Johnson Financial Group Inc (Wisconsin)’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	$694K	Hold	1,495	–	–	0.03%	206
2025 Q4	$720K	Sell	1,495 -15	-1%	-$7.1K	0.03%	197
2025 Q3	$702K	Hold	1,510	–	–	0.03%	212
2025 Q2	$667K	Hold	1,510	–	–	0.03%	192
2025 Q1	$635K	Hold	1,510	–	–	0.03%	199
2024 Q4	$673K	Hold	1,510	–	–	0.03%	182
2024 Q3	$641K	Hold	1,510	–	–	0.03%	202
2024 Q2	$592K	Sell	1,510 -16	-1%	-$6.21K	0.03%	188
2024 Q1	$608K	Sell	1,526 -30	-2%	-$11.6K	0.03%	166
2023 Q4	$588K	Sell	1,556 -15	-1%	-$5.24K	0.03%	165
2023 Q3	$528K	Hold	1,571	–	–	0.04%	167
2023 Q2	$540K	Sell	1,571 -25	-2%	-$8.41K	0.04%	173
2023 Q1	$531K	Sell	1,596 -16	-1%	-$5.32K	0.04%	176
2022 Q4	$534K	Hold	1,612	–	–	0.04%	157
2022 Q3	$522K	Buy	1,612 +162	+11%	+$51.5K	0.05%	156
2022 Q2	$446K	Hold	1,450	–	–	0.03%	189
2022 Q1	$503K	Hold	1,450	–	–	0.04%	193
2021 Q4	$527K	Hold	1,450	–	–	0.03%	191
2021 Q3	$491K	Hold	1,450	–	–	0.03%	186
2021 Q2	$500K	Hold	1,450	–	–	0.03%	184
2021 Q1	$479K	Buy	+1,450	New	+$458K	0.03%	182
2016 Q3	–	Hold	0	–	–	–	719
2016 Q2	–	Hold	0	–	–	–	770