BFG
DGT icon

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

Bleakley 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
Q1 		$6.54M Buy
38,566
+2,286
+6% +$396K 0.1% 170
2025
Q4 		$6.05M Buy
36,280
+3,125
+9% +$516K 0.11% 163
2025
Q3 		$5.36M Sell
33,155
-905
-3% -$141K 0.12% 145
2025
Q2 		$5.13M Buy
34,060
+4,296
+14% +$610K 0.13% 148
2025
Q1 		$4.16M Sell
29,764
-5,871
-16% -$819K 0.13% 144
2024
Q4 		$4.7M Buy
+35,635
New +$4.86M 0.14% 123

Other funds holding DGT

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
SL
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 $4.09B AUM 24.76% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.51B AUM 39.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return