.55 |
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