Summit Wealth Group, LLC/OK’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Summit Wealth Group, LLC/OK’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 Q3	$328K	Sell	645 -600	-48%	-$316K	0.56%	39
2026 Q2	$650K	Sell	1,245 -7	-0.6%	-$3.5K	0.84%	29
2026 Q1	$580K	Sell	1,252 -145	-10%	-$70.2K	0.81%	30
2025 Q4	$671K	Buy	+1,397	New	+$661K	0.69%	33

Other funds holding DIA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

TTA

Thor Trading Advisors Greensburg, Pennsylvania $294M AUM 20.38% 1-Year Est. Return

Summit Wealth Group, LLC/OK's DIA Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 48% in Q3 2026, selling an estimated $316K and leaving 645 shares worth $328K. The position accounts for 0.56% of the portfolio, ranked #39.

Summit Wealth Group, LLC/OK first reported a position in DIA in Q4 2025 and has held it in 4 quarters since. The position peaked at $671K in Q4 2025. 970 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Summit Wealth Group, LLC/OK held 645 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $328K as of Q3 2026.
Summit Wealth Group, LLC/OK sold 600 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $316K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.56% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #39 holding.
Summit Wealth Group, LLC/OK first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 4 quarters since.
Summit Wealth Group, LLC/OK's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $671K in Q4 2025.
970 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.