Avantax Advisory Services’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
2025 Q2	$24.8M	Buy	56,270 +4,465	+9%	+$1.85M	0.14%	113
2025 Q1	$21.8M	Buy	51,805 +1,374	+3%	+$594K	0.13%	124
2024 Q4	$21.5M	Buy	50,431 +1,504	+3%	+$651K	0.13%	114
2024 Q3	$20.7M	Buy	48,927 +1,585	+3%	+$644K	0.14%	115
2024 Q2	$18.5M	Buy	47,342 +1,338	+3%	+$519K	0.13%	116
2024 Q1	$18.3M	Buy	46,004 +1,037	+2%	+$400K	0.16%	100
2023 Q4	$16.9M	Sell	44,967 -103	-0.2%	-$36K	0.17%	102
2023 Q3	$15.1M	Buy	45,070 +8,721	+24%	+$3.02M	0.17%	102
2023 Q2	$12.5M	Buy	36,349 +503	+1%	+$169K	0.14%	118
2023 Q1	$11.9M	Buy	35,846 +1,842	+5%	+$612K	0.15%	115
2022 Q4	$11.3M	Buy	34,004 +915	+3%	+$297K	0.15%	118
2022 Q3	$9.51M	Buy	33,089 +412	+1%	+$131K	0.15%	112
2022 Q2	$10.1M	Sell	32,677 -8,575	-21%	-$2.8M	0.15%	103
2022 Q1	$14.3M	Buy	41,252 +11,145	+37%	+$3.87M	0.2%	81
2021 Q4	$10.9M	Buy	30,107 +268	+0.9%	+$95.2K	0.16%	99
2021 Q3	$10.1M	Buy	29,839 +1,775	+6%	+$620K	0.17%	97
2021 Q2	$9.68M	Buy	28,064 +366	+1%	+$125K	0.18%	95
2021 Q1	$9.15M	Buy	27,698 +1,654	+6%	+$522K	0.2%	90
2020 Q4	$7.96M	Sell	26,044 -21,237	-45%	-$6.18M	0.19%	90
2020 Q3	$13.1M	Buy	47,281 +22,991	+95%	+$6.28M	0.21%	83
2020 Q2	$6.27M	Buy	24,290 +121	+0.5%	+$29.8K	0.18%	89
2020 Q1	$5.3M	Buy	24,169 +3,640	+18%	+$967K	0.16%	96
2019 Q4	$5.86M	Buy	20,529 +15,539	+311%	+$4.28M	0.14%	101
2019 Q3	$1.34M	Buy	4,990 +305	+7%	+$81.4K	0.05%	173
2019 Q2	$1.25M	Buy	4,685 +2,363	+102%	+$617K	0.05%	163
2019 Q1	$602K	Sell	2,322 -1,669	-42%	-$420K	0.03%	249
2018 Q4	$933K	Buy	+3,991	New	+$996K	0.16%	137