HM Payson & Co’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	$343K	Hold	740	–	–	﹤0.01%	350
2025 Q4	$356K	Hold	740	–	–	0.01%	341
2025 Q3	$343K	Buy	740 +200	+37%	+$90.1K	﹤0.01%	348
2025 Q2	$238K	Hold	540	–	–	﹤0.01%	383
2025 Q1	$227K	Buy	540 +100	+23%	+$43.2K	﹤0.01%	391
2024 Q4	$187K	Hold	440	–	–	﹤0.01%	436
2024 Q3	$186K	Hold	440	–	–	﹤0.01%	429
2024 Q2	$172K	Hold	440	–	–	﹤0.01%	424
2024 Q1	$175K	Buy	440 +80	+22%	+$30.8K	﹤0.01%	428
2023 Q4	$136K	Sell	360 -360	-50%	-$126K	﹤0.01%	447
2023 Q3	$241K	Buy	+720	New	+$250K	0.01%	348
2022 Q1	–	Sell	-23	Closed	-$8K	–	1072
2021 Q4	$8K	Buy	+23	New	+$8.17K	﹤0.01%	894