SPDR DOW JONES INDL AVERAGE

Ticker: DIA CUSIP: 78467X109 Class: UT SER 1

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 571 Value ($000) $275 Avg Close Range
Q3 2025
Shares 561 Value ($000) $260 Avg Close Range
Q2 2025
Shares 723 Value ($000) $319 Avg Close Range
Q1 2025
Shares 1,577 Value ($000) $662 Avg Close Range
Q4 2024
Shares 1,577 Value ($000) $671 Avg Close Range
Q3 2024
Shares 1,787 Value ($000) $756 Avg Close Range
Q2 2024
Shares 1,795 Value ($000) $702 Avg Close Range
Q1 2024
Shares 1,794 Value ($000) $714 Avg Close Range
Q4 2023
Shares 1,782 Value ($000) $671 Avg Close Range
Q3 2023
Shares 1,781 Value ($000) $596 Avg Close Range
Q2 2023
Shares 1,790 Value ($000) $615 Avg Close Range
Q1 2023
Shares 1,789 Value ($000) $595 Avg Close Range
Q4 2022
Shares 2,069 Value ($000) $686 Avg Close Range
Q3 2022
Shares 1,584 Value ($000) $455 Avg Close Range
Q2 2022
Shares 1,584 Value ($000) $488 Avg Close Range
Q1 2022
Shares 1,584 Value ($000) $549 Avg Close Range
Q4 2021
Shares 1,863 Value ($000) $677 Avg Close Range
Q3 2021
Shares 1,862 Value ($000) $630 Avg Close Range
Q2 2021
Shares 2,021 Value ($000) $697 Avg Close Range
Q1 2021
Shares 2,021 Value ($000) $667 Avg Close Range
Q4 2020
Shares 2,019 Value ($000) $617 Avg Close Range