Graves Light Lenhart Wealth’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 Q2	$2.64M	Hold	5,049	–	–	0.25%	55
2026 Q1	$2.34M	Buy	5,049 +1	+0%	+$484	0.24%	57
2025 Q4	$2.43M	Hold	5,048	–	–	0.26%	57
2025 Q3	$2.34M	Buy	5,048 +397	+9%	+$179K	0.26%	58
2025 Q2	$2.05M	Sell	4,651 -603	-11%	-$250K	0.24%	62
2025 Q1	$2.21M	Buy	5,254 +1	+0%	+$432	0.27%	59
2024 Q4	$2.24M	Buy	5,253 +1	+0%	+$433	0.28%	60
2024 Q3	$2.22M	Sell	5,252 -2,254	-30%	-$916K	0.27%	61
2024 Q2	$2.94M	Buy	7,506 +1	+0%	+$388	0.34%	53
2024 Q1	$2.99M	Hold	7,505	–	–	0.35%	52
2023 Q4	$2.83M	Buy	7,505 +1	+0%	+$349	0.35%	55
2023 Q3	$2.51M	Buy	7,504 +1	+0%	+$347	0.34%	56
2023 Q2	$2.58M	Hold	7,503	–	–	0.35%	57
2023 Q1	$2.5M	Buy	7,503 +1	+0%	+$332	0.39%	53
2022 Q4	$2.49M	Buy	7,502 +1	+0%	+$325	0.38%	57
2022 Q3	$2.15M	Sell	7,501 -103	-1%	-$32.7K	0.36%	59
2022 Q2	$2.34M	Sell	7,604 -33	-0.4%	-$10.8K	0.36%	59
2022 Q1	$2.65M	Buy	7,637 +1	+0%	+$347	0.37%	56
2021 Q4	$2.77M	Hold	7,636	–	–	0.39%	55
2021 Q3	$2.58M	Hold	7,636	–	–	0.41%	53
2021 Q2	$2.63M	Hold	7,636	–	–	0.42%	52
2021 Q1	$2.52M	Buy	7,636 +82	+1%	+$25.9K	0.43%	53
2020 Q4	$2.31M	Hold	7,554	–	–	0.43%	53
2020 Q3	$2.1M	Hold	7,554	–	–	0.46%	49
2020 Q2	$1.95M	Hold	7,554	–	–	0.46%	51
2020 Q1	$1.66M	Buy	7,554 +137	+2%	+$36.4K	0.45%	54
2019 Q4	$2.12M	Hold	7,417	–	–	0.44%	55
2019 Q3	$2.01M	Hold	7,417	–	–	0.44%	56
2019 Q2	$1.97M	Buy	7,417 +34	+0.5%	+$8.88K	0.47%	53
2019 Q1	$1.91M	Hold	7,383	–	–	0.49%	52
2018 Q4	$1.72M	Buy	+7,383	New	+$1.84M	0.51%	50

Other funds holding DIA