Envestnet Asset Management
DGT icon

Envestnet Asset Management’s State Street SPDR Global Dow ETF DGT Stock Holding History

Envestnet Asset 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
2026
Q2 		$2.58M Buy
13,965
+1,220
+10% +$222K ﹤0.01% 2962
2026
Q1 		$2.16M Buy
12,745
+1,992
+19% +$345K ﹤0.01% 2962
2025
Q4 		$1.79M Buy
10,753
+3,187
+42% +$526K ﹤0.01% 2909
2025
Q3 		$1.22M Sell
7,566
-1,595
-17% -$248K ﹤0.01% 3216
2025
Q2 		$1.38M Buy
9,161
+956
+12% +$136K ﹤0.01% 3059
2025
Q1 		$1.15M Buy
8,205
+657
+9% +$91.7K ﹤0.01% 3118
2024
Q4 		$997K Sell
7,548
-19,470
-72% -$2.65M ﹤0.01% 3178
2024
Q3 		$3.72M Sell
27,018
-1,168
-4% -$154K ﹤0.01% 2295
2024
Q2 		$3.61M Buy
28,186
+13,202
+88% +$1.69M ﹤0.01% 2242
2024
Q1 		$1.93M Buy
14,984
+3,464
+30% +$423K ﹤0.01% 2598
2023
Q4 		$1.37M Buy
11,520
+5,469
+90% +$612K ﹤0.01% 2701
2023
Q3 		$660K Buy
6,051
+1,683
+39% +$191K ﹤0.01% 3089
2023
Q2 		$493K Buy
4,368
+1,808
+71% +$198K ﹤0.01% 3219
2023
Q1 		$275K Buy
2,560
+146
+6% +$15.6K ﹤0.01% 3482
2022
Q4 		$244K Sell
2,414
-1,790
-43% -$174K ﹤0.01% 3563
2022
Q3 		$363K Buy
4,204
+373
+10% +$36.1K ﹤0.01% 3231
2022
Q2 		$368K Buy
+3,831
New +$403K ﹤0.01% 3240
2014
Q3 		– Sell
-6,615
Closed -$478K – 2763
2014
Q2 		$478K Sell
6,615
-2
-0% -$142 0.01% 773
2014
Q1 		$460K Sell
6,617
-1,916
-22% -$131K 0.01% 672
2013
Q4 		$590K Buy
8,533
+2,005
+31% +$135K 0.01% 581
2013
Q3 		$420K Buy
6,528
+768
+13% +$48.1K 0.01% 647
2013
Q2 		$338K Buy
+5,760
New +$348K ﹤0.01% 682

Other funds holding DGT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FA
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

Envestnet Asset Management's DGT Position: Q2 2026 in Review

Envestnet Asset Management increased its State Street SPDR Global Dow ETF (DGT) stake by 9.6% in Q2 2026, buying an estimated $222K and bringing the position to 13,965 shares worth $2.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2962.

Envestnet Asset Management first reported a position in DGT in Q2 2013 and has held it in 22 quarters since. The position peaked at $3.72M in Q3 2024. 98 funds tracked by Wall St. Rank hold DGT as of Q2 2026.

  • Envestnet Asset Management held 13,965 shares of State Street SPDR Global Dow ETF worth $2.58M as of Q2 2026.
  • Envestnet Asset Management bought 1,220 State Street SPDR Global Dow ETF shares in Q2 2026, an estimated $222K.
  • State Street SPDR Global Dow ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2962 holding.
  • Envestnet Asset Management first reported a position in State Street SPDR Global Dow ETF in Q2 2013 and has held it in 22 quarters since.
  • Envestnet Asset Management's State Street SPDR Global Dow ETF position peaked at $3.72M in Q3 2024.
  • 98 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.