Bradley Foster & Sargent’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	$1.58M	Buy	3,419 +2	+0.1%	+$969	0.02%	249
2025 Q4	$1.64M	Buy	3,417 +43	+1%	+$20.3K	0.02%	242
2025 Q3	$1.56M	Buy	3,374 +3	+0.1%	+$1.35K	0.02%	248
2025 Q2	$1.49M	Sell	3,371 -63	-2%	-$26.1K	0.02%	250
2025 Q1	$1.44M	Buy	3,434 +4	+0.1%	+$1.73K	0.02%	233
2024 Q4	$1.46M	Sell	3,430 -27	-0.8%	-$11.7K	0.02%	240
2024 Q3	$1.46M	Buy	3,457 +2	+0.1%	+$813	0.02%	242
2024 Q2	$1.35M	Buy	3,455 +3	+0.1%	+$1.17K	0.02%	239
2024 Q1	$1.37M	Buy	3,452 +3	+0.1%	+$1.16K	0.02%	239
2023 Q4	$1.3M	Sell	3,449 -1,449	-30%	-$506K	0.03%	248
2023 Q3	$1.68M	Hold	4,898	–	–	0.04%	219
2023 Q2	$1.68M	Buy	4,898 +1,430	+41%	+$481K	0.04%	219
2023 Q1	$1.15M	Sell	3,468 -7	-0.2%	-$2.33K	0.03%	235
2022 Q4	$1.15M	Buy	3,475 +4	+0.1%	+$1.3K	0.03%	233
2022 Q3	$997K	Buy	3,471 +3	+0.1%	+$954	0.03%	231
2022 Q2	$1.07M	Buy	3,468 +4	+0.1%	+$1.31K	0.03%	233
2022 Q1	$1.2M	Sell	3,464 -76	-2%	-$26.4K	0.03%	248
2021 Q4	$1.29M	Buy	+3,540	New	+$1.26M	0.03%	226