Commonwealth Equity Services’s State Street SPDR Global Dow ETF DGT Stock Holding History

Commonwealth Equity Services’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	$586K	Sell	3,456 -383	-10%	-$66.3K	﹤0.01%	3083
2025 Q4	$640K	Sell	3,839 -46	-1%	-$7.59K	﹤0.01%	2965
2025 Q3	$628K	Buy	3,885 +169	+5%	+$26.3K	﹤0.01%	2986
2025 Q2	$560K	Sell	3,716 -1,163	-24%	-$165K	﹤0.01%	3051
2025 Q1	$682K	Buy	4,879 +490	+11%	+$68.4K	﹤0.01%	2783
2024 Q4	$580K	Buy	4,389 +910	+26%	+$124K	﹤0.01%	2844
2024 Q3	$480K	Sell	3,479 -710	-17%	-$93.7K	﹤0.01%	2923
2024 Q2	$537K	Buy	4,189 +36	+0.9%	+$4.61K	﹤0.01%	2778
2024 Q1	$534K	Buy	4,153 +94	+2%	+$11.5K	﹤0.01%	2764
2023 Q4	$483K	Buy	4,059 +474	+13%	+$53K	﹤0.01%	2740
2023 Q3	$391K	Buy	3,585 +1,315	+58%	+$149K	﹤0.01%	2804
2023 Q2	$256K	Buy	2,270 +313	+16%	+$34.3K	﹤0.01%	3179
2023 Q1	$210	Buy	+1,957	New	+$209K	﹤0.01%	3273
2022 Q2	–	Sell	-1,780	Closed	-$200K	–	3699
2022 Q1	$200K	Sell	1,780 -1,804	-50%	-$204K	﹤0.01%	3336
2021 Q4	$406K	Sell	3,584 -219	-6%	-$24.6K	﹤0.01%	2699
2021 Q3	$414K	Buy	3,803 +587	+18%	+$65.1K	﹤0.01%	2621
2021 Q2	$355K	Buy	+3,216	New	+$356K	﹤0.01%	2756

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

Commonwealth Equity Services's DGT Position: Q1 2026 in Review

Commonwealth Equity Services reduced its State Street SPDR Global Dow ETF (DGT) stake by 10% in Q1 2026, selling an estimated $66.3K and leaving 3,456 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #3083.

Commonwealth Equity Services first reported a position in DGT in Q2 2021 and has held it in 17 quarters since. The position peaked at $682K in Q1 2025. 95 funds tracked by Wall St. Rank hold DGT as of Q1 2026.

Commonwealth Equity Services held 3,456 shares of State Street SPDR Global Dow ETF worth $586K as of Q1 2026.
Commonwealth Equity Services sold 383 State Street SPDR Global Dow ETF shares in Q1 2026, an estimated $66.3K.
State Street SPDR Global Dow ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3083 holding.
Commonwealth Equity Services first reported a position in State Street SPDR Global Dow ETF in Q2 2021 and has held it in 17 quarters since.
Commonwealth Equity Services's State Street SPDR Global Dow ETF position peaked at $682K in Q1 2025.
95 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.