Welch & Forbes’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	$422K	Hold	911	–	–	0.01%	295
2025 Q4	$438K	Hold	911	–	–	0.01%	286
2025 Q3	$422K	Hold	911	–	–	0.01%	291
2025 Q2	$401K	Hold	911	–	–	0.01%	294
2025 Q1	$383K	Hold	911	–	–	0.01%	293
2024 Q4	$388K	Hold	911	–	–	0.01%	303
2024 Q3	$385K	Hold	911	–	–	﹤0.01%	312
2024 Q2	$356K	Hold	911	–	–	﹤0.01%	315
2024 Q1	$362K	Sell	911 -129	-12%	-$49.7K	0.01%	318
2023 Q4	$392K	Hold	1,040	–	–	0.01%	308
2023 Q3	$348K	Hold	1,040	–	–	0.01%	313
2023 Q2	$358K	Hold	1,040	–	–	0.01%	312
2023 Q1	$346K	Hold	1,040	–	–	0.01%	311
2022 Q4	$345K	Hold	1,040	–	–	0.01%	316
2022 Q3	$299K	Hold	1,040	–	–	0.01%	323
2022 Q2	$320K	Hold	1,040	–	–	0.01%	320
2022 Q1	$361K	Hold	1,040	–	–	0.01%	319
2021 Q4	$378K	Sell	1,040 -40	-4%	-$14.2K	0.01%	315
2021 Q3	$366K	Buy	1,080 +40	+4%	+$14K	0.01%	317
2021 Q2	$359K	Hold	1,040	–	–	0.01%	327
2021 Q1	$343K	Hold	1,040	–	–	0.01%	326
2020 Q4	$318K	Buy	+1,040	New	+$303K	0.01%	327