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

Summit X LLC’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
2025 Q3	–	Sell	-1,877	Closed	-$828K	–	58
2025 Q2	$828K	Buy	1,877 +116	+7%	+$48.1K	0.15%	107
2025 Q1	$740K	Buy	1,761 +75	+4%	+$32.4K	0.16%	104
2024 Q4	$718K	Buy	1,686 +162	+11%	+$70.1K	0.16%	99
2024 Q3	$597K	Sell	1,524 -22	-1%	-$8.94K	0.15%	109
2024 Q2	$606K	Buy	1,546 +54	+4%	+$21K	0.14%	112
2024 Q1	$595K	Buy	1,492 +53	+4%	+$20.4K	0.15%	106
2023 Q4	$543K	Buy	1,439 +20	+1%	+$6.99K	0.15%	106
2023 Q3	$476K	Buy	+1,419	New	+$492K	0.15%	105
2020 Q2	$278K	Sell	1,076 -209	-16%	-$51.4K	0.1%	170
2020 Q1	$276K	Buy	+1,285	New	+$341K	0.13%	149

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Summit X LLC's DIA Position: Q3 2025 in Review

Summit X LLC sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2025, closing a stake of 1,877 shares — an estimated $828K sold.

Summit X LLC first reported a position in DIA in Q1 2020 and held it in 10 quarters. The position peaked at $828K in Q2 2025. 1,286 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

Summit X LLC reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2025 after selling out during the quarter.
Summit X LLC sold 1,877 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $828K.
Summit X LLC first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and held it in 10 quarters.
Summit X LLC's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $828K in Q2 2025.
1,286 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.