Lumina Fund Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Lumina Fund Management’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 Q2	–	Sell	-8,420	Closed	-$2.92M	–	76
2022 Q1	$2.92M	Hold	8,420	–	–	0.93%	5
2021 Q4	$3.06M	Buy	+8,420	New	+$2.99M	0.95%	5

Other funds holding DIA

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

Goldman Sachs New York $871B AUM 31.28% 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

Lumina Fund Management's DIA Position: Q2 2022 in Review

Lumina Fund Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2022, closing a stake of 8,420 shares — an estimated $2.92M sold.

Lumina Fund Management first reported a position in DIA in Q4 2021 and held it in 2 quarters. The position peaked at $3.06M in Q4 2021. 952 funds tracked by Wall St. Rank hold DIA as of Q2 2022.

Lumina Fund Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2022 after selling out during the quarter.
Lumina Fund Management sold 8,420 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2022, an estimated $2.92M.
Lumina Fund Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and held it in 2 quarters.
Lumina Fund Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.06M in Q4 2021.
952 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2022.

Based on Lumina Fund Management's 13F filing for Q2 2022, filed 12 Aug 2022.