Summit Place Financial Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1801413
SUMMIT, NJ
Position in DIA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$243,956
+$27,647 QoQ
Shares Held
467
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,152
of 1,432 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,956 | 467 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $216,309 | 467 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $224,426 | 467 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $216,566 | 467 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $205,783 | 467 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||