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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s State Street SPDR Global Dow ETF DGT Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio DGT Stock Details DGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,694
Closed -$1.57M – 65
2025
Q3 		$1.57M Buy
9,694
+50
+0.5% +$7.77K 0.98% 25
2025
Q2 		$1.45M Sell
9,644
-20
-0.2% -$2.84K 0.97% 22
2025
Q1 		$1.35M Buy
+9,664
New +$1.35M 0.95% 29

Other funds holding DGT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
FA
Fagan Associates Troy, New York $813M AUM 37.92% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's DGT Position: Q4 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of State Street SPDR Global Dow ETF (DGT) in Q4 2025, closing a stake of 9,694 shares — an estimated $1.57M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in DGT in Q1 2025 and held it in 3 quarters. The position peaked at $1.57M in Q3 2025. 86 funds tracked by Wall St. Rank hold DGT as of Q4 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining State Street SPDR Global Dow ETF position as of Q4 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 9,694 State Street SPDR Global Dow ETF shares in Q4 2025, an estimated $1.57M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in State Street SPDR Global Dow ETF in Q1 2025 and held it in 3 quarters.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's State Street SPDR Global Dow ETF position peaked at $1.57M in Q3 2025.
  • 86 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q4 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q4 2025, filed 10 Aug 2026.