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

Merit 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
2024
Q4 		– Sell
-1,989
Closed -$274K – 1159
2024
Q3 		$274K Sell
1,989
-3
-0.2% -$396 0.01% 693
2024
Q2 		$255K Sell
1,992
-94
-5% -$12K 0.01% 770
2024
Q1 		$264K Buy
+2,086
New +$255K 0.01% 752

Other funds holding DGT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Merit Financial Group's DGT Position: Q4 2024 in Review

Merit Financial Group sold out of State Street SPDR Global Dow ETF (DGT) in Q4 2024, closing a stake of 1,989 shares — an estimated $274K sold.

Merit Financial Group first reported a position in DGT in Q1 2024 and held it in 3 quarters. The position peaked at $274K in Q3 2024. 61 funds tracked by Wall St. Rank hold DGT as of Q4 2024.

  • Merit Financial Group reported no remaining State Street SPDR Global Dow ETF position as of Q4 2024 after selling out during the quarter.
  • Merit Financial Group sold 1,989 State Street SPDR Global Dow ETF shares in Q4 2024, an estimated $274K.
  • Merit Financial Group first reported a position in State Street SPDR Global Dow ETF in Q1 2024 and held it in 3 quarters.
  • Merit Financial Group's State Street SPDR Global Dow ETF position peaked at $274K in Q3 2024.
  • 61 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q4 2024.

Based on Merit Financial Group's 13F filing for Q4 2024, filed 15 Jan 2025.