AE Wealth Management’s State Street SPDR Global Dow ETF DGT Stock Holding History

AE Wealth Management’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
2026 Q2	$64.7K	Hold	350	–	–	﹤0.01%	2029
2026 Q1	$59.3K	Hold	350	–	–	﹤0.01%	1923
2025 Q4	$58.3K	Hold	350	–	–	﹤0.01%	1825
2025 Q3	$56.6K	Hold	350	–	–	﹤0.01%	1690
2025 Q2	$52.7K	Hold	350	–	–	﹤0.01%	1595
2025 Q1	$48.9K	Hold	350	–	–	﹤0.01%	1593
2024 Q4	$46.2K	Buy	+350	New	+$47.7K	﹤0.01%	1572

Other funds holding DGT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

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

AE Wealth Management's DGT Position: Q2 2026 in Review

AE Wealth Management held its State Street SPDR Global Dow ETF (DGT) position steady in Q2 2026 at 350 shares worth $64.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

AE Wealth Management first reported a position in DGT in Q4 2024 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold DGT as of Q2 2026.

AE Wealth Management held 350 shares of State Street SPDR Global Dow ETF worth $64.7K as of Q2 2026.
AE Wealth Management left its State Street SPDR Global Dow ETF share count unchanged in Q2 2026.
State Street SPDR Global Dow ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2029 holding.
AE Wealth Management first reported a position in State Street SPDR Global Dow ETF in Q4 2024 and has held it in 7 quarters since.
98 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.