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 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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return