Bingham Osborn & Scarborough’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,952
| Closed | -$1.34M | – | 40 |
|
|
2021
Q3 | $1.34M | Hold |
3,952
| – | – | 0.09% | 50 |
|
|
2021
Q2 | $1.36M | Hold |
3,952
| – | – | 0.1% | 44 |
|
|
2021
Q1 | $1.31M | Hold |
3,952
| – | – | 0.1% | 42 |
|
|
2020
Q4 | $1.21M | Sell |
3,952
-23
| -0.6% | -$6.69K | 0.1% | 41 |
|
|
2020
Q3 | $1.1M | Sell |
3,975
-54
| -1% | -$14.8K | 0.08% | 58 |
|
|
2020
Q2 | $1.04M | Sell |
4,029
-638
| -14% | -$157K | 0.08% | 58 |
|
|
2020
Q1 | $1.02M | Buy |
4,667
+2
| +0% | +$531 | 0.1% | 56 |
|
|
2019
Q4 | $1.33M | Sell |
4,665
-36
| -0.8% | -$9.92K | 0.11% | 51 |
|
|
2019
Q3 | $1.26M | Buy |
4,701
+201
| +4% | +$53.6K | 0.11% | 50 |
|
|
2019
Q2 | $1.2M | Buy |
4,500
+119
| +3% | +$31.1K | 0.11% | 49 |
|
|
2019
Q1 | $1.14M | Sell |
4,381
-50
| -1% | -$12.6K | 0.11% | 50 |
|
|
2018
Q4 | $1.03M | Sell |
4,431
-126
| -3% | -$31.4K | 0.11% | 49 |
|
|
2018
Q3 | $1.21M | Sell |
4,557
-1,013
| -18% | -$259K | 0.11% | 47 |
|
|
2018
Q2 | $1.35M | Sell |
5,570
-350
| -6% | -$85.9K | 0.13% | 40 |
|
|
2018
Q1 | $1.43M | Sell |
5,920
-716
| -11% | -$180K | 0.14% | 39 |
|
|
2017
Q4 | $1.64M | Sell |
6,636
-16
| -0.2% | -$3.79K | 0.15% | 35 |
|
|
2017
Q3 | $1.49M | Sell |
6,652
-113
| -2% | -$24.7K | 0.14% | 34 |
|
|
2017
Q2 | $1.44M | Sell |
6,765
-331
| -5% | -$69.4K | 0.14% | 34 |
|
|
2017
Q1 | $1.46M | Buy |
7,096
+340
| +5% | +$69.3K | 0.14% | 34 |
|
|
2016
Q4 | $1.33M | Sell |
6,756
-106
| -2% | -$20K | 0.14% | 36 |
|
|
2016
Q3 | $1.25M | Buy |
6,862
+5
| +0.1% | +$918 | 0.13% | 38 |
|
|
2016
Q2 | $1.23M | Sell |
6,857
-55
| -0.8% | -$9.76K | 0.14% | 37 |
|
|
2016
Q1 | $1.22M | Buy |
6,912
+5
| +0.1% | +$833 | 0.14% | 38 |
|
|
2015
Q4 | $1.2M | Sell |
6,907
-194
| -3% | -$33.9K | 0.15% | 40 |
|
|
2015
Q3 | $1.16M | Sell |
7,101
-160
| -2% | -$27.3K | 0.15% | 39 |
|
|
2015
Q2 | $1.28M | Sell |
7,261
-112
| -2% | -$20.2K | 0.15% | 36 |
|
|
2015
Q1 | $1.31M | Sell |
7,373
-746
| -9% | -$133K | 0.16% | 36 |
|
|
2014
Q4 | $1.44M | Sell |
8,119
-1,105
| -12% | -$191K | 0.17% | 37 |
|
|
2014
Q3 | $1.57M | Sell |
9,224
-627
| -6% | -$106K | 0.2% | 34 |
|
|
2014
Q2 | $1.65M | Sell |
9,851
-939
| -9% | -$156K | 0.22% | 26 |
|
|
2014
Q1 | $1.77M | Sell |
10,790
-673
| -6% | -$109K | 0.25% | 24 |
|
|
2013
Q4 | $1.9M | Sell |
11,463
-874
| -7% | -$137K | 0.28% | 22 |
|
|
2013
Q3 | $1.86M | Sell |
12,337
-592
| -5% | -$90.3K | 0.3% | 21 |
|
|
2013
Q2 | $1.92M | Buy |
+12,929
| New | +$1.93M | 0.33% | 19 |
|
Other funds holding DIA
CM
Bingham Osborn & Scarborough's DIA Position: Q4 2021 in Review
Bingham Osborn & Scarborough sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2021, closing a stake of 3,952 shares — an estimated $1.34M sold.
Bingham Osborn & Scarborough first reported a position in DIA in Q2 2013 and held it in 34 quarters. The position peaked at $1.92M in Q2 2013. 960 funds tracked by Wall St. Rank hold DIA as of Q4 2021.
- Bingham Osborn & Scarborough reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2021 after selling out during the quarter.
- Bingham Osborn & Scarborough sold 3,952 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2021, an estimated $1.34M.
- Bingham Osborn & Scarborough first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and held it in 34 quarters.
- Bingham Osborn & Scarborough's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.92M in Q2 2013.
- 960 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2021.
Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.