Lehman & Derafelo Financial Resources’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	$778K	Hold	2,347	–	–	0.23%	52
2022 Q3	$676K	Buy	2,347 +7	+0.3%	+$2.23K	0.21%	49
2022 Q2	$722K	Hold	2,340	–	–	0.22%	49
2022 Q1	$813K	Buy	2,340 +450	+24%	+$156K	0.23%	50
2021 Q4	$687K	Hold	1,890	–	–	0.21%	51
2021 Q3	$639K	Hold	1,890	–	–	0.21%	52
2021 Q2	$652K	Hold	1,890	–	–	0.18%	59
2021 Q1	$624K	Hold	1,890	–	–	0.18%	58
2020 Q4	$578K	Sell	1,890 -40	-2%	-$11.6K	0.17%	61
2020 Q3	$536K	Sell	1,930 -40	-2%	-$10.9K	0.17%	77
2020 Q2	$508K	Hold	1,970	–	–	0.18%	74
2020 Q1	$432K	Sell	1,970 -500	-20%	-$133K	0.18%	56
2019 Q4	$704K	Hold	2,470	–	–	0.25%	55
2019 Q3	$665K	Buy	2,470 +1,189	+93%	+$317K	0.25%	53
2019 Q2	$345K	Hold	1,281	–	–	0.14%	68
2019 Q1	$332K	Hold	1,281	–	–	0.14%	66
2018 Q4	$299K	Buy	+1,281	New	+$320K	0.15%	63

Other funds holding DIA

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

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

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

NAM

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

Lehman & Derafelo Financial Resources's DIA Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q4 2022 at 2,347 shares worth $778K. The position accounts for 0.23% of the portfolio, ranked #52.

Lehman & Derafelo Financial Resources first reported a position in DIA in Q4 2018 and has held it in 17 quarters since. The position peaked at $813K in Q1 2022. 1,022 funds tracked by Wall St. Rank hold DIA as of Q4 2022.

Lehman & Derafelo Financial Resources held 2,347 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $778K as of Q4 2022.
Lehman & Derafelo Financial Resources left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q4 2022.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.23% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #52 holding.
Lehman & Derafelo Financial Resources first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $813K in Q1 2022.
1,022 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.