CIG
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CHB Investment Group’s State Street SPDR Global Dow ETF DGT Stock Holding History

CHB Investment 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
2025
Q2 		$1.9M Sell
12,622
-67
-0.5% -$9.51K 0.97% 46
2025
Q1 		$1.77M Buy
12,689
+181
+1% +$25.3K 0.94% 51
2024
Q4 		$1.65M Sell
12,508
-1,858
-13% -$253K 0.9% 53
2024
Q3 		$1.98M Buy
+14,366
New +$1.9M 1.05% 50

Other funds holding DGT

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
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
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
FA
Fagan Associates Troy, New York $813M AUM 37.92% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

CHB Investment Group's DGT Position: Q2 2025 in Review

CHB Investment Group reduced its State Street SPDR Global Dow ETF (DGT) stake by 0.53% in Q2 2025, selling an estimated $9.51K and leaving 12,622 shares worth $1.9M. The position accounts for 0.97% of the portfolio, ranked #46.

CHB Investment Group first reported a position in DGT in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.98M in Q3 2024. 82 funds tracked by Wall St. Rank hold DGT as of Q2 2025.

  • CHB Investment Group held 12,622 shares of State Street SPDR Global Dow ETF worth $1.9M as of Q2 2025.
  • CHB Investment Group sold 67 State Street SPDR Global Dow ETF shares in Q2 2025, an estimated $9.51K.
  • State Street SPDR Global Dow ETF made up 0.97% of CHB Investment Group's portfolio in Q2 2025, its #46 holding.
  • CHB Investment Group first reported a position in State Street SPDR Global Dow ETF in Q3 2024 and has held it in 4 quarters since.
  • CHB Investment Group's State Street SPDR Global Dow ETF position peaked at $1.98M in Q3 2024.
  • 82 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.