Summit Securities Group
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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
2022
Q2 		– Sell
-50,000
Closed -$17.3M – 1010
2022
Q1 		$17.3M Buy
+50,000
New +$17.3M 1.94% 6

Other funds holding DIA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
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 Securities Group's DIA Position: Q3 2026 in Review

Summit Securities Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2026, closing a stake of 56,879 shares — an estimated $29.7M sold.

Summit Securities Group first reported a position in DIA in Q2 2014 and held it in 41 quarters. The position peaked at $39.2M in Q4 2015. 962 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Summit Securities Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2026 after selling out during the quarter.
  • Summit Securities Group sold 56,879 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $29.7M.
  • Summit Securities Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2014 and held it in 41 quarters.
  • Summit Securities Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $39.2M in Q4 2015.
  • 962 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.