Great Valley Advisor Group’s State Street SPDR Global Dow ETF DGT Stock Holding History

Great Valley Advisor Group’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	$635K	Buy	+3,747	New	+$649K	0.01%	610
2024 Q3	–	Sell	-3,656	Closed	-$468K	–	834
2024 Q2	$468K	Hold	3,656	–	–	0.01%	546
2024 Q1	$470K	Sell	3,656 -55	-1%	-$6.72K	0.01%	509
2023 Q4	$442K	Sell	3,711 -221	-6%	-$24.7K	0.02%	487
2023 Q3	$429K	Buy	3,932 +568	+17%	+$64.3K	0.02%	471
2023 Q2	$380K	Buy	3,364 +1,178	+54%	+$129K	0.02%	504
2023 Q1	$235K	Buy	+2,186	New	+$233K	0.01%	610

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

Great Valley Advisor Group's DGT Position: Q1 2026 in Review

Great Valley Advisor Group opened a new position in State Street SPDR Global Dow ETF (DGT) in Q1 2026: 3,747 shares worth $635K. The stake represents 0.01% of the portfolio and ranks #610 among its holdings. This is a return to the name: Great Valley Advisor Group previously reported a position in DGT as recently as Q2 2024.

Great Valley Advisor Group first reported a position in DGT in Q1 2023 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold DGT as of Q1 2026.

Great Valley Advisor Group held 3,747 shares of State Street SPDR Global Dow ETF worth $635K as of Q1 2026.
State Street SPDR Global Dow ETF was a new Great Valley Advisor Group position in Q1 2026.
State Street SPDR Global Dow ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #610 holding.
Great Valley Advisor Group first reported a position in State Street SPDR Global Dow ETF in Q1 2023 and has held it in 7 quarters since.
95 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.