NewEdge Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

NewEdge Advisors’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$37.6M	Buy	81,087 +15,151	+23%	+$7.34M	0.14%	153
2025 Q4	$31.7M	Sell	65,936 -9,152	-12%	-$4.33M	0.12%	174
2025 Q3	$34.8M	Buy	75,088 +8,981	+14%	+$4.05M	0.16%	122
2025 Q2	$29.1M	Buy	66,107 +5,393	+9%	+$2.24M	0.15%	133
2025 Q1	$25.5M	Buy	60,714 +1,584	+3%	+$685K	0.15%	139
2024 Q4	$25.2M	Buy	59,130 +2,068	+4%	+$895K	0.15%	140
2024 Q3	$24.1M	Buy	57,062 +4,961	+10%	+$2.02M	0.16%	139
2024 Q2	$20.4M	Sell	52,101 -3,853	-7%	-$1.5M	0.15%	140
2024 Q1	$22.3M	Buy	55,954 +5,401	+11%	+$2.08M	0.19%	113
2023 Q4	$19.1M	Buy	50,553 +12,330	+32%	+$4.31M	0.18%	124
2023 Q3	$12.8M	Buy	38,223 +4,809	+14%	+$1.67M	0.14%	153
2023 Q2	$11.5M	Buy	33,414 +2,490	+8%	+$838K	0.13%	164
2023 Q1	$10.3M	Buy	30,924 +10,256	+50%	+$3.41M	0.13%	169
2022 Q4	$3M	Buy	20,668 +5,129	+33%	+$1.67M	0.08%	262
2022 Q3	$4.46M	Buy	15,539 +9,018	+138%	+$2.87M	0.07%	257
2022 Q2	$2.01M	Buy	+6,521	New	+$2.13M	0.03%	436
2022 Q1	–	Sell	-5,698	Closed	-$2.07M	–	1266
2021 Q4	$2.07M	Buy	5,698 +4,190	+278%	+$1.49M	0.03%	443
2021 Q3	$510K	Buy	1,508 +698	+86%	+$244K	0.01%	740
2021 Q2	$279K	Sell	810 -13	-2%	-$4.44K	0.01%	937
2021 Q1	$272K	Sell	823 -1,030	-56%	-$325K	0.01%	848
2020 Q4	$567K	Buy	1,853 +88	+5%	+$25.6K	0.02%	584
2020 Q3	$490K	Buy	1,765 +554	+46%	+$151K	0.02%	580
2020 Q2	$312K	Buy	1,211 +270	+29%	+$66.4K	0.01%	661
2020 Q1	$206K	Hold	941	–	–	0.01%	700
2019 Q4	$268K	Buy	941 +80	+9%	+$22K	0.01%	690
2019 Q3	$232K	Sell	861 -42	-5%	-$11.2K	0.01%	707
2019 Q2	$240K	Sell	903 -74	-8%	-$19.3K	0.01%	574
2019 Q1	$253K	Sell	977 -1,905	-66%	-$479K	0.02%	567
2018 Q4	$672	Buy	2,882 +811	+39%	+$202K	0.04%	306
2018 Q3	$548K	Buy	2,071 +51	+3%	+$13.1K	0.04%	336
2018 Q2	$490	Buy	2,020 +20	+1%	+$4.91K	0.04%	312
2018 Q1	$472K	Buy	+2,000	New	+$502K	0.05%	281