Jones Financial Companies’s State Street SPDR Global Dow ETF DGT Stock Holding History

Jones Financial Companies’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	$6.62M	Buy	40,050 +12,621	+46%	+$2.19M	﹤0.01%	974
2025 Q4	$4.57M	Buy	27,429 +6,828	+33%	+$1.13M	﹤0.01%	662
2025 Q3	$3.32M	Buy	20,601 +2,835	+16%	+$440K	﹤0.01%	702
2025 Q2	$2.67M	Buy	17,766 +7,985	+82%	+$1.13M	﹤0.01%	680
2025 Q1	$1.37M	Buy	9,781 +6,013	+160%	+$839K	﹤0.01%	756
2024 Q4	$497K	Buy	3,768 +1,773	+89%	+$242K	﹤0.01%	1004
2024 Q3	$276K	Buy	1,995 +1,491	+296%	+$197K	﹤0.01%	1029
2024 Q2	$64.6K	Buy	+504	New	+$64.5K	﹤0.01%	1167

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 $3.51B AUM 39.24% 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

Jones Financial Companies's DGT Position: Q1 2026 in Review

Jones Financial Companies increased its State Street SPDR Global Dow ETF (DGT) stake by 46% in Q1 2026, buying an estimated $2.19M and bringing the position to 40,050 shares worth $6.62M. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Jones Financial Companies first reported a position in DGT in Q2 2024 and has held it in 8 quarters since. 95 funds tracked by Wall St. Rank hold DGT as of Q1 2026.

Jones Financial Companies held 40,050 shares of State Street SPDR Global Dow ETF worth $6.62M as of Q1 2026.
Jones Financial Companies bought 12,621 State Street SPDR Global Dow ETF shares in Q1 2026, an estimated $2.19M.
State Street SPDR Global Dow ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #974 holding.
Jones Financial Companies first reported a position in State Street SPDR Global Dow ETF in Q2 2024 and has held it in 8 quarters since.
95 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.