Convergence Financial’s State Street SPDR Global Dow ETF DGT Stock Holding History

Convergence Financial’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 Q2	$222K	Buy	+1,200	New	+$219K	0.02%	258

Other funds holding DGT

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

BWFA

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

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

IIM

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

Convergence Financial's DGT Position: Q2 2026 in Review

Convergence Financial opened a new position in State Street SPDR Global Dow ETF (DGT) in Q2 2026: 1,200 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #258 among its holdings.

98 funds tracked by Wall St. Rank hold DGT as of Q2 2026.

Convergence Financial held 1,200 shares of State Street SPDR Global Dow ETF worth $222K as of Q2 2026.
State Street SPDR Global Dow ETF was a new Convergence Financial position in Q2 2026.
State Street SPDR Global Dow ETF made up 0.02% of Convergence Financial's portfolio in Q2 2026, its #258 holding.
98 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.