Integrated Wealth Concepts
DGT icon

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
Q2 		$365K Buy
1,978
+122
+7% +$22.2K ﹤0.01% 1863
2026
Q1 		$315K Buy
+1,856
New +$321K ﹤0.01% 1832

Other funds holding DGT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Members Advisory Group
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Fagan Associates
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
Intact Investment Management
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Integrated Wealth Concepts's DGT Position: Q2 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR Global Dow ETF (DGT) stake by 6.6% in Q2 2026, buying an estimated $22.2K and bringing the position to 1,978 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

Integrated Wealth Concepts first reported a position in DGT in Q1 2026 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold DGT as of Q2 2026.

  • Integrated Wealth Concepts held 1,978 shares of State Street SPDR Global Dow ETF worth $365K as of Q2 2026.
  • Integrated Wealth Concepts bought 122 State Street SPDR Global Dow ETF shares in Q2 2026, an estimated $22.2K.
  • State Street SPDR Global Dow ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1863 holding.
  • Integrated Wealth Concepts first reported a position in State Street SPDR Global Dow ETF in Q1 2026 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.