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Garton & Associates Financial Advisors’s State Street SPDR Global Dow ETF DGT Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-614
Closed -$102K – 266
2025
Q4 		$102K Buy
+614
New +$101K 0.06% 226

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
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
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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Garton & Associates Financial Advisors's DGT Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of State Street SPDR Global Dow ETF (DGT) in Q1 2026, closing a stake of 614 shares — an estimated $102K sold.

Garton & Associates Financial Advisors first reported a position in DGT in Q4 2025 and held it in 1 quarter. The position peaked at $102K in Q4 2025. 96 funds tracked by Wall St. Rank hold DGT as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining State Street SPDR Global Dow ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 614 State Street SPDR Global Dow ETF shares in Q1 2026, an estimated $102K.
  • Garton & Associates Financial Advisors first reported a position in State Street SPDR Global Dow ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's State Street SPDR Global Dow ETF position peaked at $102K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.