Piershale Financial Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Piershale Financial Group’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
2023 Q2	$16M	Buy	+46,444	New	+$15.6M	10.18%	3
2022 Q1	–	Sell	-97,756	Closed	-$35.5M	–	12
2021 Q4	$35.5M	Buy	97,756 +13,531	+16%	+$4.81M	13.54%	3
2021 Q3	$28.5M	Buy	84,225 +20,444	+32%	+$7.14M	11.74%	3
2021 Q2	$22M	Buy	63,781 +143	+0.2%	+$48.8K	8.66%	7
2021 Q1	$21M	Sell	63,638 -24,785	-28%	-$7.82M	9.09%	7
2020 Q4	$27M	Buy	88,423 +5,525	+7%	+$1.61M	12.99%	3
2020 Q3	$23M	Buy	82,898 +17,883	+28%	+$4.89M	13.23%	6
2020 Q2	$16.8M	Buy	+65,015	New	+$16M	9.76%	5
2020 Q1	–	Sell	-148,573	Closed	-$42.4M	–	10
2019 Q4	$42.4M	Sell	148,573 -16,071	-10%	-$4.43M	22.6%	2
2019 Q3	$44.3M	Buy	164,644 +8,252	+5%	+$2.2M	25.06%	2
2019 Q2	$41.6M	Buy	156,392 +36,501	+30%	+$9.53M	23.71%	2
2019 Q1	$31.1M	Buy	119,891 +23,133	+24%	+$5.82M	18.58%	2
2018 Q4	$22.6M	Sell	96,758 -12,311	-11%	-$3.07M	13.69%	2
2018 Q3	$28.8M	Buy	109,069 +48,083	+79%	+$12.3M	14.07%	3
2018 Q2	$14.8M	Buy	60,986 +34,572	+131%	+$8.49M	7.73%	8
2018 Q1	$6.24M	Sell	26,414 -71,233	-73%	-$17.9M	3.29%	8
2017 Q4	$24.2M	Buy	97,647 +39,770	+69%	+$9.42M	12.43%	2
2017 Q3	$13M	Buy	+57,877	New	+$12.7M	7.33%	4
2017 Q1	–	Sell	-21,330	Closed	-$4.21M	–	23
2016 Q4	$4.21M	Buy	+21,330	New	+$4.02M	2.58%	15
2016 Q2	–	Sell	-136,246	Closed	-$24.1M	–	146
2016 Q1	$24.1M	Buy	136,246 +136,181	+209,509%	+$22.7M	14.19%	6
2015 Q4	$11K	Buy	+65	New	+$11.4K	0.01%	111
2015 Q2	–	Sell	-64,085	Closed	-$11.4M	–	115
2015 Q1	$11.4M	Buy	64,085 +63,816	+23,723%	+$11.4M	9.02%	9
2014 Q4	$48K	Buy	+269	New	+$46.6K	0.03%	43

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Piershale Financial Group's DIA Position: Q2 2023 in Review

Piershale Financial Group opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2023: 46,444 shares worth $16M. The stake represents 10.18% of the portfolio and ranks #3 among its holdings. This is a return to the name: Piershale Financial Group previously reported a position in DIA as recently as Q4 2021.

Piershale Financial Group first reported a position in DIA in Q4 2014 and has held it in 23 quarters since. The position peaked at $44.3M in Q3 2019. 1,034 funds tracked by Wall St. Rank hold DIA as of Q2 2023.

Piershale Financial Group held 46,444 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $16M as of Q2 2023.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Piershale Financial Group position in Q2 2023.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 10.18% of Piershale Financial Group's portfolio in Q2 2023, its #3 holding.
Piershale Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and has held it in 23 quarters since.
Piershale Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $44.3M in Q3 2019.
1,034 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.