JPLA
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Joseph P. Lucia & Associates’s State Street SPDR Global Dow ETF DGT Stock Holding History

Joseph P. Lucia & Associates’s Portfolio DGT Stock Details DGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$217K Buy
+1,172
New +$214K 0.07% 176
2025
Q2 		– Sell
-1,522
Closed -$213K – 152
2025
Q1 		$213K Hold
1,522
– – 0.1% 127
2024
Q4 		$201K Hold
1,522
– – 0.09% 139
2024
Q3 		$210K Buy
+1,522
New +$201K 0.1% 129
2022
Q3 		– Sell
-1,527
Closed -$147K – 178
2022
Q2 		$147K Hold
1,527
– – 0.1% 122
2022
Q1 		$172K Buy
+1,527
New +$173K 0.1% 127
2021
Q4 		– Sell
-1,527
Closed -$167K – 223
2021
Q3 		$167K Hold
1,527
– – 0.1% 133
2021
Q2 		$169K Hold
1,527
– – 0.1% 134
2021
Q1 		$161K Hold
1,527
– – 0.07% 124
2020
Q4 		$147K Buy
+1,527
New +$137K 0.1% 129
2020
Q3 		– Sell
-1,652
Closed -$129K – 164
2020
Q2 		$129K Hold
1,652
– – 0.12% 115
2020
Q1 		$112K Hold
1,652
– – 0.12% 112
2019
Q4 		$148K Buy
1,652
+350
+27% +$30.2K 0.13% 110
2019
Q3 		$109K Buy
1,302
+170
+15% +$14.2K 0.11% 122
2019
Q2 		$96K Sell
1,132
-190
-14% -$16K 0.1% 123
2019
Q1 		$113K Buy
+1,322
New +$108K 0.19% 77

Other funds holding DGT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FA
Fagan Associates Troy, New York $813M AUM 37.92% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Joseph P. Lucia & Associates's DGT Position: Q2 2026 in Review

Joseph P. Lucia & Associates opened a new position in State Street SPDR Global Dow ETF (DGT) in Q2 2026: 1,172 shares worth $217K. The stake represents 0.07% of the portfolio and ranks #176 among its holdings. This is a return to the name: Joseph P. Lucia & Associates previously reported a position in DGT as recently as Q1 2025.

Joseph P. Lucia & Associates first reported a position in DGT in Q1 2019 and has held it in 16 quarters since. 98 funds tracked by Wall St. Rank hold DGT as of Q2 2026.

  • Joseph P. Lucia & Associates held 1,172 shares of State Street SPDR Global Dow ETF worth $217K as of Q2 2026.
  • State Street SPDR Global Dow ETF was a new Joseph P. Lucia & Associates position in Q2 2026.
  • State Street SPDR Global Dow ETF made up 0.07% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #176 holding.
  • Joseph P. Lucia & Associates first reported a position in State Street SPDR Global Dow ETF in Q1 2019 and has held it in 16 quarters since.
  • 98 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.