Bank of Montreal’s State Street SPDR Global Dow ETF DGT Stock Holding History

Bank of Montreal’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	$72.9K	Hold	430	–	–	﹤0.01%	3204
2025 Q4	$71.7K	Hold	430	–	–	﹤0.01%	3121
2025 Q3	$69.6K	Hold	430	–	–	﹤0.01%	3051
2025 Q2	$64.8K	Buy	430 +280	+187%	+$39.7K	﹤0.01%	3090
2025 Q1	$21K	Hold	150	–	–	﹤0.01%	3214
2024 Q4	$19.8K	Hold	150	–	–	﹤0.01%	3256
2024 Q3	$20.8K	Sell	150 -8,972	-98%	-$1.18M	﹤0.01%	3572
2024 Q2	$1.19M	Buy	9,122 +8,972	+5,981%	+$1.15M	﹤0.01%	1934
2024 Q1	$19.3K	Hold	150	–	–	﹤0.01%	3621
2023 Q4	$17.9K	Sell	150 -683	-82%	-$76.4K	﹤0.01%	3738
2023 Q3	$95.3K	Buy	+833	New	+$94.3K	﹤0.01%	3291
2023 Q1	–	Sell	-754	Closed	-$76.3K	–	3866
2022 Q4	$76.3K	Buy	+754	New	+$73.4K	﹤0.01%	3438
2021 Q4	–	Sell	-416	Closed	-$47K	–	3571
2021 Q3	$47K	Buy	416 +65	+19%	+$7.21K	﹤0.01%	3565
2021 Q2	$39K	Buy	+351	New	+$38.8K	﹤0.01%	3451
2015 Q2	–	Sell	-500	Closed	-$35K	–	3953
2015 Q1	$35K	Buy	+500	New	+$34.9K	﹤0.01%	3059

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 $5.57B AUM 30.6% 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 $44.6B AUM 28.94% 1-Year Est. Return

Bank of Montreal's DGT Position: Q1 2026 in Review

Bank of Montreal held its State Street SPDR Global Dow ETF (DGT) position steady in Q1 2026 at 430 shares worth $72.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3204.

Bank of Montreal first reported a position in DGT in Q1 2015 and has held it in 15 quarters since. The position peaked at $1.19M in Q2 2024. 96 funds tracked by Wall St. Rank hold DGT as of Q1 2026.

Bank of Montreal held 430 shares of State Street SPDR Global Dow ETF worth $72.9K as of Q1 2026.
Bank of Montreal left its State Street SPDR Global Dow ETF share count unchanged in Q1 2026.
State Street SPDR Global Dow ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3204 holding.
Bank of Montreal first reported a position in State Street SPDR Global Dow ETF in Q1 2015 and has held it in 15 quarters since.
Bank of Montreal's State Street SPDR Global Dow ETF position peaked at $1.19M in Q2 2024.
96 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.