Summit Wealth Partners, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 19,101 shares of DIA stock, worth $9.01 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
19,101
Previous 19,381 1.44%
Holding current value
$9.01 Million
Previous $8.54 Billion 3.72%
% of portfolio
1.6%
Previous 1.63%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$435.72 - $463.74 $122,001 - $129,847
-280 Reduced 1.44%
19,101 $8.86 Billion
Q2 2025

Aug 11, 2025
BUY
$376.48 - $440.65 $3.55 Million - $4.16 Million
9,432 Added 94.8%
19,381 $8.54 Billion
Q1 2025

May 06, 2025
BUY
$408.78 - $448.82 $395,290 - $434,008
967 Added 10.77%
9,949 $4.18 Billion
Q4 2024

Jan 27, 2025
SELL
$417.69 - $450.94 $12,530 - $13,528
-30 Reduced 0.33%
8,982 $3.82 Billion
Q3 2024

Oct 28, 2024
BUY
$386.81 - $423.12 $6,575 - $7,193
17 Added 0.19%
9,012 $3.81 Billion
Q2 2024

Sep 11, 2024
SELL
$377.31 - $399.95 $12,073 - $12,798
-32 Reduced 0.35%
8,995 $3.52 Billion
Q1 2024

Sep 11, 2024
BUY
$372.72 - $397.76 $265,003 - $282,807
711 Added 8.55%
9,027 $3.59 Billion
Q4 2023

Sep 11, 2024
SELL
$324.19 - $377.03 $3,566 - $4,147
-11 Reduced 0.13%
8,316 $3.13 Billion
Q3 2023

Sep 11, 2024
SELL
$334.95 - $356.2 $4,354 - $4,630
-13 Reduced 0.16%
8,327 $2.79 Billion
Q2 2023

Sep 11, 2024
SELL
$327.75 - $344.77 $3,277 - $3,447
-10 Reduced 0.12%
8,340 $2.87 Billion
Q1 2023

Sep 11, 2024
BUY
$318.5 - $343.03 $318 - $343
1 Added 0.01%
8,350 $2.78 Billion
Q4 2022

Sep 11, 2024
SELL
$291.96 - $346.06 $11,970 - $14,188
-41 Reduced 0.49%
8,349 $2.77 Billion
Q3 2022

Sep 11, 2024
BUY
$287.3 - $341.74 $4,884 - $5,809
17 Added 0.2%
8,390 $2.41 Billion
Q2 2022

Sep 11, 2024
BUY
$298.72 - $351.53 $5,078 - $5,976
17 Added 0.2%
8,373 $2.58 Billion
Q1 2022

Sep 11, 2024
BUY
$326.53 - $367.87 $4,897 - $5,518
15 Added 0.18%
8,356 $2.9 Billion
Q4 2021

Sep 10, 2024
BUY
$340.01 - $364.84 $5,100 - $5,472
15 Added 0.18%
8,341 $3.03 Billion
Q3 2021

Sep 10, 2024
BUY
$338.29 - $356.57 $4,736 - $4,991
14 Added 0.17%
8,326 $2.82 Billion
Q2 2021

Sep 10, 2024
SELL
$331.45 - $347.9 $18,229 - $19,134
-55 Reduced 0.66%
8,312 $2.87 Billion
Q1 2021

Sep 10, 2024
SELL
$299.81 - $331.66 $2,098 - $2,321
-7 Reduced 0.08%
8,367 $2.76 Billion
Q4 2020

Sep 10, 2024
BUY
$265.06 - $305.79 $4,506 - $5,198
17 Added 0.2%
8,374 $2.56 Billion
Q3 2020

Sep 10, 2024
SELL
$257.24 - $291.21 $230,229 - $260,632
-895 Reduced 9.67%
8,357 $2.32 Billion
Q2 2020

Sep 10, 2024
SELL
$209.38 - $276.28 $242,043 - $319,379
-1,156 Reduced 11.11%
9,252 $2.39 Billion
Q1 2020

Sep 10, 2024
SELL
$186.13 - $295.72 $87,108 - $138,396
-468 Reduced 4.3%
10,408 $2.28 Billion
Q4 2019

Sep 09, 2024
BUY
$260.72 - $286.33 $2.84 Million - $3.11 Million
10,876 New
10,876 $3.1 Billion

Others Institutions Holding DIA

# of Institutions
1,504
Shares Held
33.7M
Call Options Held
9.2M
Put Options Held
14.5M
View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA Quotes by TradingView
  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
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