Baltimore-Washington Financial Advisors’s State Street SPDR Global Dow ETF DGT Stock Holding History

Baltimore-Washington Financial 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	$14.3M	Buy	84,562 +4,916	+6%	+$851K	0.62%	52
2025 Q4	$13.3M	Buy	79,646 +5,131	+7%	+$847K	0.55%	53
2025 Q3	$12.1M	Buy	74,515 +4,187	+6%	+$650K	0.52%	56
2025 Q2	$10.6M	Buy	70,328 +3,811	+6%	+$541K	0.49%	59
2025 Q1	$9.3M	Buy	66,517 +136	+0.2%	+$19K	0.49%	63
2024 Q4	$8.76M	Buy	66,381 +2,237	+3%	+$305K	0.45%	68
2024 Q3	$8.84M	Buy	64,144 +2,315	+4%	+$305K	0.48%	63
2024 Q2	$7.92M	Buy	61,829 +2,651	+4%	+$339K	0.46%	66
2024 Q1	$7.6M	Buy	59,178 +1,608	+3%	+$197K	0.47%	67
2023 Q4	$6.85M	Buy	57,570 +3,759	+7%	+$420K	0.47%	68
2023 Q3	$5.87M	Buy	53,811 +13,975	+35%	+$1.58M	0.47%	69
2023 Q2	$4.5M	Buy	+39,836	New	+$4.36M	0.36%	78

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

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Baltimore-Washington Financial Advisors's DGT Position: Q1 2026 in Review

Baltimore-Washington Financial Advisors increased its State Street SPDR Global Dow ETF (DGT) stake by 6.2% in Q1 2026, buying an estimated $851K and bringing the position to 84,562 shares worth $14.3M. The position accounts for 0.62% of the portfolio, ranked #52.

Baltimore-Washington Financial Advisors first reported a position in DGT in Q2 2023 and has held it in 12 quarters since. 95 funds tracked by Wall St. Rank hold DGT as of Q1 2026.

Baltimore-Washington Financial Advisors held 84,562 shares of State Street SPDR Global Dow ETF worth $14.3M as of Q1 2026.
Baltimore-Washington Financial Advisors bought 4,916 State Street SPDR Global Dow ETF shares in Q1 2026, an estimated $851K.
State Street SPDR Global Dow ETF made up 0.62% of Baltimore-Washington Financial Advisors's portfolio in Q1 2026, its #52 holding.
Baltimore-Washington Financial Advisors first reported a position in State Street SPDR Global Dow ETF in Q2 2023 and has held it in 12 quarters since.
95 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q1 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.