Skip to main content
Livermore
Livermore
ZHEN

Mattern Wealth Management LLC

SEC CIK
0001802376
Latest filing
Jul 23, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Mattern Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2026)
989
Value
$516.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DIA by Mattern Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026989$516.6K0.1%00.0%UnchangedHolders
Q1 2026989$458.1K0.1%−35−3.4%ReducedHolders
Q4 20251,024$492.1K0.1%−60−5.5%ReducedHolders
Q3 20251,084$502.7K0.1%00.0%UnchangedHolders
Q2 20251,084$477.7K0.1%00.0%UnchangedHolders
Q1 20251,084$455.1K0.1%+325+42.8%AddedHolders
Q4 2024759$323.0K0.1%−325−30.0%ReducedHolders
Q3 20241,084$458.7K0.1%−21−1.9%ReducedHolders
Q2 20241,105$432.2K0.1%−501−31.2%ReducedHolders
Q1 20241,606$638.8K0.2%+1+0.1%AddedHolders
Q4 20231,605$604.9K0.2%00.0%UnchangedHolders
Q3 20231,605$537.6K0.2%00.0%UnchangedHolders
Q2 20231,605$551.9K0.2%−100−5.9%ReducedHolders
Q1 20231,705$567.1K0.2%−450−20.9%ReducedHolders
Q4 20222,155$714.0K0.3%−470−17.9%ReducedHolders
Q3 20222,625$754.0K0.3%00.0%UnchangedHolders
Q2 20222,625$808.0K0.3%−850−24.5%ReducedHolders
Q1 20223,475$1.21M0.4%+1,570+82.4%AddedHolders
Q4 20211,905$692.0K0.2%00.0%UnchangedHolders
Q3 20211,905$644.0K0.2%00.0%UnchangedHolders
Q2 20211,905$661.0K0.2%00.0%UnchangedHolders
Q1 20211,905$629.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.