Congress Wealth Management’s State Street SPDR Global Dow ETF DGT Stock Holding History

Congress Wealth Management’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	$220K	Buy	+1,456	New	+$207K	﹤0.01%	1131

Other funds holding DGT

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

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

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Fagan Associates Troy, New York $813M AUM 37.92% 1-Year Est. Return

Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

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

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Congress Wealth Management's DGT Position: Q2 2025 in Review

Congress Wealth Management opened a new position in State Street SPDR Global Dow ETF (DGT) in Q2 2025: 1,456 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1131 among its holdings.

82 funds tracked by Wall St. Rank hold DGT as of Q2 2025.

Congress Wealth Management held 1,456 shares of State Street SPDR Global Dow ETF worth $220K as of Q2 2025.
State Street SPDR Global Dow ETF was a new Congress Wealth Management position in Q2 2025.
State Street SPDR Global Dow ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1131 holding.
82 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.