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Fountainhead AM’s State Street SPDR Global Dow ETF DGT Stock Holding History

Fountainhead AM’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 		$77.3K Sell
1,271
-459
-27% -$83.6K 0.06% 138
2026
Q1 		$97.9K Buy
1,730
+4
+0.2% +$693 0.09% 139
2025
Q4 		$98K Buy
+1,726
New +$285K 0.15% 86

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 $861M AUM 31.91% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Fountainhead AM's DGT Position: Q2 2026 in Review

Fountainhead AM reduced its State Street SPDR Global Dow ETF (DGT) stake by 27% in Q2 2026, selling an estimated $83.6K and leaving 1,271 shares worth $77.3K. The position accounts for 0.06% of the portfolio, ranked #138.

Fountainhead AM first reported a position in DGT in Q4 2025 and has held it in 3 quarters since. The position peaked at $98K in Q4 2025. 98 funds tracked by Wall St. Rank hold DGT as of Q2 2026.

  • Fountainhead AM held 1,271 shares of State Street SPDR Global Dow ETF worth $77.3K as of Q2 2026.
  • Fountainhead AM sold 459 State Street SPDR Global Dow ETF shares in Q2 2026, an estimated $83.6K.
  • State Street SPDR Global Dow ETF made up 0.06% of Fountainhead AM's portfolio in Q2 2026, its #138 holding.
  • Fountainhead AM first reported a position in State Street SPDR Global Dow ETF in Q4 2025 and has held it in 3 quarters since.
  • Fountainhead AM's State Street SPDR Global Dow ETF position peaked at $98K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.