LM 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	$36.3K	Sell	16,828 -714	-4%	-$346K	0.57%	49
2025 Q4	$36.5K	Sell	17,542 -19,073	-52%	-$9.02M	0.66%	42
2025 Q3	$17M	Buy	36,615 +21,925	+149%	+$9.88M	2.45%	11
2025 Q2	$6.47M	Buy	14,690 +99	+0.7%	+$41.1K	0.83%	18
2025 Q1	$6.13M	Buy	14,591 +1,112	+8%	+$481K	1.1%	17
2024 Q4	$5.75M	Buy	13,479 +261	+2%	+$113K	1.03%	20
2024 Q3	$5.54M	Sell	13,218 -115	-0.9%	-$46.7K	1.13%	18
2024 Q2	$5.17M	Sell	13,333 -200	-1%	-$77.6K	0.01%	39
2024 Q1	$5.34M	Sell	13,533 -680	-5%	-$262K	0.85%	19
2023 Q4	$5.36M	Buy	+14,213	New	+$4.97M	1.08%	17