Joseph P. Lucia & Associates’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-22	Closed	-$7K	–	180
2022 Q2	$7K	Hold	22	–	–	﹤0.01%	324
2022 Q1	$8K	Buy	+22	New	+$7.63K	﹤0.01%	334
2021 Q4	–	Sell	-22	Closed	-$7K	–	225
2021 Q3	$7K	Hold	22	–	–	﹤0.01%	402
2021 Q2	$8K	Hold	22	–	–	﹤0.01%	397
2021 Q1	$7K	Hold	22	–	–	﹤0.01%	392
2020 Q4	$7K	Buy	+22	New	+$6.4K	﹤0.01%	356
2020 Q3	–	Sell	-22	Closed	-$6K	–	167
2020 Q2	$6K	Hold	22	–	–	0.01%	352
2020 Q1	$5K	Hold	22	–	–	0.01%	337
2019 Q4	$6K	Hold	22	–	–	0.01%	344
2019 Q3	$6K	Hold	22	–	–	0.01%	347
2019 Q2	$6K	Sell	22 -5,768	-100%	-$1.51M	0.01%	347
2019 Q1	$22	Buy	+5,790	New	+$1.46M	﹤0.01%	319

Other funds holding DIA

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

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

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Joseph P. Lucia & Associates's DIA Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2022, closing a stake of 22 shares — an estimated $7K sold.

Joseph P. Lucia & Associates first reported a position in DIA in Q1 2019 and held it in 12 quarters. The position peaked at $8K in Q1 2022. 931 funds tracked by Wall St. Rank hold DIA as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 22 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2022, an estimated $7K.
Joseph P. Lucia & Associates first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $8K in Q1 2022.
931 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.