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McMill Wealth Management’s State Street SPDR Global Dow ETF DGT Stock Holding History

McMill Wealth Management’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 		$429K Hold
7,054
– – 0.1% 46
2026
Q1 		$399K Buy
+7,054
New +$1.22M 0.11% 45

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
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
HIP
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
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
SL
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
FA
Fagan Associates Troy, New York $813M AUM 37.92% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

McMill Wealth Management's DGT Position: Q2 2026 in Review

McMill Wealth Management held its State Street SPDR Global Dow ETF (DGT) position steady in Q2 2026 at 7,054 shares worth $429K. The position accounts for 0.1% of the portfolio, ranked #46.

McMill Wealth Management 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.

  • McMill Wealth Management held 7,054 shares of State Street SPDR Global Dow ETF worth $429K as of Q2 2026.
  • McMill Wealth Management left its State Street SPDR Global Dow ETF share count unchanged in Q2 2026.
  • State Street SPDR Global Dow ETF made up 0.1% of McMill Wealth Management's portfolio in Q2 2026, its #46 holding.
  • McMill Wealth Management 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 McMill Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.