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B. Riley Wealth Advisors’s State Street SPDR Global Dow ETF DGT Stock Holding History

B. Riley 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
2024
Q2 		– Sell
-4,493
Closed -$490K – 1440
2024
Q1 		$490K Buy
4,493
+106
+2% +$13K 0.01% 802
2023
Q4 		$522K Sell
4,387
-106
-2% -$11.9K 0.01% 787
2023
Q3 		$490K Buy
4,493
+58
+1% +$6.57K 0.01% 802
2023
Q2 		$500K Sell
4,435
-561
-11% -$61.4K 0.01% 853
2023
Q1 		$537K Sell
4,996
-66
-1% -$7.04K 0.01% 771
2022
Q4 		$512K Sell
5,062
-62
-1% -$6.03K 0.01% 787
2022
Q3 		$443K Sell
5,124
-271
-5% -$26.2K 0.01% 809
2022
Q2 		$519K Sell
5,395
-431
-7% -$45.3K 0.02% 644
2022
Q1 		$656K Sell
5,826
-2,859
-33% -$323K 0.02% 617
2021
Q4 		$986K Sell
8,685
-66
-0.8% -$7.41K 0.03% 536
2021
Q3 		$955K Sell
8,751
-10
-0.1% -$1.11K 0.03% 533
2021
Q2 		$970K Sell
8,761
-2,140
-20% -$237K 0.03% 515
2021
Q1 		$1.15M Buy
10,901
+1,708
+19% +$174K 0.04% 438
2020
Q4 		$883K Sell
9,193
-535
-5% -$48K 0.05% 365
2020
Q3 		$799K Sell
9,728
-36
-0.4% -$2.99K 0.04% 372
2020
Q2 		$764K Sell
9,764
-144
-1% -$10.7K 0.05% 333
2020
Q1 		$672K Buy
9,908
+463
+5% +$38K 0.06% 316
2019
Q4 		$847K Buy
9,445
+176
+2% +$15.2K 0.07% 268
2019
Q3 		$773K Buy
9,269
+26
+0.3% +$2.18K 0.08% 274
2019
Q2 		$785K Buy
9,243
+249
+3% +$20.9K 0.09% 246
2019
Q1 		$748K Buy
8,994
+946
+12% +$77.1K 0.09% 238
2018
Q4 		$608K Buy
8,048
+4
+0% +$322 0.09% 248
2018
Q3 		$694K Buy
8,044
+1,474
+22% +$125K 0.08% 258
2018
Q2 		$542K Sell
6,570
-1,624
-20% -$137K 0.07% 303
2018
Q1 		$691K Buy
8,194
+7
+0.1% +$609 0.1% 227
2017
Q4 		$700K Sell
8,187
-100
-1% -$8.27K 0.09% 239
2017
Q3 		$669K Buy
8,287
+1,537
+23% +$121K 0.11% 202
2017
Q2 		$518K Buy
+6,750
New +$514K 0.09% 245

Other funds holding DGT

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

B. Riley Wealth Advisors's DGT Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of State Street SPDR Global Dow ETF (DGT) in Q2 2024, closing a stake of 4,493 shares — an estimated $490K sold.

B. Riley Wealth Advisors first reported a position in DGT in Q2 2017 and held it in 28 quarters. The position peaked at $1.15M in Q1 2021. 52 funds tracked by Wall St. Rank hold DGT as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining State Street SPDR Global Dow ETF position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,493 State Street SPDR Global Dow ETF shares in Q2 2024, an estimated $490K.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR Global Dow ETF in Q2 2017 and held it in 28 quarters.
  • B. Riley Wealth Advisors's State Street SPDR Global Dow ETF position peaked at $1.15M in Q1 2021.
  • 52 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.