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

Patten & Patten’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 		$452K Hold
866
– – 0.02% 260
2026
Q1 		$401K Hold
866
– – 0.02% 265
2025
Q4 		$416K Hold
866
– – 0.02% 258
2025
Q3 		$402K Hold
866
– – 0.02% 264
2025
Q2 		$382K Hold
866
– – 0.02% 246
2025
Q1 		$364K Sell
866
-75
-8% -$32.4K 0.02% 248
2024
Q4 		$400K Buy
941
+50
+6% +$21.6K 0.03% 239
2024
Q3 		$377K Hold
891
– – 0.03% 244
2024
Q2 		$348K Hold
891
– – 0.02% 244
2024
Q1 		$354K Buy
891
+60
+7% +$23.1K 0.03% 244
2023
Q4 		$313K Hold
831
– – 0.03% 234
2023
Q3 		$278K Hold
831
– – 0.02% 240
2023
Q2 		$286K Hold
831
– – 0.02% 236
2023
Q1 		$276K Hold
831
– – 0.02% 233
2022
Q4 		$275K Buy
831
+15
+2% +$4.88K 0.03% 231
2022
Q3 		$234K Hold
816
– – 0.02% 246
2022
Q2 		$251K Sell
816
-180
-18% -$58.9K 0.02% 246
2022
Q1 		$345K Sell
996
-170
-15% -$59K 0.03% 232
2021
Q4 		$424K Sell
1,166
-48
-4% -$17.1K 0.03% 221
2021
Q3 		$411K Hold
1,214
– – 0.03% 218
2021
Q2 		$419K Buy
1,214
+327
+37% +$112K 0.03% 217
2021
Q1 		$293K Hold
887
– – 0.02% 232
2020
Q4 		$271K Buy
+887
New +$258K 0.02% 224
2019
Q4 		– Sell
-1,331
Closed -$358K – 243
2019
Q3 		$358K Buy
+1,331
New +$355K 0.04% 191
2014
Q2 		– Sell
-1,240
Closed -$204K – 213
2014
Q1 		$204K Hold
1,240
– – 0.03% 252
2013
Q4 		$205K Sell
1,240
-111
-8% -$17.4K 0.03% 241
2013
Q3 		$204K Sell
1,351
-39
-3% -$5.95K 0.03% 227
2013
Q2 		$207K Buy
+1,390
New +$208K 0.03% 218

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Patten & Patten's DIA Position: Q2 2026 in Review

Patten & Patten held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 866 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #260.

Patten & Patten first reported a position in DIA in Q2 2013 and has held it in 28 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Patten & Patten held 866 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $452K as of Q2 2026.
  • Patten & Patten 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 0.02% of Patten & Patten's portfolio in Q2 2026, its #260 holding.
  • Patten & Patten first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 28 quarters since.
  • 1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.