Summit Financial’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Summit Financial’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	$23.5M	Sell	44,815 -130	-0.3%	-$64.9K	0.26%	75
2026 Q1	$20.9M	Buy	44,945 +150	+0.3%	+$72.7K	0.27%	72
2025 Q4	$21.6M	Buy	44,795 +172	+0.4%	+$81.4K	0.32%	60
2025 Q3	$20.7M	Buy	44,623 +2,240	+5%	+$1.01M	0.32%	56
2025 Q2	$18.7M	Buy	42,383 +29,399	+226%	+$12.2M	0.42%	45
2025 Q1	$5.45M	Buy	12,984 +5,720	+79%	+$2.47M	0.15%	130
2024 Q4	$3.1M	Buy	7,264 +209	+3%	+$90.5K	0.11%	155
2024 Q3	$2.99M	Buy	7,055 +491	+7%	+$199K	0.12%	138
2024 Q2	$2.57M	Buy	6,564 +2,147	+49%	+$833K	0.12%	126
2024 Q1	$1.76M	Buy	4,417 +944	+27%	+$364K	0.1%	113
2023 Q4	$1.31M	Buy	3,473 +1,308	+60%	+$457K	0.09%	145
2023 Q3	$726K	Buy	2,165 +1,495	+223%	+$518K	0.05%	196
2023 Q2	$231K	Buy	+670	New	+$225K	0.02%	296

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

Summit Financial's DIA Position: Q2 2026 in Review

Summit Financial reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.29% in Q2 2026, selling an estimated $64.9K and leaving 44,815 shares worth $23.5M. The position accounts for 0.26% of the portfolio, ranked #75.

Summit Financial first reported a position in DIA in Q2 2023 and has held it in 13 quarters since. 1,442 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Summit Financial held 44,815 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $23.5M as of Q2 2026.
Summit Financial sold 130 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $64.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.26% of Summit Financial's portfolio in Q2 2026, its #75 holding.
Summit Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2023 and has held it in 13 quarters since.
1,442 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.