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

Systelligence LLC Bloomington, Minnesota $514M AUM 17.77% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Members Advisory Group Williamsville, New York $292M AUM 19.26% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.51B AUM 39.24% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return

Main Street Financial Solutions Newtown, Pennsylvania $1.33B AUM 19.49% 1-Year Est. Return

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return