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

Modern 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 Q1	$694K	Sell	4,054 -92	-2%	-$15.9K	0.01%	500
2025 Q4	$691K	Buy	4,146 +48	+1%	+$7.92K	0.01%	479
2025 Q3	$663K	Buy	4,098 +8	+0.2%	+$1.24K	0.01%	454
2025 Q2	$616K	Sell	4,090 -6	-0.1%	-$852	0.02%	441
2025 Q1	$573K	Buy	4,096 +82	+2%	+$11.4K	0.02%	391
2024 Q4	$530K	Buy	+4,014	New	+$547K	0.02%	352

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

Modern Wealth Management's DGT Position: Q1 2026 in Review

Modern Wealth Management reduced its State Street SPDR Global Dow ETF (DGT) stake by 2.2% in Q1 2026, selling an estimated $15.9K and leaving 4,054 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #500.

Modern Wealth Management 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.

Modern Wealth Management held 4,054 shares of State Street SPDR Global Dow ETF worth $694K as of Q1 2026.
Modern Wealth Management sold 92 State Street SPDR Global Dow ETF shares in Q1 2026, an estimated $15.9K.
State Street SPDR Global Dow ETF made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #500 holding.
Modern Wealth Management 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 Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.