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

Meridian 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	$4.25M	Buy	22,994 +653	+3%	+$119K	0.13%	158
2026 Q1	$3.79M	Buy	22,341 +2,098	+10%	+$363K	0.13%	144
2025 Q4	$3.37M	Buy	20,243 +570	+3%	+$94K	0.12%	157
2025 Q3	$3.18M	Buy	19,673 +348	+2%	+$54.1K	0.12%	154
2025 Q2	$2.91M	Buy	+19,325	New	+$2.74M	0.12%	167

Other funds holding DGT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Meridian Wealth Management increased its State Street SPDR Global Dow ETF (DGT) stake by 2.9% in Q2 2026, buying an estimated $119K and bringing the position to 22,994 shares worth $4.25M. The position accounts for 0.13% of the portfolio, ranked #158.

Meridian Wealth Management first reported a position in DGT in Q2 2025 and has held it in 5 quarters since. 98 funds tracked by Wall St. Rank hold DGT as of Q2 2026.

Meridian Wealth Management held 22,994 shares of State Street SPDR Global Dow ETF worth $4.25M as of Q2 2026.
Meridian Wealth Management bought 653 State Street SPDR Global Dow ETF shares in Q2 2026, an estimated $119K.
State Street SPDR Global Dow ETF made up 0.13% of Meridian Wealth Management's portfolio in Q2 2026, its #158 holding.
Meridian Wealth Management first reported a position in State Street SPDR Global Dow ETF in Q2 2025 and has held it in 5 quarters since.
98 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.