Diversified Portfolios Inc’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	$324K	Hold	700	–	–	0.03%	147
2025 Q4	$336K	Hold	700	–	–	0.03%	144
2025 Q3	$325K	Hold	700	–	–	0.03%	138
2025 Q2	$308K	Hold	700	–	–	0.03%	138
2025 Q1	$294K	Hold	700	–	–	0.03%	126
2024 Q4	$298K	Hold	700	–	–	0.03%	128
2024 Q3	$296K	Sell	700 -115	-14%	-$46.7K	0.03%	122
2024 Q2	$319K	Hold	815	–	–	0.04%	118
2024 Q1	$324K	Hold	815	–	–	0.05%	113
2023 Q4	$307K	Hold	815	–	–	0.05%	113
2023 Q3	$273K	Hold	815	–	–	0.05%	106
2023 Q2	$280K	Hold	815	–	–	0.06%	110
2023 Q1	$271K	Sell	815 -44	-5%	-$14.6K	0.06%	117
2022 Q4	$285K	Hold	859	–	–	0.07%	117
2022 Q3	$247K	Hold	859	–	–	0.07%	119
2022 Q2	$264K	Hold	859	–	–	0.07%	108
2022 Q1	$298K	Hold	859	–	–	0.07%	113
2021 Q4	$312K	Hold	859	–	–	0.08%	108
2021 Q3	$291K	Hold	859	–	–	0.08%	100
2021 Q2	$296K	Hold	859	–	–	0.11%	88
2021 Q1	$284K	Hold	859	–	–	0.09%	84
2020 Q4	$263K	Hold	859	–	–	0.09%	82
2020 Q3	$238K	Hold	859	–	–	0.1%	65
2020 Q2	$222K	Buy	+859	New	+$211K	0.11%	56
2020 Q1	–	Sell	-871	Closed	-$248K	–	55
2019 Q4	$248K	Buy	871 +56	+7%	+$15.4K	0.12%	55
2019 Q3	$219K	Hold	815	–	–	0.11%	55
2019 Q2	$217K	Buy	+815	New	+$213K	0.12%	50
2018 Q4	–	Sell	-815	Closed	-$215K	–	48
2018 Q3	$215K	Buy	+815	New	+$209K	0.12%	49
2018 Q1	–	Sell	-815	Closed	-$202K	–	49
2017 Q4	$202K	Buy	+815	New	+$193K	0.11%	54