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

LPL Financial’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	$42.4M	Buy	250,190 +18,212	+8%	+$3.15M	0.01%	998
2025 Q4	$38.7M	Buy	231,978 +16,365	+8%	+$2.7M	0.01%	1007
2025 Q3	$34.9M	Buy	215,613 +51,474	+31%	+$8M	0.01%	1020
2025 Q2	$24.7M	Buy	164,139 +147	+0.1%	+$20.9K	0.01%	1119
2025 Q1	$22.9M	Buy	163,992 +21,582	+15%	+$3.01M	0.01%	1071
2024 Q4	$18.8M	Buy	142,410 +31,989	+29%	+$4.36M	0.01%	1131
2024 Q3	$15.2M	Buy	110,421 +37,569	+52%	+$4.96M	0.01%	1192
2024 Q2	$9.33M	Sell	72,852 -8,853	-11%	-$1.13M	﹤0.01%	1420
2024 Q1	$10.5M	Buy	81,705 +26,200	+47%	+$3.2M	0.01%	1297
2023 Q4	$6.61M	Sell	55,505 -46,198	-45%	-$5.17M	﹤0.01%	1508
2023 Q3	$11.1M	Buy	101,703 +7,213	+8%	+$817K	0.01%	1101
2023 Q2	$10.7M	Buy	94,490 +62,331	+194%	+$6.83M	0.01%	1100
2023 Q1	$3.46M	Buy	32,159 +7,746	+32%	+$826K	﹤0.01%	1746
2022 Q4	$2.47M	Sell	24,413 -2,589	-10%	-$252K	﹤0.01%	1925
2022 Q3	$2.33M	Buy	27,002 +6,323	+31%	+$612K	﹤0.01%	1864
2022 Q2	$1.99M	Buy	20,679 +5,302	+34%	+$557K	﹤0.01%	2038
2022 Q1	$1.73M	Buy	15,377 +8,616	+127%	+$974K	﹤0.01%	2173
2021 Q4	$767K	Buy	6,761 +2,524	+60%	+$284K	﹤0.01%	2892
2021 Q3	$462K	Sell	4,237 -49	-1%	-$5.44K	﹤0.01%	3294
2021 Q2	$474K	Buy	4,286 +246	+6%	+$27.2K	﹤0.01%	3206
2021 Q1	$427K	Buy	4,040 +160	+4%	+$16.3K	﹤0.01%	3162
2020 Q4	$372K	Sell	3,880 -1,036	-21%	-$92.9K	﹤0.01%	3027
2020 Q3	$403K	Buy	4,916 +1,875	+62%	+$156K	﹤0.01%	2656
2020 Q2	$238K	Buy	+3,041	New	+$226K	﹤0.01%	3001
2020 Q1	–	Sell	-2,553	Closed	-$229K	–	3260
2019 Q4	$229K	Buy	+2,553	New	+$220K	﹤0.01%	2990
2016 Q1	–	Sell	-10,840	Closed	-$686K	–	3128
2015 Q4	$686K	Buy	10,840 +6,502	+150%	+$430K	﹤0.01%	1974
2015 Q3	$280K	Sell	4,338 -464	-10%	-$31.2K	﹤0.01%	2252
2015 Q2	$331K	Buy	+4,802	New	+$346K	﹤0.01%	2222
2014 Q1	–	Sell	-3,687	Closed	-$255K	–	2654
2013 Q4	$255K	Buy	3,687 +59	+2%	+$3.96K	﹤0.01%	2242
2013 Q3	$239K	Sell	3,628 -442	-11%	-$27.7K	﹤0.01%	2189
2013 Q2	$239K	Buy	+4,070	New	+$246K	﹤0.01%	2071

Other funds holding DGT

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

LPL Financial's DGT Position: Q1 2026 in Review

LPL Financial increased its State Street SPDR Global Dow ETF (DGT) stake by 7.9% in Q1 2026, buying an estimated $3.15M and bringing the position to 250,190 shares worth $42.4M. The position accounts for 0.01% of the portfolio, ranked #998.

LPL Financial first reported a position in DGT in Q2 2013 and has held it in 31 quarters since. 95 funds tracked by Wall St. Rank hold DGT as of Q1 2026.

LPL Financial held 250,190 shares of State Street SPDR Global Dow ETF worth $42.4M as of Q1 2026.
LPL Financial bought 18,212 State Street SPDR Global Dow ETF shares in Q1 2026, an estimated $3.15M.
State Street SPDR Global Dow ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #998 holding.
LPL Financial first reported a position in State Street SPDR Global Dow ETF in Q2 2013 and has held it in 31 quarters since.
95 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.