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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

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
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.