Larson Financial Group’s State Street SPDR Global Dow ETF DGT Stock Holding History

Larson Financial Group’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	$24.6K	Sell	145 -4	-3%	-$693	﹤0.01%	1728
2025 Q4	$24.8K	Sell	149 -5	-3%	-$825	﹤0.01%	1592
2025 Q3	$24.9K	Buy	154 +1	+0.7%	+$155	﹤0.01%	1516
2025 Q2	$23.1K	Buy	153 +1	+0.7%	+$142	﹤0.01%	1419
2025 Q1	$21.3K	Buy	+152	New	+$21.2K	﹤0.01%	1342
2023 Q3	–	Sell	-152	Closed	-$17.1K	–	1723
2023 Q2	$17.1K	Buy	+152	New	+$16.6K	﹤0.01%	782

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 $43.3B AUM 29.3% 1-Year Est. Return

Larson Financial Group's DGT Position: Q1 2026 in Review

Larson Financial Group reduced its State Street SPDR Global Dow ETF (DGT) stake by 2.7% in Q1 2026, selling an estimated $693 and leaving 145 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

Larson Financial Group first reported a position in DGT in Q2 2023 and has held it in 6 quarters since. The position peaked at $24.9K in Q3 2025. 95 funds tracked by Wall St. Rank hold DGT as of Q1 2026.

Larson Financial Group held 145 shares of State Street SPDR Global Dow ETF worth $24.6K as of Q1 2026.
Larson Financial Group sold 4 State Street SPDR Global Dow ETF shares in Q1 2026, an estimated $693.
State Street SPDR Global Dow ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1728 holding.
Larson Financial Group first reported a position in State Street SPDR Global Dow ETF in Q2 2023 and has held it in 6 quarters since.
Larson Financial Group's State Street SPDR Global Dow ETF position peaked at $24.9K in Q3 2025.
95 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q1 2026.

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