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

Summit Wealth Partners’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	$7.9M	Sell	15,131 -37	-0.2%	-$18.5K	1.13%	26
2026 Q1	$7.03M	Sell	15,168 -31	-0.2%	-$15K	1.11%	25
2025 Q4	$7.3M	Sell	15,199 -3,902	-20%	-$1.85M	1.35%	22
2025 Q3	$8.86M	Sell	19,101 -280	-1%	-$126K	1.6%	19
2025 Q2	$8.54M	Buy	19,381 +9,432	+95%	+$3.91M	1.63%	19
2025 Q1	$4.18M	Buy	9,949 +967	+11%	+$418K	0.85%	27
2024 Q4	$3.82M	Sell	8,982 -30	-0.3%	-$13K	0.78%	31
2024 Q3	$3.81M	Buy	9,012 +17	+0.2%	+$6.91K	0.73%	33
2024 Q2	$3.52M	Sell	8,995 -32	-0.4%	-$12.4K	0.73%	34
2024 Q1	$3.59M	Buy	9,027 +711	+9%	+$274K	0.77%	32
2023 Q4	$3.13M	Sell	8,316 -11	-0.1%	-$3.84K	0.73%	34
2023 Q3	$2.79M	Sell	8,327 -13	-0.2%	-$4.51K	0.71%	33
2023 Q2	$2.87M	Sell	8,340 -10	-0.1%	-$3.37K	0.72%	32
2023 Q1	$2.78M	Buy	8,350 +1	+0%	+$332	0.71%	33
2022 Q4	$2.77M	Sell	8,349 -41	-0.5%	-$13.3K	0.73%	33
2022 Q3	$2.41M	Buy	8,390 +17	+0.2%	+$5.4K	0.68%	37
2022 Q2	$2.58M	Buy	8,373 +17	+0.2%	+$5.56K	0.69%	34
2022 Q1	$2.9M	Buy	8,356 +15	+0.2%	+$5.2K	0.66%	31
2021 Q4	$3.03M	Buy	8,341 +15	+0.2%	+$5.33K	0.65%	31
2021 Q3	$2.82M	Buy	8,326 +14	+0.2%	+$4.89K	0.67%	31
2021 Q2	$2.87M	Sell	8,312 -55	-0.7%	-$18.8K	0.68%	31
2021 Q1	$2.76M	Sell	8,367 -7	-0.1%	-$2.21K	0.71%	31
2020 Q4	$2.56M	Buy	8,374 +17	+0.2%	+$4.95K	0.7%	31
2020 Q3	$2.32M	Sell	8,357 -895	-10%	-$244K	0.7%	33
2020 Q2	$2.39M	Sell	9,252 -1,156	-11%	-$284K	0.77%	31
2020 Q1	$2.28M	Sell	10,408 -468	-4%	-$124K	0.93%	27
2019 Q4	$3.1M	Buy	+10,876	New	+$3M	1.07%	27

Other funds holding DIA

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Summit Wealth Partners's DIA Position: Q2 2026 in Review

Summit Wealth Partners reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.24% in Q2 2026, selling an estimated $18.5K and leaving 15,131 shares worth $7.9M. The position accounts for 1.13% of the portfolio, ranked #26.

Summit Wealth Partners first reported a position in DIA in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.86M in Q3 2025. 812 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Summit Wealth Partners held 15,131 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $7.9M as of Q2 2026.
Summit Wealth Partners sold 37 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $18.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.13% of Summit Wealth Partners's portfolio in Q2 2026, its #26 holding.
Summit Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 27 quarters since.
Summit Wealth Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $8.86M in Q3 2025.
812 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

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