Summit Financial, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1765536
PARSIPPANY, NJ
Position in DIA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$23,410,907
+$2,592,833 QoQ
Shares Held
44,815
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#82
of 1,432 holders
Holding Since
Jun 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,410,907 | 44,815 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $20,818,074 | 44,945 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,527,133 | 44,795 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,693,470 | 44,623 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,676,068 | 42,383 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,451,721 | 12,984 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,090,832 | 7,264 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,985,111 | 7,055 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,567,377 | 6,564 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,756,905 | 4,417 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,308,869 | 3,473 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $725,166 | 2,165 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $230,379 | 670 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||