Forvis Mazars Wealth 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	$746K	Buy	1,610 +401	+33%	+$194K	0.01%	241
2025 Q4	$581K	Hold	1,209	–	–	0.01%	267
2025 Q3	$561K	Hold	1,209	–	–	0.01%	267
2025 Q2	$533K	Sell	1,209 -4,060	-77%	-$1.68M	0.01%	275
2025 Q1	$2.21M	Sell	5,269 -39	-0.7%	-$16.9K	0.05%	144
2024 Q4	$2.26M	Buy	5,308 +202	+4%	+$87.4K	0.05%	151
2024 Q3	$2.16M	Sell	5,106 -1,639	-24%	-$666K	0.05%	158
2024 Q2	$2.64M	Sell	6,745 -1,819	-21%	-$706K	0.07%	135
2024 Q1	$3.41M	Buy	8,564 +220	+3%	+$84.8K	0.09%	114
2023 Q4	$3.14M	Sell	8,344 -380	-4%	-$133K	0.09%	116
2023 Q3	$2.92M	Buy	8,724 +4,247	+95%	+$1.47M	0.09%	117
2023 Q2	$1.54M	Sell	4,477 -184	-4%	-$61.9K	0.05%	188
2023 Q1	$1.55M	Sell	4,661 -10	-0.2%	-$3.32K	0.05%	169
2022 Q4	$1.55M	Sell	4,671 -52	-1%	-$16.9K	0.05%	166
2022 Q3	$1.36M	Sell	4,723 -100	-2%	-$31.8K	0.05%	171
2022 Q2	$1.49M	Buy	4,823 +3,803	+373%	+$1.24M	0.06%	158
2022 Q1	$354K	Buy	+1,020	New	+$354K	0.02%	221
2021 Q2	–	Sell	-920	Closed	-$304K	–	267
2021 Q1	$304K	Hold	920	–	–	0.02%	223
2020 Q4	$281K	Buy	+920	New	+$268K	0.01%	298