Summit Wealth Group (Colorado)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Summit Wealth Group (Colorado)’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	$248K	Buy	474 +24	+5%	+$12K	0.02%	337
2026 Q1	$208K	Buy	450 +23	+5%	+$11.1K	0.02%	327
2025 Q4	$205K	Buy	+427	New	+$202K	0.03%	265

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 Wealth Group (Colorado)'s DIA Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 5.3% in Q2 2026, buying an estimated $12K and bringing the position to 474 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #337.

Summit Wealth Group (Colorado) first reported a position in DIA in Q4 2025 and has held it in 3 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Summit Wealth Group (Colorado) held 474 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $248K as of Q2 2026.
Summit Wealth Group (Colorado) bought 24 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $12K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #337 holding.
Summit Wealth Group (Colorado) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 3 quarters since.
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 Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.