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
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 -111,431	-99%	-$9.37M	0.1%	123
2019 Q1	$1.32K	Buy	+112,563	New	+$9.17M	0.1%	101

Other funds holding DGT

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

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

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Joseph P. Lucia & Associates's DGT Position: Q2 2025 in Review

Joseph P. Lucia & Associates sold out of State Street SPDR Global Dow ETF (DGT) in Q2 2025, closing a stake of 1,522 shares — an estimated $213K sold.

Joseph P. Lucia & Associates first reported a position in DGT in Q1 2019 and held it in 15 quarters. The position peaked at $213K in Q1 2025. 81 funds tracked by Wall St. Rank hold DGT as of Q2 2025.

Joseph P. Lucia & Associates reported no remaining State Street SPDR Global Dow ETF position as of Q2 2025 after selling out during the quarter.
Joseph P. Lucia & Associates sold 1,522 State Street SPDR Global Dow ETF shares in Q2 2025, an estimated $213K.
Joseph P. Lucia & Associates first reported a position in State Street SPDR Global Dow ETF in Q1 2019 and held it in 15 quarters.
Joseph P. Lucia & Associates's State Street SPDR Global Dow ETF position peaked at $213K in Q1 2025.
81 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2025.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2025, filed 4 Aug 2025.