Calton & Associates’s State Street SPDR Global Dow ETF DGT Stock Holding History

Calton & Associates’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	$646K	Buy	+3,494	New	+$637K	0.09%	192

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

HIP

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 $813M AUM 37.92% 1-Year Est. Return

IIM

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

Calton & Associates's DGT Position: Q2 2026 in Review

Calton & Associates opened a new position in State Street SPDR Global Dow ETF (DGT) in Q2 2026: 3,494 shares worth $646K. The stake represents 0.09% of the portfolio and ranks #192 among its holdings.

98 funds tracked by Wall St. Rank hold DGT as of Q2 2026.

Calton & Associates held 3,494 shares of State Street SPDR Global Dow ETF worth $646K as of Q2 2026.
State Street SPDR Global Dow ETF was a new Calton & Associates position in Q2 2026.
State Street SPDR Global Dow ETF made up 0.09% of Calton & Associates's portfolio in Q2 2026, its #192 holding.
98 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.