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

Atomi Financial 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
2026
Q2 		$1.19M Sell
6,427
-483
-7% -$88K 0.03% 415
2026
Q1 		$1.17M Buy
6,910
+495
+8% +$85.7K 0.04% 386
2025
Q4 		$1.07M Buy
6,415
+344
+6% +$56.8K 0.03% 388
2025
Q3 		$982K Sell
6,071
-436
-7% -$67.7K 0.03% 384
2025
Q2 		$980K Buy
6,507
+1,640
+34% +$233K 0.04% 344
2025
Q1 		$680K Buy
+4,867
New +$679K 0.03% 413

Other funds holding DGT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Atomi Financial Group's DGT Position: Q2 2026 in Review

Atomi Financial Group reduced its State Street SPDR Global Dow ETF (DGT) stake by 7% in Q2 2026, selling an estimated $88K and leaving 6,427 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #415.

Atomi Financial Group first reported a position in DGT in Q1 2025 and has held it in 6 quarters since. 98 funds tracked by Wall St. Rank hold DGT as of Q2 2026.

  • Atomi Financial Group held 6,427 shares of State Street SPDR Global Dow ETF worth $1.19M as of Q2 2026.
  • Atomi Financial Group sold 483 State Street SPDR Global Dow ETF shares in Q2 2026, an estimated $88K.
  • State Street SPDR Global Dow ETF made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #415 holding.
  • Atomi Financial Group first reported a position in State Street SPDR Global Dow ETF in Q1 2025 and has held it in 6 quarters since.
  • 98 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.