Modera Wealth Management’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	$1.5M	Buy	3,235 +50	+2%	+$24.2K	0.02%	287
2025 Q4	$1.53M	Sell	3,185 -475	-13%	-$225K	0.02%	291
2025 Q3	$1.7M	Sell	3,660 -182	-5%	-$82K	0.02%	274
2025 Q2	$1.69M	Buy	3,842 +236	+7%	+$97.9K	0.02%	276
2025 Q1	$1.51M	Sell	3,606 -280	-7%	-$121K	0.02%	275
2024 Q4	$1.65M	Buy	3,886 +1,263	+48%	+$547K	0.02%	267
2024 Q3	$1.11M	Sell	2,623 -266	-9%	-$108K	0.01%	299
2024 Q2	$1.13M	Sell	2,889 -150	-5%	-$58.2K	0.02%	279
2024 Q1	$1.21M	Buy	3,039 +58	+2%	+$22.3K	0.02%	275
2023 Q4	$1.12M	Buy	2,981 +349	+13%	+$122K	0.02%	282
2023 Q3	$882K	Sell	2,632 -382	-13%	-$132K	0.02%	295
2023 Q2	$1.04M	Buy	3,014 +2,382	+377%	+$802K	0.02%	293
2023 Q1	$210K	Hold	632	–	–	0.01%	331
2022 Q4	$209K	Buy	+632	New	+$205K	0.01%	327
2022 Q2	–	Sell	-1,604	Closed	-$556K	–	344
2022 Q1	$556K	Buy	1,604 +202	+14%	+$70.1K	0.02%	194
2021 Q4	$509K	Buy	1,402 +770	+122%	+$274K	0.02%	271
2021 Q3	$214K	Sell	632 -59	-9%	-$20.6K	0.01%	252
2021 Q2	$238K	Buy	691 +77	+13%	+$26.3K	0.01%	207
2021 Q1	$203K	Buy	+614	New	+$194K	0.01%	222