Mather Group’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$409K Sell
929
-1
-0.1% -$441 ﹤0.01% 424
2025
Q1
$391K Buy
930
+94
+11% +$39.5K ﹤0.01% 427
2024
Q4
$356K Hold
836
﹤0.01% 433
2024
Q3
$354K Sell
836
-45
-5% -$19K ﹤0.01% 429
2024
Q2
$350K Sell
881
-13
-1% -$5.17K ﹤0.01% 494
2024
Q1
$337K Hold
894
0.01% 412
2023
Q4
$337K Hold
894
0.01% 426
2023
Q3
$299K Buy
894
+311
+53% +$104K 0.01% 436
2023
Q2
$200K Buy
+583
New +$200K ﹤0.01% 552
2023
Q1
Sell
-741
Closed -$246K 512
2022
Q4
$246K Buy
+741
New +$246K ﹤0.01% 425
2022
Q3
Sell
-771
Closed -$237K 472
2022
Q2
$237K Hold
771
0.01% 342
2022
Q1
$267K Buy
+771
New +$267K 0.01% 366