Ownership history in SUMMIT SECURITIES GROUP LLC · 46 quarters on record
This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP LLC reported a position in SPDR DOW JONES INDUST AV (DIA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 55,002 | +48,822 | +790.0% | 3.44% | $26.4M | $478.77 |
| 2025 Q3 | ADDED | 6,180 | +695 | +12.7% | 0.59% | $2.9M | $460.26 |
| 2025 Q2 | REDUCED | 5,485 | -7,797 | -58.7% | 0.47% | $2.4M | $435.66 |
| 2025 Q1 | REDUCED | 13,282 | -14,546 | -52.3% | 0.87% | $5.6M | $413.43 |
| 2024 Q4 | ADDED | 27,828 | +9,273 | +50.0% | 2.44% | $11.8M | $417.39 |
| 2023 Q1 | ADDED | 18,555 | +17,555 | +1755.5% | 0.51% | $6.2M | $316.15 |
| 2022 Q4 | ADDED | 1,000 | +101 | +11.2% | 0.01% | $331K | $313.31 |
| 2022 Q3 | ADDED | 899 | +799 | +799.0% | 0.02% | $258K | $270.35 |
| 2022 Q2 | REDUCED | 100 | -49,900 | -99.8% | 0.00% | $31K | $288.21 |
| 2022 Q1 | ADDED | 50,000 | +38,154 | +322.1% | 1.94% | $17.3M | $323.10 |
As of 2025 Q4 — sorted by position size