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

Summit Wealth & Retirement Planning’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	$216K	Buy	+414	New	+$207K	0.05%	107
2019 Q3	–	Sell	-1,578	Closed	-$419K	–	122
2019 Q2	$419K	Buy	1,578 +1	+0.1%	+$261	0.25%	84
2019 Q1	$409K	Buy	1,577 +1	+0.1%	+$252	0.24%	88
2018 Q4	$367K	Buy	+1,576	New	+$393K	0.28%	75

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 & Retirement Planning's DIA Position: Q2 2026 in Review

Summit Wealth & Retirement Planning opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 414 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #107 among its holdings. This is a return to the name: Summit Wealth & Retirement Planning previously reported a position in DIA as recently as Q2 2019.

Summit Wealth & Retirement Planning first reported a position in DIA in Q4 2018 and has held it in 4 quarters since. The position peaked at $419K in Q2 2019. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Summit Wealth & Retirement Planning held 414 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $216K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Summit Wealth & Retirement Planning position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #107 holding.
Summit Wealth & Retirement Planning first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 4 quarters since.
Summit Wealth & Retirement Planning's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $419K in Q2 2019.
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 & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.