Integrated Wealth Concepts’s State Street SPDR Global Dow ETF DGT Stock Holding History

Integrated Wealth Concepts’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	$315K	Buy	+1,856	New	+$321K	﹤0.01%	1832

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 $38.8B AUM 21.88% 1-Year Est. Return

Integrated Wealth Concepts's DGT Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in State Street SPDR Global Dow ETF (DGT) in Q1 2026: 1,856 shares worth $315K. The stake represents ﹤0.01% of the portfolio and ranks #1832 among its holdings.

95 funds tracked by Wall St. Rank hold DGT as of Q1 2026.

Integrated Wealth Concepts held 1,856 shares of State Street SPDR Global Dow ETF worth $315K as of Q1 2026.
State Street SPDR Global Dow ETF was a new Integrated Wealth Concepts position in Q1 2026.
State Street SPDR Global Dow ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1832 holding.
95 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.