SVB 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 Q1	$389K	Hold	840	–	–	0.03%	286
2025 Q4	$404K	Hold	840	–	–	0.02%	296
2025 Q3	$390K	Hold	840	–	–	0.02%	319
2025 Q2	$370K	Sell	840 -1,591	-65%	-$660K	0.02%	334
2025 Q1	$1.02M	Hold	2,431	–	–	0.04%	159
2024 Q4	$1.03M	Buy	+2,431	New	+$1.05M	0.02%	307
2024 Q3	–	Sell	-2,442	Closed	-$955K	–	167
2024 Q2	$955K	Sell	2,442 -82	-3%	-$31.8K	0.02%	331
2024 Q1	$1M	Buy	2,524 +11	+0.4%	+$4.24K	0.02%	348
2023 Q4	$947K	Sell	2,513 -563	-18%	-$197K	0.02%	345
2023 Q3	$1.03M	Buy	3,076 +575	+23%	+$199K	0.02%	315
2023 Q2	$860K	Sell	2,501 -17	-0.7%	-$5.72K	0.02%	363
2023 Q1	$837K	Buy	2,518 +1,425	+130%	+$473K	0.01%	417
2022 Q4	$362K	Buy	1,093 +17	+2%	+$5.53K	﹤0.01%	667
2022 Q3	$309K	Buy	1,076 +178	+20%	+$56.6K	﹤0.01%	682
2022 Q2	$276K	Hold	898	–	–	﹤0.01%	593
2022 Q1	$310K	Buy	898 +50	+6%	+$17.3K	﹤0.01%	579
2021 Q4	$307K	Sell	848 -4	-0.5%	-$1.42K	0.01%	571
2021 Q3	$288K	Buy	852 +11	+1%	+$3.84K	﹤0.01%	806
2021 Q2	$290K	Buy	841 +14	+2%	+$4.78K	﹤0.01%	770
2021 Q1	$273K	Hold	827	–	–	﹤0.01%	727
2020 Q4	$252K	Hold	827	–	–	﹤0.01%	680
2020 Q3	$229K	Sell	827 -40	-5%	-$10.9K	﹤0.01%	598
2020 Q2	$223K	Buy	867 +790	+1,026%	+$194K	﹤0.01%	521
2020 Q1	$16K	Sell	77 -790	-91%	-$210K	﹤0.01%	539
2019 Q4	$247K	Buy	867 +77	+10%	+$21.2K	﹤0.01%	534
2019 Q3	$213K	Hold	790	–	–	﹤0.01%	484
2019 Q2	$210K	Buy	+790	New	+$206K	0.01%	494