HB Wealth 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	$5.77M	Sell	12,446 -1,023	-8%	-$496K	0.04%	236
2025 Q4	$6.47M	Sell	13,469 -289	-2%	-$137K	0.04%	220
2025 Q3	$6.38M	Buy	13,758 +5,248	+62%	+$2.37M	0.04%	218
2025 Q2	$3.75M	Sell	8,510 -2,219	-21%	-$921K	0.03%	264
2025 Q1	$4.51M	Buy	10,729 +1,407	+15%	+$609K	0.04%	249
2024 Q4	$3.97M	Sell	9,322 -89	-0.9%	-$38.5K	0.04%	186
2024 Q3	$3.98M	Buy	9,411 +486	+5%	+$197K	0.04%	177
2024 Q2	$3.49M	Buy	8,925 +3,077	+53%	+$1.19M	0.04%	185
2024 Q1	$2.33M	Sell	5,848 -246	-4%	-$94.8K	0.03%	219
2023 Q4	$2.3M	Buy	6,094 +3	+0%	+$1.05K	0.03%	203
2023 Q3	$2.04M	Buy	6,091 +254	+4%	+$88.1K	0.03%	206
2023 Q2	$2.01M	Buy	5,837 +4	+0.1%	+$1.35K	0.03%	201
2023 Q1	$1.94M	Sell	5,833 -1,139	-16%	-$378K	0.03%	196
2022 Q4	$2.31M	Sell	6,972 -3,537	-34%	-$1.15M	0.04%	182
2022 Q3	$3.02M	Sell	10,509 -365	-3%	-$116K	0.06%	140
2022 Q2	$3.35M	Sell	10,874 -220	-2%	-$71.9K	0.07%	135
2022 Q1	$3.85M	Buy	11,094 +1,572	+17%	+$545K	0.07%	125
2021 Q4	$3.46M	Buy	+9,522	New	+$3.38M	0.07%	112