AWM
DGT icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AE Wealth Management's DGT Position: Q1 2026 in Review

AE Wealth Management held its State Street SPDR Global Dow ETF (DGT) position steady in Q1 2026 at 350 shares worth $59.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

AE Wealth Management first reported a position in DGT in Q4 2024 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold DGT as of Q1 2026.

  • AE Wealth Management held 350 shares of State Street SPDR Global Dow ETF worth $59.3K as of Q1 2026.
  • AE Wealth Management left its State Street SPDR Global Dow ETF share count unchanged in Q1 2026.
  • State Street SPDR Global Dow ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1923 holding.
  • AE Wealth Management first reported a position in State Street SPDR Global Dow ETF in Q4 2024 and has held it in 6 quarters since.
  • 95 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.