Patrick M. Sweeney & Associates’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Patrick M. Sweeney & Associates’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 Q3	$435K	Sell	856 -3	-0.3%	-$1.58K	0.25%	98
2026 Q2	$449K	Hold	859	–	–	0.26%	99
2026 Q1	$398K	Buy	859 +1	+0.1%	+$484	0.25%	98
2025 Q4	$412K	Sell	858 -20	-2%	-$9.46K	0.26%	92
2025 Q3	$407K	Buy	878 +20	+2%	+$9.01K	0.26%	89
2025 Q2	$384K	Buy	858 +1	+0.1%	+$415	0.26%	92
2025 Q1	$360K	Hold	857	–	–	0.27%	94
2024 Q4	$365K	Hold	857	–	–	0.27%	92
2024 Q3	$363K	Hold	857	–	–	0.27%	97
2024 Q2	$335K	Sell	857 -14	-2%	-$5.44K	0.27%	93
2024 Q1	$347K	Hold	871	–	–	0.29%	89
2023 Q4	$328K	Buy	+871	New	+$304K	0.3%	81

Other funds holding DIA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

TTA

Thor Trading Advisors Greensburg, Pennsylvania $294M AUM 20.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Patrick M. Sweeney & Associates's DIA Position: Q3 2026 in Review

Patrick M. Sweeney & Associates reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.35% in Q3 2026, selling an estimated $1.58K and leaving 856 shares worth $435K. The position accounts for 0.25% of the portfolio, ranked #98.

Patrick M. Sweeney & Associates first reported a position in DIA in Q4 2023 and has held it in 12 quarters since. The position peaked at $449K in Q2 2026. 907 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Patrick M. Sweeney & Associates held 856 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $435K as of Q3 2026.
Patrick M. Sweeney & Associates sold 3 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $1.58K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.25% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #98 holding.
Patrick M. Sweeney & Associates first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 12 quarters since.
Patrick M. Sweeney & Associates's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $449K in Q2 2026.
907 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.