SEC 13F Intelligence

Piershale Financial Group, Inc. / DIA

Piershale Financial Group, Inc.’s State Str Spdr Dow Jones Ind Position

Does Piershale Financial Group, Inc. own State Str Spdr Dow Jones Ind (DIA)? Yes46.4K shares worth $16M (+10.18% of its 13F portfolio) as of Q2 2023, down from 97.8K shares the prior filed quarter.

Position Value
$16M
Q2 2023
Shares
46.4K
% of Portfolio
+10.18%
Quarters Held
13
currently held

Position History DIA

Reported value by quarter
Q4 ’18: $23MQ4 ’18Q1 ’19: $31MQ2 ’19: $42MQ2 ’19Q3 ’19: $44MQ4 ’19: $42MQ4 ’19Q2 ’20: $17MQ3 ’20: $23MQ3 ’20Q4 ’20: $27MQ1 ’21: $21MQ1 ’21Q2 ’21: $22MQ3 ’21: $28MQ3 ’21Q4 ’21: $36MQ2 ’23: $16MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202346.4K$16M+10.18%
Q4 202197.8K$36M+13.54%
Q3 202184.2K$28M+11.74%
Q2 202163.8K$22M+8.66%
Q1 202163.6K$21M+9.09%
Q4 202088.4K$27M+12.99%
Q3 202082.9K$23M+13.23%
Q2 202065.0K$17M+9.76%
Q4 2019148.6K$42M+22.60%
Q3 2019164.6K$44M+25.06%
Q2 2019156.4K$42M+23.71%
Q1 2019119.9K$31M+18.58%
Q4 201896.8K$23M+13.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Piershale Financial Group, Inc.’s full portfolio or all institutional holders of DIA.