Northern 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 Q1	$4.32M	Buy	9,317 +1,139	+14%	+$552K	3.15%	6
2025 Q4	$3.93M	Sell	8,178 -2,458	-23%	-$1.16M	4.49%	4
2025 Q3	$4.93M	Sell	10,636 -197	-2%	-$88.8K	2.59%	9
2025 Q2	$4.77M	Sell	10,833 -29	-0.3%	-$12K	3.58%	3
2025 Q1	$4.56M	Buy	10,862 +11	+0.1%	+$4.76K	3.77%	2
2024 Q4	$4.62M	Sell	10,851 -1,340	-11%	-$580K	3.69%	3
2024 Q3	$5.16M	Sell	12,191 -94	-0.8%	-$38.2K	3.91%	2
2024 Q2	$4.81M	Sell	12,285 -2,295	-16%	-$891K	3.85%	2
2024 Q1	$5.8M	Sell	14,580 -949	-6%	-$366K	4.53%	2
2023 Q4	$5.85M	Sell	15,529 -1,977	-11%	-$691K	4.93%	2
2023 Q3	$5.86M	Sell	17,506 -332	-2%	-$115K	5.37%	3
2023 Q2	$6.13M	Sell	17,838 -548	-3%	-$184K	5.4%	3
2023 Q1	$6.12M	Buy	18,386 +789	+4%	+$262K	5.76%	2
2022 Q4	$5.79M	Buy	+17,597	New	+$5.72M	6.55%	2