Mattern Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Mattern Wealth Management’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$517K	Hold	989	–	–	0.08%	103
2026 Q1	$458K	Sell	989 -35	-3%	-$17K	0.09%	94
2025 Q4	$492K	Sell	1,024 -60	-6%	-$28.4K	0.09%	93
2025 Q3	$503K	Hold	1,084	–	–	0.1%	88
2025 Q2	$478K	Hold	1,084	–	–	0.1%	94
2025 Q1	$455K	Buy	1,084 +325	+43%	+$141K	0.1%	102
2024 Q4	$323K	Sell	759 -325	-30%	-$141K	0.07%	132
2024 Q3	$459K	Sell	1,084 -21	-2%	-$8.53K	0.1%	112
2024 Q2	$432K	Sell	1,105 -501	-31%	-$194K	0.1%	117
2024 Q1	$639K	Buy	1,606 +1	+0.1%	+$385	0.16%	96
2023 Q4	$605K	Hold	1,605	–	–	0.16%	101
2023 Q3	$538K	Hold	1,605	–	–	0.16%	100
2023 Q2	$552K	Sell	1,605 -100	-6%	-$33.7K	0.16%	101
2023 Q1	$567K	Sell	1,705 -450	-21%	-$150K	0.19%	108
2022 Q4	$714K	Sell	2,155 -470	-18%	-$153K	0.29%	83
2022 Q3	$754K	Hold	2,625	–	–	0.3%	77
2022 Q2	$808K	Sell	2,625 -850	-24%	-$278K	0.32%	76
2022 Q1	$1.21M	Buy	3,475 +1,570	+82%	+$545K	0.39%	66
2021 Q4	$692K	Hold	1,905	–	–	0.2%	97
2021 Q3	$644K	Hold	1,905	–	–	0.22%	96
2021 Q2	$661K	Hold	1,905	–	–	0.21%	99
2021 Q1	$629K	Hold	1,905	–	–	0.22%	94
2020 Q4	$583K	Hold	1,905	–	–	0.22%	94
2020 Q3	$529K	Buy	1,905 +500	+36%	+$137K	0.23%	94
2020 Q2	$362K	Buy	+1,405	New	+$346K	0.18%	104

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mattern Wealth Management's DIA Position: Q2 2026 in Review

Mattern Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 989 shares worth $517K. The position accounts for 0.08% of the portfolio, ranked #103.

Mattern Wealth Management first reported a position in DIA in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.21M in Q1 2022. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Mattern Wealth Management held 989 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $517K as of Q2 2026.
Mattern Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Mattern Wealth Management's portfolio in Q2 2026, its #103 holding.
Mattern Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2020 and has held it in 25 quarters since.
Mattern Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.21M in Q1 2022.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.