Avantax Advisory Services’s State Street SPDR Global Dow ETF DGT Stock Holding History

Avantax Advisory Services’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
2025 Q2	$5.18M	Buy	34,383 +17,814	+108%	+$2.53M	0.03%	443
2025 Q1	$2.32M	Buy	16,569 +9,934	+150%	+$1.39M	0.01%	681
2024 Q4	$876K	Buy	6,635 +1,799	+37%	+$245K	0.01%	1100
2024 Q3	$667K	Buy	+4,836	New	+$638K	﹤0.01%	1238
2022 Q2	–	Sell	-2,204	Closed	-$248K	–	1325
2022 Q1	$248K	Buy	+2,204	New	+$249K	﹤0.01%	1096

Other funds holding DGT

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

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

IIM

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avantax Advisory Services's DGT Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street SPDR Global Dow ETF (DGT) stake by 108% in Q2 2025, buying an estimated $2.53M and bringing the position to 34,383 shares worth $5.18M. The position accounts for 0.03% of the portfolio, ranked #443.

Avantax Advisory Services first reported a position in DGT in Q1 2022 and has held it in 5 quarters since. 81 funds tracked by Wall St. Rank hold DGT as of Q2 2025.

Avantax Advisory Services held 34,383 shares of State Street SPDR Global Dow ETF worth $5.18M as of Q2 2025.
Avantax Advisory Services bought 17,814 State Street SPDR Global Dow ETF shares in Q2 2025, an estimated $2.53M.
State Street SPDR Global Dow ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #443 holding.
Avantax Advisory Services first reported a position in State Street SPDR Global Dow ETF in Q1 2022 and has held it in 5 quarters since.
81 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.