Summit Trail Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1698478
NEW YORK, NY
Position in DIA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,248,512
+$141,488 QoQ
Shares Held
2,390
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#538
of 1,432 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,248,512 | 2,390 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,107,024 | 2,390 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $283,536 | 590 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $273,606 | 590 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $259,983 | 590 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $247,729 | 590 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||