BFG
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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
Q2 		$7.18M Buy
38,880
+314
+0.8% +$57.2K 0.09% 173
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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FA
Fagan Associates Troy, New York $813M AUM 37.92% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Bleakley Financial Group's DGT Position: Q2 2026 in Review

Bleakley Financial Group increased its State Street SPDR Global Dow ETF (DGT) stake by 0.81% in Q2 2026, buying an estimated $57.2K and bringing the position to 38,880 shares worth $7.18M. The position accounts for 0.09% of the portfolio, ranked #173.

Bleakley Financial Group first reported a position in DGT in Q4 2024 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold DGT as of Q2 2026.

  • Bleakley Financial Group held 38,880 shares of State Street SPDR Global Dow ETF worth $7.18M as of Q2 2026.
  • Bleakley Financial Group bought 314 State Street SPDR Global Dow ETF shares in Q2 2026, an estimated $57.2K.
  • State Street SPDR Global Dow ETF made up 0.09% of Bleakley Financial Group's portfolio in Q2 2026, its #173 holding.
  • Bleakley Financial Group first reported a position in State Street SPDR Global Dow ETF in Q4 2024 and has held it in 7 quarters since.
  • 98 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.