SteelPeak Wealth’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 Q2	$28.9M	Sell	55,198 -8,671	-14%	-$4.33M	0.76%	27
2026 Q1	$29.6M	Buy	63,869 +3,293	+5%	+$1.6M	0.93%	24
2025 Q4	$29.2M	Buy	60,576 +3,066	+5%	+$1.45M	0.96%	25
2025 Q3	$26.7M	Sell	57,510 -3,717	-6%	-$1.68M	0.9%	25
2025 Q2	$27.1M	Buy	61,227 +9,769	+19%	+$4.05M	1.06%	24
2025 Q1	$21.6M	Buy	51,458 +3,253	+7%	+$1.41M	0.92%	26
2024 Q4	$20.6M	Buy	48,205 +5,046	+12%	+$2.18M	0.85%	23
2024 Q3	$18.3M	Buy	43,159 +1,687	+4%	+$685K	0.81%	28
2024 Q2	$16.3M	Buy	41,472 +8,997	+28%	+$3.49M	0.77%	30
2024 Q1	$12.9M	Buy	32,475 +5,557	+21%	+$2.14M	0.66%	37
2023 Q4	$10.2M	Buy	26,918 +14,893	+124%	+$5.2M	0.59%	43
2023 Q3	$4.04M	Sell	12,025 -54,782	-82%	-$19M	0.26%	81
2023 Q2	$23M	Buy	66,807 +38,067	+132%	+$12.8M	1.38%	16
2023 Q1	$9.58M	Buy	28,740 +5,173	+22%	+$1.72M	0.65%	48
2022 Q4	$7.83M	Buy	23,567 +812	+4%	+$264K	0.58%	50
2022 Q3	$6.55M	Sell	22,755 -2,840	-11%	-$903K	0.5%	56
2022 Q2	$7.9M	Buy	25,595 +4,803	+23%	+$1.57M	0.57%	50
2022 Q1	$7.21M	Sell	20,792 -74,240	-78%	-$25.8M	0.44%	59
2021 Q4	$34.5M	Buy	95,032 +82,816	+678%	+$29.4M	2.08%	12
2021 Q3	$4.13M	Sell	12,216 -1,413	-10%	-$494K	0.28%	77
2021 Q2	$4.7M	Sell	13,629 -19,550	-59%	-$6.67M	0.34%	73
2021 Q1	$11M	Sell	33,179 -29,459	-47%	-$9.3M	0.89%	33
2020 Q4	$19.2M	Buy	62,638 +38,418	+159%	+$11.2M	1.75%	12
2020 Q3	$6.72M	Buy	24,220 +2,948	+14%	+$805K	0.73%	34
2020 Q2	$5.49M	Buy	21,272 +9,892	+87%	+$2.43M	0.7%	37
2020 Q1	$2.5M	Sell	11,380 -4,742	-29%	-$1.26M	0.4%	65
2019 Q4	$4.6M	Buy	+16,122	New	+$4.44M	0.63%	44

Other funds holding DIA