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
2026 Q2	$209K	Buy	+401	New	+$200K	0.03%	321
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 $1.89T 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

Patten Group's DIA Position: Q2 2026 in Review

Patten Group opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 401 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #321 among its holdings. This is a return to the name: Patten Group previously reported a position in DIA as recently as Q4 2022.

Patten Group first reported a position in DIA in Q2 2015 and has held it in 17 quarters since. The position peaked at $232K in Q4 2022. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Patten Group held 401 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $209K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Patten Group position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Patten Group's portfolio in Q2 2026, its #321 holding.
Patten Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2015 and has held it in 17 quarters since.
Patten Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $232K in Q4 2022.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.