Frank Rimerman 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	$6.35M	Buy	13,700 +114	+0.8%	+$55.2K	0.42%	35
2025 Q4	$6.53M	Sell	13,586 -727	-5%	-$344K	0.41%	38
2025 Q3	$6.64M	Hold	14,313	–	–	0.43%	32
2025 Q2	$6.31M	Sell	14,313 -124	-0.9%	-$51.5K	0.42%	35
2025 Q1	$6.06M	Sell	14,437 -167	-1%	-$72.2K	0.48%	31
2024 Q4	$6.21M	Buy	14,604 +149	+1%	+$64.5K	0.45%	30
2024 Q3	$6.12M	Sell	14,455 -58	-0.4%	-$23.6K	0.43%	33
2024 Q2	$5.68M	Sell	14,513 -77	-0.5%	-$29.9K	0.4%	32
2024 Q1	$5.8M	Buy	14,590 +637	+5%	+$245K	1.12%	16
2023 Q4	$5.26M	Buy	13,953 +342	+3%	+$120K	1.1%	17
2023 Q3	$4.56M	Buy	13,611 +1,454	+12%	+$504K	1.1%	18
2023 Q2	$4.18M	Buy	12,157 +689	+6%	+$232K	1%	19
2023 Q1	$3.81M	Buy	11,468 +1,027	+10%	+$341K	1.05%	18
2022 Q4	$3.46M	Sell	10,441 -1,868	-15%	-$607K	1.08%	17
2022 Q3	$3.54M	Sell	12,309 -77	-0.6%	-$24.5K	1.28%	17
2022 Q2	$3.81M	Sell	12,386 -3,015	-20%	-$986K	1.46%	17
2022 Q1	$5.34M	Sell	15,401 -152	-1%	-$52.7K	1.71%	12
2021 Q4	$5.65M	Sell	15,553 -88	-0.6%	-$31.3K	1.9%	11
2021 Q3	$5.29M	Buy	15,641 +3,985	+34%	+$1.39M	2.04%	11
2021 Q2	$4.02M	Buy	11,656 +304	+3%	+$104K	1.57%	13
2021 Q1	$3.75M	Buy	11,352 +223	+2%	+$70.4K	1.66%	12
2020 Q4	$3.4M	Buy	+11,129	New	+$3.24M	1.54%	13