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Longer Investments’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Longer Investments’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
2016
Q2 		– Sell
-2,450
Closed -$433K – 36
2016
Q1 		$433K Sell
2,450
-87,040
-97% -$14.5M 0.36% 41
2015
Q4 		$15.6M Buy
+89,490
New +$15.6M 13.72% 1

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BAM
Broadmark Asset Management San Francisco, California $80.4M AUM 29.98% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Longer Investments's DIA Position: Q2 2016 in Review

Longer Investments sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2016, closing a stake of 2,450 shares — an estimated $433K sold.

Longer Investments first reported a position in DIA in Q4 2015 and held it in 2 quarters. The position peaked at $15.6M in Q4 2015. 391 funds tracked by Wall St. Rank hold DIA as of Q2 2016.

  • Longer Investments reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2016 after selling out during the quarter.
  • Longer Investments sold 2,450 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2016, an estimated $433K.
  • Longer Investments first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2015 and held it in 2 quarters.
  • Longer Investments's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $15.6M in Q4 2015.
  • 391 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2016.

Based on Longer Investments's 13F filing for Q2 2016, filed 19 Jul 2016.