Aprio Wealth Management’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	$483K	Buy	1,042 +12	+1%	+$5.81K	0.03%	363
2025 Q4	$495K	Buy	1,030 +44	+4%	+$20.8K	0.03%	322
2025 Q3	$457K	Sell	986 -72	-7%	-$32.5K	0.05%	239
2025 Q2	$466K	Buy	1,058 +73	+7%	+$30.3K	0.05%	201
2025 Q1	$414K	Hold	985	–	–	0.05%	204
2024 Q4	$419K	Buy	985 +3	+0.3%	+$1.3K	0.06%	156
2024 Q3	$416K	Sell	982 -5	-0.5%	-$2.03K	0.07%	143
2024 Q2	$386K	Hold	987	–	–	0.07%	130
2024 Q1	$393K	Sell	987 -99	-9%	-$38.1K	0.08%	119
2023 Q4	$409K	Hold	1,086	–	–	0.09%	108
2023 Q3	$364K	Buy	1,086 +5	+0.5%	+$1.73K	0.1%	101
2023 Q2	$372K	Buy	1,081 +99	+10%	+$33.3K	0.1%	91
2023 Q1	$327K	Hold	982	–	–	0.1%	94
2022 Q4	$325K	Hold	982	–	–	0.11%	84
2022 Q3	$282K	Buy	+982	New	+$312K	0.11%	81