Creative Planning’s State Street SPDR Global Dow ETF DGT Stock Holding History

Creative Planning’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	$462K	Buy	+2,723	New	+$471K	﹤0.01%	3088
2017 Q3	–	Sell	-231	Closed	-$18K	–	2321
2017 Q2	$18K	Hold	231	–	–	﹤0.01%	3243
2017 Q1	$17K	Hold	231	–	–	﹤0.01%	3218
2016 Q4	$16K	Sell	231 -6	-3%	-$411	﹤0.01%	3214
2016 Q3	$16K	Hold	237	–	–	﹤0.01%	3200
2016 Q2	$15K	Hold	237	–	–	﹤0.01%	2977
2016 Q1	$15K	Hold	237	–	–	﹤0.01%	2951
2015 Q4	$15K	Sell	237 -12	-5%	-$793	﹤0.01%	3032
2015 Q3	$15K	Buy	+249	New	+$16.7K	﹤0.01%	2943
2015 Q2	–	Sell	-249	Closed	-$17K	–	1542
2015 Q1	$17K	Hold	249	–	–	﹤0.01%	2839
2014 Q4	$17K	Sell	249 -60	-19%	-$4.16K	﹤0.01%	2758
2014 Q3	$22K	Buy	309 +60	+24%	+$4.32K	﹤0.01%	2476
2014 Q2	$18K	Hold	249	–	–	﹤0.01%	2547
2014 Q1	$17K	Hold	249	–	–	﹤0.01%	2473
2013 Q4	$17K	Sell	249 -45	-15%	-$3.02K	﹤0.01%	2277
2013 Q3	$19K	Hold	294	–	–	﹤0.01%	2125
2013 Q2	$17K	Buy	+294	New	+$17.8K	﹤0.01%	2018

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

Creative Planning's DGT Position: Q1 2026 in Review

Creative Planning opened a new position in State Street SPDR Global Dow ETF (DGT) in Q1 2026: 2,723 shares worth $462K. The stake represents ﹤0.01% of the portfolio and ranks #3088 among its holdings. This is a return to the name: Creative Planning previously reported a position in DGT as recently as Q2 2017.

Creative Planning first reported a position in DGT in Q2 2013 and has held it in 17 quarters since. 95 funds tracked by Wall St. Rank hold DGT as of Q1 2026.

Creative Planning held 2,723 shares of State Street SPDR Global Dow ETF worth $462K as of Q1 2026.
State Street SPDR Global Dow ETF was a new Creative Planning position in Q1 2026.
State Street SPDR Global Dow ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3088 holding.
Creative Planning first reported a position in State Street SPDR Global Dow ETF in Q2 2013 and has held it in 17 quarters since.
95 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.