Patten Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Patten Group’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
2023 Q1	–	Sell	-701	Closed	-$232K	–	237
2022 Q4	$232K	Buy	+701	New	+$228K	0.07%	221
2019 Q1	–	Sell	-335	Closed	-$78K	–	274
2018 Q4	$78K	Hold	335	–	–	0.04%	235
2018 Q3	$89K	Hold	335	–	–	0.03%	262
2018 Q2	$81K	Hold	335	–	–	0.03%	266
2018 Q1	$81K	Sell	335 -55	-14%	-$13.8K	0.03%	266
2017 Q4	$96K	Hold	390	–	–	0.04%	262
2017 Q3	$87K	Hold	390	–	–	0.04%	269
2017 Q2	$86K	Hold	390	–	–	0.03%	270
2017 Q1	$80K	Hold	390	–	–	0.03%	263
2016 Q4	$78K	Hold	390	–	–	0.04%	265
2016 Q3	$70.5K	Hold	390	–	–	0.03%	272
2016 Q2	$69.8K	Hold	390	–	–	0.03%	271
2016 Q1	$68.9K	Hold	390	–	–	0.03%	266
2015 Q4	$67.9K	Sell	390 -150	-28%	-$26.2K	0.03%	268
2015 Q3	$87.8K	Sell	540 -60	-10%	-$10.2K	0.05%	241
2015 Q2	$105K	Buy	+600	New	+$108K	0.05%	233

Other funds holding DIA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Patten Group's DIA Position: Q1 2023 in Review

Patten Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2023, closing a stake of 701 shares — an estimated $232K sold.

Patten Group first reported a position in DIA in Q2 2015 and held it in 16 quarters. The position peaked at $232K in Q4 2022. 999 funds tracked by Wall St. Rank hold DIA as of Q1 2023.

Patten Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2023 after selling out during the quarter.
Patten Group sold 701 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2023, an estimated $232K.
Patten Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2015 and held it in 16 quarters.
Patten Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $232K in Q4 2022.
999 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2023.

Based on Patten Group's 13F filing for Q1 2023, filed 6 Apr 2023.