Advisor Group’s State Street SPDR Global Dow ETF DGT Stock Holding History

Advisor Group’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
2019 Q4	$9K	Hold	105	–	–	﹤0.01%	4410
2019 Q3	$9K	Sell	105 -140	-57%	-$11.7K	﹤0.01%	4383
2019 Q2	$21K	Buy	245 +105	+75%	+$8.82K	﹤0.01%	3949
2019 Q1	$12K	Hold	140	–	–	﹤0.01%	4264
2018 Q4	$11K	Hold	140	–	–	﹤0.01%	4137
2018 Q3	$12K	Hold	140	–	–	﹤0.01%	4176
2018 Q2	$12K	Hold	140	–	–	﹤0.01%	3989
2018 Q1	$12K	Sell	140 -10	-7%	-$870	﹤0.01%	3971
2017 Q4	$13K	Hold	150	–	–	﹤0.01%	3940
2017 Q3	$12K	Hold	150	–	–	﹤0.01%	3857
2017 Q2	$12K	Hold	150	–	–	﹤0.01%	3824
2017 Q1	$11K	Hold	150	–	–	﹤0.01%	3716
2016 Q4	$10K	Hold	150	–	–	﹤0.01%	3613
2016 Q3	$10K	Hold	150	–	–	﹤0.01%	3546
2016 Q2	$9K	Buy	+150	New	+$9.7K	﹤0.01%	3525

Other funds holding DGT

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIC

Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisor Group's DGT Position: Q4 2019 in Review

Advisor Group held its State Street SPDR Global Dow ETF (DGT) position steady in Q4 2019 at 105 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #4410.

Advisor Group first reported a position in DGT in Q2 2016 and has held it in 15 quarters since. The position peaked at $21K in Q2 2019. 33 funds tracked by Wall St. Rank hold DGT as of Q4 2019.

Advisor Group held 105 shares of State Street SPDR Global Dow ETF worth $9K as of Q4 2019.
Advisor Group left its State Street SPDR Global Dow ETF share count unchanged in Q4 2019.
State Street SPDR Global Dow ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4410 holding.
Advisor Group first reported a position in State Street SPDR Global Dow ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's State Street SPDR Global Dow ETF position peaked at $21K in Q2 2019.
33 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.