Crewe Advisors’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	$436K	Sell	941 -6	-0.6%	-$2.91K	0.04%	141
2025 Q4	$455K	Sell	947 -193	-17%	-$91.3K	0.04%	135
2025 Q3	$529K	Buy	1,140 +154	+16%	+$69.4K	0.05%	118
2025 Q2	$434K	Sell	986 -76	-7%	-$31.5K	0.06%	101
2025 Q1	$446K	Hold	1,062	–	–	0.06%	85
2024 Q4	$452K	Hold	1,062	–	–	0.06%	82
2024 Q3	$449K	Buy	1,062 +1	+0.1%	+$406	0.05%	89
2024 Q2	$415K	Hold	1,061	–	–	0.05%	117
2024 Q1	$422K	Hold	1,061	–	–	0.05%	112
2023 Q4	$400K	Hold	1,061	–	–	0.06%	55
2023 Q3	$355K	Hold	1,061	–	–	0.06%	56
2023 Q2	$365K	Hold	1,061	–	–	0.05%	96
2023 Q1	$353K	Hold	1,061	–	–	0.05%	107
2022 Q4	$352K	Buy	1,061 +275	+35%	+$89.4K	0.06%	99
2022 Q3	$226K	Hold	786	–	–	0.04%	130
2022 Q2	$242K	Hold	786	–	–	0.05%	112
2022 Q1	$273K	Hold	786	–	–	0.05%	84
2021 Q4	$286K	Hold	786	–	–	0.06%	64
2021 Q3	$266K	Hold	786	–	–	0.06%	55
2021 Q2	$271K	Hold	786	–	–	0.07%	52
2021 Q1	$260K	Hold	786	–	–	0.06%	50
2020 Q4	$240K	Hold	786	–	–	0.1%	51
2020 Q3	$218K	Hold	786	–	–	0.1%	46
2020 Q2	$203K	Hold	786	–	–	0.1%	50
2020 Q1	$172K	Hold	786	–	–	0.1%	47
2019 Q4	$224K	Hold	786	–	–	0.1%	51
2019 Q3	$212K	Hold	786	–	–	0.1%	53
2019 Q2	$209K	Hold	786	–	–	0.07%	82
2019 Q1	$204K	Hold	786	–	–	0.06%	58
2018 Q4	$183K	Hold	786	–	–	0.06%	60
2018 Q3	$208K	Hold	786	–	–	0.18%	54
2018 Q2	$191K	Hold	786	–	–	0.18%	55
2018 Q1	$190K	Buy	+786	New	+$197K	0.19%	52