Summit Wealth Partners, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2033312
Orlando, FL
Position in DIA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,904,283
+$878,618 QoQ
Shares Held
15,131
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.93%
of 13F equity value
Holder Rank
#192
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 | $7,904,283 | 15,131 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $7,025,665 | 15,168 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $7,304,183 | 15,199 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $8,857,897 | 19,101 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,540,237 | 19,381 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,177,386 | 9,949 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,821,841 | 8,982 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,813,157 | 9,012 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,518,214 | 8,995 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $3,590,579 | 9,027 | Shares | Sole | 2024-09-11 | |
| 2023-12-31 | $3,134,050 | 8,316 | Shares | Sole | 2024-09-11 | |
| 2023-09-30 | $2,789,128 | 8,327 | Shares | Sole | 2024-09-11 | |
| 2023-06-30 | $2,867,709 | 8,340 | Shares | Sole | 2024-09-11 | |
| 2023-03-31 | $2,777,377 | 8,350 | Shares | Sole | 2024-09-11 | |
| 2022-12-31 | $2,766,274 | 8,349 | Shares | Sole | 2024-09-11 | |
| 2022-09-30 | $2,410,447 | 8,390 | Shares | Sole | 2024-09-11 | |
| 2022-06-30 | $2,577,376 | 8,373 | Shares | Sole | 2024-09-11 | |
| 2022-03-31 | $2,898,111 | 8,356 | Shares | Sole | 2024-09-11 | |
| 2021-12-31 | $3,030,452 | 8,341 | Shares | Sole | 2024-09-10 | |
| 2021-09-30 | $2,816,602 | 8,326 | Shares | Sole | 2024-09-10 | |
| 2021-06-30 | $2,867,224 | 8,312 | Shares | Sole | 2024-09-10 | |
| 2021-03-31 | $2,762,616 | 8,367 | Shares | Sole | 2024-09-10 | |
| 2020-12-31 | $2,560,685 | 8,374 | Shares | Sole | 2024-09-10 | |
| 2020-09-30 | $2,319,067 | 8,357 | Shares | Sole | 2024-09-10 | |
| 2020-06-30 | $2,385,813 | 9,252 | Shares | Sole | 2024-09-10 | |
| 2020-03-31 | $2,281,745 | 10,408 | Shares | Sole | 2024-09-10 | |
| No filing history on record for this holder in this stock. | ||||||