DIA — SPDR DOW JONES INDL AVERAGE

Ownership history in Summit Wealth Partners, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Summit Wealth Partners, LLC reported a position in SPDR DOW JONES INDL AVERAGE (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.

Peak position
1.63% (2025 Q2)
Avg. % of fund
1.09%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 15,199 -3,902 -20.4% 1.35% $7.3M $479.80
2025 Q3 REDUCED 19,101 -280 -1.4% 1.60% $8.9M $461.25
2025 Q2 ADDED 19,381 +9,432 +94.8% 1.63% $8.5M $436.60
2025 Q1 ADDED 9,949 +967 +10.8% 0.85% $4.2M $414.32
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DIA price (monthly, adj. close)

Other funds also holding DIA

As of 2025 Q4 — sorted by position size

CHARTIST INC /CA/ 3Y 7Y 19.86% ARKANSAS FINANCIAL GROUP, INC. 3Y 7Y 14.92% TCM Advisors, LLC 3Y 13.09% Latko Wealth Management, Ltd. 12.47% CM WEALTH ADVISORS LLC 11.87% Mine & Arao Wealth Creation & Management, LLC. 3Y 10.0% Berkshire Money Management, Inc. 3Y 7Y 9.47% WASHINGTON CAPITAL MANAGEMENT, INC 3Y 7Y 8.38% WASHBURN CAPITAL MANAGEMENT, INC. 3Y 6.78% KW WEALTH MANAGEMENT LLC 6.63%
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