Ferguson Wellman Capital 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	$541K	Hold	1,168	–	–	0.01%	283
2025 Q4	$561K	Hold	1,168	–	–	0.01%	238
2025 Q3	$542K	Hold	1,168	–	–	0.01%	244
2025 Q2	$515K	Hold	1,168	–	–	0.01%	238
2025 Q1	$490K	Sell	1,168 -333	-22%	-$144K	0.01%	246
2024 Q4	$639K	Buy	1,501 +827	+123%	+$358K	0.01%	217
2024 Q3	$285K	Hold	674	–	–	0.01%	315
2024 Q2	$264K	Hold	674	–	–	0.01%	321
2024 Q1	$268K	Hold	674	–	–	0.01%	327
2023 Q4	$254K	Hold	674	–	–	0.01%	337
2023 Q3	$226K	Hold	674	–	–	0.01%	328
2023 Q2	$232K	Hold	674	–	–	0.01%	333
2023 Q1	$224K	Hold	674	–	–	0.01%	332
2022 Q4	$223K	Buy	+674	New	+$219K	0.01%	325
2022 Q3	–	Sell	-674	Closed	-$207K	–	297
2022 Q2	$207K	Buy	+674	New	+$220K	0.01%	297