Sage 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	$501K	Hold	1,082	–	–	0.03%	78
2025 Q4	$520K	Buy	1,082 +332	+44%	+$157K	0.03%	74
2025 Q3	$348K	Hold	750	–	–	0.02%	83
2025 Q2	$330K	Hold	750	–	–	0.02%	83
2025 Q1	$315K	Hold	750	–	–	0.03%	85
2024 Q4	$319K	Hold	750	–	–	0.03%	83
2024 Q3	$317K	Hold	750	–	–	0.03%	86
2024 Q2	$293K	Hold	750	–	–	0.03%	88
2024 Q1	$298K	Hold	750	–	–	0.03%	88
2023 Q4	$283K	Buy	750 +40	+6%	+$14K	0.03%	90
2023 Q3	$238K	Hold	710	–	–	0.03%	93
2023 Q2	$244K	Hold	710	–	–	0.03%	92
2023 Q1	$236K	Hold	710	–	–	0.03%	92
2022 Q4	$235K	Hold	710	–	–	0.03%	89
2022 Q3	$204K	Hold	710	–	–	0.03%	88
2022 Q2	$219K	Buy	+710	New	+$232K	0.03%	86