Stokes Family Office’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	$1.15M	Sell	2,476 -1,150	-32%	-$557K	0.12%	121
2025 Q4	$1.74M	Hold	3,626	–	–	0.16%	101
2025 Q3	$1.68M	Sell	3,626 -461	-11%	-$208K	0.16%	103
2025 Q2	$1.8M	Hold	4,087	–	–	0.19%	93
2025 Q1	$1.72M	Hold	4,087	–	–	0.19%	95
2024 Q4	$1.74M	Hold	4,087	–	–	0.19%	93
2024 Q3	$1.73M	Sell	4,087 -19	-0.5%	-$7.72K	0.19%	92
2024 Q2	$1.61M	Hold	4,106	–	–	0.19%	95
2024 Q1	$1.63M	Buy	4,106 +153	+4%	+$58.9K	0.2%	92
2023 Q4	$1.49M	Sell	3,953 -752	-16%	-$263K	0.2%	90
2023 Q3	$1.58M	Sell	4,705 -286	-6%	-$99.2K	0.19%	100
2023 Q2	$1.72M	Sell	4,991 -226	-4%	-$76.1K	0.2%	89
2023 Q1	$1.74M	Sell	5,217 -89	-2%	-$29.6K	0.22%	86
2022 Q4	$1.76M	Sell	5,306 -17	-0.3%	-$5.53K	0.23%	78
2022 Q3	$1.53M	Sell	5,323 -49	-0.9%	-$15.6K	0.22%	83
2022 Q2	$1.65M	Sell	5,372 -23	-0.4%	-$7.52K	0.23%	83
2022 Q1	$1.87M	Hold	5,395	–	–	0.25%	74
2021 Q4	$1.96M	Hold	5,395	–	–	0.24%	74
2021 Q3	$1.82M	Hold	5,395	–	–	0.25%	73
2021 Q2	$1.86M	Hold	5,395	–	–	0.26%	72
2021 Q1	$1.78M	Sell	5,395 -200	-4%	-$63.1K	0.28%	68
2020 Q4	$1.71M	Buy	5,595 +20	+0.4%	+$5.82K	0.34%	62
2020 Q3	$1.55M	Hold	5,575	–	–	0.35%	60
2020 Q2	$1.44M	Hold	5,575	–	–	0.36%	59
2020 Q1	$1.22M	Hold	5,575	–	–	0.33%	63
2019 Q4	$1.59M	Buy	+5,575	New	+$1.54M	0.35%	59