PATRICK M SWEENEY & ASSOCIATES, INC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2010453
LIBERTYVILLE, IL
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$448,733
+$50,853 QoQ
Shares Held
859
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#889
of 1,432 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,733 | 859 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $397,880 | 859 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $412,329 | 858 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $407,163 | 878 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $378,077 | 858 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $359,837 | 857 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $364,653 | 857 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $362,613 | 857 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $335,198 | 857 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $346,448 | 871 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $328,253 | 871 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||