Mayflower Financial 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 Q2	$885K	Sell	1,694 -69	-4%	-$34.5K	0.08%	212
2026 Q1	$817K	Hold	1,763	–	–	0.1%	195
2025 Q4	$847K	Sell	1,763 -853	-33%	-$404K	0.1%	176
2025 Q3	$1.21M	Sell	2,616 -106	-4%	-$47.8K	0.15%	137
2025 Q2	$1.2M	Hold	2,722	–	–	0.17%	130
2025 Q1	$1.14M	Hold	2,722	–	–	0.17%	128
2024 Q4	$1.16M	Sell	2,722 -1	-0%	-$433	0.17%	121
2024 Q3	$1.15M	Hold	2,723	–	–	0.17%	124
2024 Q2	$1.07M	Sell	2,723 -142	-5%	-$55.1K	0.18%	123
2024 Q1	$1.14M	Sell	2,865 -20	-0.7%	-$7.71K	0.19%	117
2023 Q4	$1.09M	Hold	2,885	–	–	0.15%	128
2023 Q3	$966K	Sell	2,885 -254	-8%	-$88.1K	0.14%	126
2023 Q2	$1.08M	Hold	3,139	–	–	0.14%	127
2023 Q1	$1.04M	Sell	3,139 -30	-0.9%	-$9.97K	0.14%	126
2022 Q4	$1.05M	Hold	3,169	–	–	0.15%	122
2022 Q3	$911K	Sell	3,169 -2,206	-41%	-$701K	0.15%	112
2022 Q2	$1.66M	Sell	5,375 -9	-0.2%	-$2.94K	0.25%	81
2022 Q1	$1.87M	Sell	5,384 -20	-0.4%	-$6.94K	0.25%	73
2021 Q4	$1.96M	Sell	5,404 -91	-2%	-$32.3K	0.26%	70
2021 Q3	$1.95M	Sell	5,495 -21	-0.4%	-$7.33K	0.26%	70
2021 Q2	$1.9M	Buy	5,516 +2,119	+62%	+$723K	0.27%	68
2021 Q1	$1.12M	Sell	3,397 -2	-0.1%	-$631	0.17%	89
2020 Q4	$1.04M	Buy	+3,399	New	+$989K	0.18%	84

Other funds holding DIA