Merit Financial Group’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	$8.7M	Sell	18,776 -5,696	-23%	-$2.76M	0.06%	255
2025 Q4	$11.8M	Buy	24,472 +797	+3%	+$377K	0.09%	178
2025 Q3	$11M	Buy	23,675 +334	+1%	+$151K	0.1%	164
2025 Q2	$10.3M	Buy	23,341 +18,271	+360%	+$7.58M	0.11%	144
2025 Q1	$2.13M	Buy	5,070 +105	+2%	+$45.4K	0.03%	406
2024 Q4	$2.11M	Buy	4,965 +287	+6%	+$124K	0.04%	345
2024 Q3	$1.98M	Buy	4,678 +2,982	+176%	+$1.21M	0.04%	274
2024 Q2	$663K	Sell	1,696 -117	-6%	-$45.4K	0.01%	515
2024 Q1	$701K	Sell	1,813 -381	-17%	-$147K	0.02%	496
2023 Q4	$827K	Sell	2,194 -1,673	-43%	-$585K	0.03%	361
2023 Q3	$1.3M	Buy	3,867 +991	+34%	+$344K	0.04%	279
2023 Q2	$989K	Buy	2,876 +2,158	+301%	+$726K	0.03%	340
2023 Q1	$239K	Sell	718 -1,153	-62%	-$383K	0.01%	558
2022 Q4	$620K	Buy	1,871 +800	+75%	+$260K	0.02%	381
2022 Q3	$308K	Buy	1,071 +34	+3%	+$10.8K	0.01%	431
2022 Q2	$319K	Sell	1,037 -1,473	-59%	-$482K	0.01%	437
2022 Q1	$870K	Buy	+2,510	New	+$871K	0.05%	165