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

Summit Securities Group’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
2021 Q1	–	Sell	-96	Closed	-$2.94M	–	603
2020 Q4	$2.94M	Buy	+96	New	+$27.9K	0.25%	106
2017 Q3	–	Sell	-793	Closed	-$16.9M	–	226
2017 Q2	$16.9M	Buy	793 +342	+76%	+$71.7K	3.02%	5
2017 Q1	$9.31M	Buy	+451	New	+$92K	2.68%	7
2016 Q1	–	Sell	-993	Closed	-$70K	–	191
2015 Q4	$70K	Buy	+993	New	+$173K	0.02%	222
2014 Q3	–	Sell	-147	Closed	-$8K	–	723
2014 Q2	$8K	Buy	+147	New	+$24.4K	﹤0.01%	418

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 Securities Group's DIA Position: Q2 2026 in Review

Summit Securities Group opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 56,879 shares worth $29.7M. The stake represents 2.84% of the portfolio and ranks #9 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in DIA as recently as Q4 2025.

Summit Securities Group first reported a position in DIA in Q2 2014 and has held it in 41 quarters since. The position peaked at $39.2M in Q4 2015. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Summit Securities Group held 56,879 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $29.7M as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Summit Securities Group position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 2.84% of Summit Securities Group's portfolio in Q2 2026, its #9 holding.
Summit Securities Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2014 and has held it in 41 quarters since.
Summit Securities Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $39.2M in Q4 2015.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.