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Summit Wealth & Retirement Planning »

SPDR Dow Jones Industrial Average ETF shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of SPDR Dow Jones Industrial Average ETF (DIA) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning investment in SPDR Dow Jones Industrial Average ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Dow Jones Industrial Average ETF held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Dow Jones Industrial Average ETF by Summit Wealth & Retirement Planning

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$216k	414	522.61
2019-06-30	$419k	1.6k	265.53
2019-03-31	$409k	1.6k	259.35
2018-12-31	$367k	1.6k	232.87

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View all positions for Summit Wealth & Retirement Planning

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