Summit Asset Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1509974
MEMPHIS, TN
Position in DIA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,340,769
+$657,428 QoQ
Shares Held
12,138
-1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.36%
of 13F equity value
Holder Rank
#223
of 1,432 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,340,769 | 12,138 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,683,341 | 12,270 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,079,210 | 12,650 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,918,713 | 12,763 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,714,349 | 12,968 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,498,328 | 13,095 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,606,813 | 13,177 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,605,916 | 13,249 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,320,541 | 13,603 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $5,475,564 | 13,766 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,827,163 | 15,462 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,273,117 | 15,743 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,501,256 | 15,999 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $5,372,145 | 16,151 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,544,476 | 16,734 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,929,780 | 17,159 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,530,909 | 17,968 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $13,946,034 | 40,210 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $14,969,873 | 41,203 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $13,824,559 | 40,866 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $14,319,564 | 41,512 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $13,569,407 | 41,097 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $12,726,062 | 41,617 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $11,925,562 | 42,975 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $10,896,038 | 42,254 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $9,284,390 | 42,350 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||