Carson Wealth (CWM LLC)’s State Street SPDR Global Dow ETF DGT Stock Holding History

Carson Wealth (CWM LLC)’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	$117K	Sell	689 -73	-10%	-$12.6K	﹤0.01%	3129
2025 Q4	$127K	Buy	762 +113	+17%	+$18.6K	﹤0.01%	2890
2025 Q3	$105K	Hold	649	–	–	﹤0.01%	2950
2025 Q2	$98K	Hold	649	–	–	﹤0.01%	2745
2025 Q1	$91K	Hold	649	–	–	﹤0.01%	2496
2024 Q4	$86K	Hold	649	–	–	﹤0.01%	2385
2024 Q3	$89K	Hold	649	–	–	﹤0.01%	2274
2024 Q2	$83K	Hold	649	–	–	﹤0.01%	2101
2024 Q1	$83K	Hold	649	–	–	﹤0.01%	1992
2023 Q4	$77K	Hold	649	–	–	﹤0.01%	1905
2023 Q3	$71K	Hold	649	–	–	﹤0.01%	1856
2023 Q2	$73K	Buy	+649	New	+$71.1K	﹤0.01%	1740
2019 Q1	–	Sell	-165	Closed	-$12K	–	2999
2018 Q4	$12K	Buy	+165	New	+$13.3K	﹤0.01%	1266

Other funds holding DGT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DGT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its State Street SPDR Global Dow ETF (DGT) stake by 9.6% in Q1 2026, selling an estimated $12.6K and leaving 689 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #3129.

Carson Wealth (CWM LLC) first reported a position in DGT in Q4 2018 and has held it in 13 quarters since. The position peaked at $127K in Q4 2025. 95 funds tracked by Wall St. Rank hold DGT as of Q1 2026.

Carson Wealth (CWM LLC) held 689 shares of State Street SPDR Global Dow ETF worth $117K as of Q1 2026.
Carson Wealth (CWM LLC) sold 73 State Street SPDR Global Dow ETF shares in Q1 2026, an estimated $12.6K.
State Street SPDR Global Dow ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3129 holding.
Carson Wealth (CWM LLC) first reported a position in State Street SPDR Global Dow ETF in Q4 2018 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s State Street SPDR Global Dow ETF position peaked at $127K in Q4 2025.
95 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.