Selective 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	$877K	Sell	1,796 -394	-18%	-$191K	0.26%	45
2025 Q4	$1.08M	Buy	2,190 +2	+0.1%	+$946	0.34%	37
2025 Q3	$1.02M	Hold	2,188	–	–	0.33%	38
2025 Q2	$972K	Buy	2,188 +1	+0%	+$415	0.36%	35
2025 Q1	$879K	Sell	2,187 -36	-2%	-$15.6K	0.38%	39
2024 Q4	$945K	Buy	2,223 +58	+3%	+$25.1K	0.38%	38
2024 Q3	$911K	Hold	2,165	–	–	0.38%	38
2024 Q2	$851K	Buy	2,165 +1	+0%	+$388	0.37%	41
2024 Q1	$832K	Buy	2,164 +1	+0%	+$385	0.36%	39
2023 Q4	$810K	Sell	2,163 -107	-5%	-$37.4K	0.41%	33
2023 Q3	$751K	Buy	2,270 +112	+5%	+$38.8K	0.41%	33
2023 Q2	$733K	Buy	+2,158	New	+$726K	0.37%	37
2022 Q4	$683K	Sell	2,048 -386	-16%	-$125K	0.36%	42
2022 Q3	$699K	Sell	2,434 -105	-4%	-$33.4K	0.3%	49
2022 Q2	$782K	Buy	2,539 +905	+55%	+$296K	0.28%	55
2022 Q1	$567K	Sell	1,634 -141	-8%	-$48.9K	0.21%	57
2021 Q4	$645K	Buy	1,775 +1,675	+1,675%	+$595K	0.26%	50
2021 Q3	$34K	Buy	+100	New	+$34.9K	0.02%	303