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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
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
LPL Financial San Diego, California $377B 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 $4.18B 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 $3.52B AUM 37.29% 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 $43.3B AUM 29.3% 1-Year Est. Return

BlueChip Wealth Advisors's DGT Position: Q1 2026 in Review

BlueChip Wealth Advisors held its State Street SPDR Global Dow ETF (DGT) position steady in Q1 2026 at 3,613 shares worth $613K. The position accounts for 0.27% of the portfolio, ranked #69.

BlueChip Wealth Advisors first reported a position in DGT in Q2 2025 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold DGT as of Q1 2026.

  • BlueChip Wealth Advisors held 3,613 shares of State Street SPDR Global Dow ETF worth $613K as of Q1 2026.
  • BlueChip Wealth Advisors left its State Street SPDR Global Dow ETF share count unchanged in Q1 2026.
  • State Street SPDR Global Dow ETF made up 0.27% of BlueChip Wealth Advisors's portfolio in Q1 2026, its #69 holding.
  • BlueChip Wealth Advisors first reported a position in State Street SPDR Global Dow ETF in Q2 2025 and has held it in 4 quarters since.
  • 95 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q1 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.