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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Summit Securities Group's DIA Position: Q1 2026 in Review

Summit Securities Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026, closing a stake of 55,002 shares — an estimated $26.4M sold.

Summit Securities Group first reported a position in DIA in Q2 2014 and held it in 40 quarters. The position peaked at $39.2M in Q4 2015. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Summit Securities Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2026 after selling out during the quarter.
Summit Securities Group sold 55,002 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $26.4M.
Summit Securities Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2014 and held it in 40 quarters.
Summit Securities Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $39.2M in Q4 2015.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.