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

Michels Family 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	$574K	Sell	3,384 -17	-0.5%	-$2.94K	0.41%	79
2025 Q4	$567K	Buy	3,401 +33	+1%	+$5.45K	0.42%	81
2025 Q3	$545K	Sell	3,368 -96	-3%	-$14.9K	0.42%	76
2025 Q2	$522K	Buy	3,464 +16	+0.5%	+$2.27K	0.44%	78
2025 Q1	$482K	Sell	3,448 -177	-5%	-$24.7K	0.44%	81
2024 Q4	$479K	Buy	+3,625	New	+$494K	0.44%	81

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

Michels Family Financial's DGT Position: Q1 2026 in Review

Michels Family Financial reduced its State Street SPDR Global Dow ETF (DGT) stake by 0.5% in Q1 2026, selling an estimated $2.94K and leaving 3,384 shares worth $574K. The position accounts for 0.41% of the portfolio, ranked #79.

Michels Family Financial first reported a position in DGT in Q4 2024 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold DGT as of Q1 2026.

Michels Family Financial held 3,384 shares of State Street SPDR Global Dow ETF worth $574K as of Q1 2026.
Michels Family Financial sold 17 State Street SPDR Global Dow ETF shares in Q1 2026, an estimated $2.94K.
State Street SPDR Global Dow ETF made up 0.41% of Michels Family Financial's portfolio in Q1 2026, its #79 holding.
Michels Family Financial first reported a position in State Street SPDR Global Dow ETF in Q4 2024 and has held it in 6 quarters since.
95 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.