HighTower Advisors’s State Street SPDR Global Dow ETF DGT Stock Holding History

HighTower 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
2023 Q3	–	Sell	-2,044	Closed	-$232K	–	3605
2023 Q2	$232K	Hold	2,044	–	–	﹤0.01%	2756
2023 Q1	$220K	Hold	2,044	–	–	﹤0.01%	2684
2022 Q4	$207K	Buy	+2,044	New	+$199K	﹤0.01%	2748
2022 Q2	–	Sell	-2,044	Closed	-$231K	–	3307
2022 Q1	$231K	Hold	2,044	–	–	﹤0.01%	2718
2021 Q4	$233K	Hold	2,044	–	–	﹤0.01%	2644
2021 Q3	$222K	Sell	2,044 -44	-2%	-$4.88K	﹤0.01%	2631
2021 Q2	$231K	Hold	2,088	–	–	﹤0.01%	2564
2021 Q1	$220K	Hold	2,088	–	–	﹤0.01%	2532
2020 Q4	$200K	Buy	+2,088	New	+$187K	﹤0.01%	2203
2018 Q2	–	Sell	-2,378	Closed	-$200K	–	2267
2018 Q1	$200K	Hold	2,378	–	–	﹤0.01%	1875
2017 Q4	$203K	Buy	+2,378	New	+$197K	﹤0.01%	1918

Other funds holding DGT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

IIM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors's DGT Position: Q3 2023 in Review

HighTower Advisors sold out of State Street SPDR Global Dow ETF (DGT) in Q3 2023, closing a stake of 2,044 shares — an estimated $232K sold.

HighTower Advisors first reported a position in DGT in Q4 2017 and held it in 11 quarters. The position peaked at $233K in Q4 2021. 48 funds tracked by Wall St. Rank hold DGT as of Q3 2023.

HighTower Advisors reported no remaining State Street SPDR Global Dow ETF position as of Q3 2023 after selling out during the quarter.
HighTower Advisors sold 2,044 State Street SPDR Global Dow ETF shares in Q3 2023, an estimated $232K.
HighTower Advisors first reported a position in State Street SPDR Global Dow ETF in Q4 2017 and held it in 11 quarters.
HighTower Advisors's State Street SPDR Global Dow ETF position peaked at $233K in Q4 2021.
48 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q3 2023.

Based on HighTower Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.