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 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%	-$5.43K	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

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

Patrick M. Sweeney & Associates's DIA Position: Q2 2026 in Review

Patrick M. Sweeney & Associates held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 859 shares worth $449K. The position accounts for 0.26% of the portfolio, ranked #99.

Patrick M. Sweeney & Associates first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Patrick M. Sweeney & Associates held 859 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $449K as of Q2 2026.
Patrick M. Sweeney & Associates 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 0.26% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #99 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 11 quarters since.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.