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 Q3	$816K	Buy	4,394 +316	+8%	+$59.6K	0.01%	628
2026 Q2	$754K	Buy	4,078 +331	+9%	+$60.3K	0.01%	605
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 $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.78B AUM 15.19% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Members Advisory Group Williamsville, New York $346M AUM 28.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Great Valley Advisor Group's DGT Position: Q3 2026 in Review

Great Valley Advisor Group increased its State Street SPDR Global Dow ETF (DGT) stake by 7.7% in Q3 2026, buying an estimated $59.6K and bringing the position to 4,394 shares worth $816K. The position accounts for 0.01% of the portfolio, ranked #628.

Great Valley Advisor Group first reported a position in DGT in Q1 2023 and has held it in 9 quarters since. 79 funds tracked by Wall St. Rank hold DGT as of Q3 2026.

Great Valley Advisor Group held 4,394 shares of State Street SPDR Global Dow ETF worth $816K as of Q3 2026.
Great Valley Advisor Group bought 316 State Street SPDR Global Dow ETF shares in Q3 2026, an estimated $59.6K.
State Street SPDR Global Dow ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q3 2026, its #628 holding.
Great Valley Advisor Group first reported a position in State Street SPDR Global Dow ETF in Q1 2023 and has held it in 9 quarters since.
79 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.