Lugano Financial Advisors SA (LFA)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2026 Q2	$261K	Hold	500	–	–	0.16%	69
2026 Q1	$231K	Hold	500	–	–	0.12%	70
2025 Q4	$240K	Hold	500	–	–	0.12%	73
2025 Q3	$232K	Hold	500	–	–	0.12%	73
2025 Q2	$220K	Hold	500	–	–	0.13%	72
2025 Q1	$210K	Hold	500	–	–	0.14%	66
2024 Q4	$213K	Hold	500	–	–	0.14%	66
2024 Q3	$212K	Hold	500	–	–	0.14%	70
2024 Q2	$196K	Hold	500	–	–	0.15%	64
2024 Q1	$199K	Buy	+500	New	+$193K	0.14%	66
2023 Q4	–	Sell	-500	Closed	-$167K	–	184
2023 Q3	$167K	Sell	500 -730	-59%	-$253K	0.14%	59
2023 Q2	$423K	Buy	1,230 +500	+68%	+$168K	0.28%	45
2023 Q1	$243K	Hold	730	–	–	0.18%	45
2022 Q4	$242K	Hold	730	–	–	0.18%	51
2022 Q3	$210K	Hold	730	–	–	0.16%	63
2022 Q2	$224K	Hold	730	–	–	0.16%	57
2022 Q1	$252K	Buy	+730	New	+$253K	0.17%	57
2021 Q1	–	Sell	-620	Closed	-$190K	–	103
2020 Q4	$190K	Buy	+620	New	+$180K	0.15%	63

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s DIA Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 500 shares worth $261K. The position accounts for 0.16% of the portfolio, ranked #69.

Lugano Financial Advisors SA (LFA) first reported a position in DIA in Q4 2020 and has held it in 18 quarters since. The position peaked at $423K in Q2 2023. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 500 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $261K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.16% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #69 holding.
Lugano Financial Advisors SA (LFA) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 18 quarters since.
Lugano Financial Advisors SA (LFA)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $423K in Q2 2023.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.