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

IFP 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
2020 Q3	–	Sell	-13	Closed	-$1.08K	–	2865
2020 Q2	$1K	Hold	13	–	–	﹤0.01%	2524
2020 Q1	$1K	Hold	13	–	–	﹤0.01%	2511
2019 Q4	$1K	Hold	13	–	–	﹤0.01%	2641
2019 Q3	$1K	Buy	+13	New	+$1.09K	﹤0.01%	2840
2019 Q1	$1K	Sell	10 -2,048	-100%	-$167K	﹤0.01%	2196
2018 Q4	$155K	Sell	2,058 -166	-7%	-$13.3K	0.01%	975
2018 Q3	$192K	Sell	2,224 -313	-12%	-$26.6K	0.01%	1102
2018 Q2	$209K	Buy	2,537 +22	+0.9%	+$1.86K	0.01%	1039
2018 Q1	$215K	Hold	2,515	–	–	0.01%	959
2017 Q4	$215K	Buy	2,515 +527	+27%	+$43.6K	0.01%	961
2017 Q3	$160K	Hold	1,988	–	–	0.01%	1282
2017 Q2	$153K	Buy	1,988 +187	+10%	+$14.2K	0.01%	1277
2017 Q1	$134K	Sell	1,801 -50	-3%	-$3.65K	0.01%	1330
2016 Q4	$129K	Sell	1,851 -140	-7%	-$9.59K	0.01%	1294
2016 Q3	$135K	Sell	1,991 -3	-0.2%	-$201	0.01%	1195
2016 Q2	$128K	Buy	1,994 +1,984	+19,840%	+$128K	0.01%	1201
2016 Q1	$1K	Sell	10 -2,427	-100%	-$147K	﹤0.01%	2190
2015 Q4	$158K	Buy	+2,437	New	+$161K	0.01%	945

Other funds holding DGT

IIM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

MIC

Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return

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

AIA

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

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

IFP Advisors's DGT Position: Q3 2020 in Review

IFP Advisors sold out of State Street SPDR Global Dow ETF (DGT) in Q3 2020, closing a stake of 13 shares — an estimated $1.08K sold.

IFP Advisors first reported a position in DGT in Q4 2015 and held it in 18 quarters. The position peaked at $215K in Q1 2018. 29 funds tracked by Wall St. Rank hold DGT as of Q3 2020.

IFP Advisors reported no remaining State Street SPDR Global Dow ETF position as of Q3 2020 after selling out during the quarter.
IFP Advisors sold 13 State Street SPDR Global Dow ETF shares in Q3 2020, an estimated $1.08K.
IFP Advisors first reported a position in State Street SPDR Global Dow ETF in Q4 2015 and held it in 18 quarters.
IFP Advisors's State Street SPDR Global Dow ETF position peaked at $215K in Q1 2018.
29 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q3 2020.

Based on IFP Advisors's 13F filing for Q3 2020, filed 29 Oct 2020.