Modern 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	$8.48M	Buy	18,225 +685	+4%	+$332K	0.15%	151
2025 Q4	$8.43M	Sell	17,540 -242	-1%	-$114K	0.15%	144
2025 Q3	$8.25M	Buy	17,782 +12,763	+254%	+$5.75M	0.16%	136
2025 Q2	$2.21M	Sell	5,019 -202,709	-98%	-$84.1M	0.05%	256
2025 Q1	$87.2M	Buy	207,728 +47,490	+30%	+$20.5M	2.79%	5
2024 Q4	$68.2M	Buy	160,238 +159,318	+17,317%	+$69M	2.55%	6
2024 Q3	$389K	Sell	920 -247	-21%	-$100K	0.02%	294
2024 Q2	$456K	Sell	1,167 -154,593	-99%	-$60M	0.03%	236
2024 Q1	$62M	Buy	155,760 +104,330	+203%	+$40.2M	5.75%	6
2023 Q4	$19.4M	Buy	+51,430	New	+$18M	2.45%	11