Arkadios Wealth Advisors’s State Street SPDR Global Dow ETF DGT Stock Holding History

Arkadios Wealth Advisors’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	$741K	Buy	4,370 +893	+26%	+$155K	0.01%	923
2025 Q4	$580K	Buy	3,477 +968	+39%	+$160K	0.01%	936
2025 Q3	$406K	Buy	2,509 +3	+0.1%	+$466	0.01%	1033
2025 Q2	$377K	Buy	2,506 +401	+19%	+$56.9K	0.01%	962
2025 Q1	$294K	Buy	+2,105	New	+$294K	0.01%	916
2024 Q3	–	Sell	-1,734	Closed	-$222K	–	941
2024 Q2	$222K	Buy	+1,734	New	+$222K	0.02%	739

Other funds holding DGT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Arkadios Wealth Advisors's DGT Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its State Street SPDR Global Dow ETF (DGT) stake by 26% in Q1 2026, buying an estimated $155K and bringing the position to 4,370 shares worth $741K. The position accounts for 0.01% of the portfolio, ranked #923.

Arkadios Wealth Advisors first reported a position in DGT in Q2 2024 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold DGT as of Q1 2026.

Arkadios Wealth Advisors held 4,370 shares of State Street SPDR Global Dow ETF worth $741K as of Q1 2026.
Arkadios Wealth Advisors bought 893 State Street SPDR Global Dow ETF shares in Q1 2026, an estimated $155K.
State Street SPDR Global Dow ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #923 holding.
Arkadios Wealth Advisors first reported a position in State Street SPDR Global Dow ETF in Q2 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 Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.