BlueChip Wealth Advisors’s State Street SPDR Global Dow ETF DGT Stock Holding History

BlueChip 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
2026 Q2	$389K	Sell	2,104 -1,509	-42%	-$275K	0.15%	113
2026 Q1	$613K	Hold	3,613	–	–	0.27%	69
2025 Q4	$602K	Sell	3,613 -3	-0.1%	-$495	0.25%	64
2025 Q3	$585K	Sell	3,616 -10	-0.3%	-$1.55K	0.25%	68
2025 Q2	$546K	Buy	+3,626	New	+$515K	0.24%	77

Other funds holding DGT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

BlueChip Wealth Advisors's DGT Position: Q2 2026 in Review

BlueChip Wealth Advisors reduced its State Street SPDR Global Dow ETF (DGT) stake by 42% in Q2 2026, selling an estimated $275K and leaving 2,104 shares worth $389K. The position accounts for 0.15% of the portfolio, ranked #113.

BlueChip Wealth Advisors first reported a position in DGT in Q2 2025 and has held it in 5 quarters since. The position peaked at $613K in Q1 2026. 98 funds tracked by Wall St. Rank hold DGT as of Q2 2026.

BlueChip Wealth Advisors held 2,104 shares of State Street SPDR Global Dow ETF worth $389K as of Q2 2026.
BlueChip Wealth Advisors sold 1,509 State Street SPDR Global Dow ETF shares in Q2 2026, an estimated $275K.
State Street SPDR Global Dow ETF made up 0.15% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #113 holding.
BlueChip Wealth Advisors first reported a position in State Street SPDR Global Dow ETF in Q2 2025 and has held it in 5 quarters since.
BlueChip Wealth Advisors's State Street SPDR Global Dow ETF position peaked at $613K in Q1 2026.
98 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.