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 Q2	$753K	Buy	4,078 +24	+0.6%	+$4.37K	0.01%	595
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 $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Members Advisory Group Williamsville, New York $346M AUM 28.02% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

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

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return

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

Modern Wealth Management increased its State Street SPDR Global Dow ETF (DGT) stake by 0.59% in Q2 2026, buying an estimated $4.37K and bringing the position to 4,078 shares worth $753K. The position accounts for 0.01% of the portfolio, ranked #595.

Modern Wealth Management first reported a position in DGT in Q4 2024 and has held it in 7 quarters since. 99 funds tracked by Wall St. Rank hold DGT as of Q2 2026.

Modern Wealth Management held 4,078 shares of State Street SPDR Global Dow ETF worth $753K as of Q2 2026.
Modern Wealth Management bought 24 State Street SPDR Global Dow ETF shares in Q2 2026, an estimated $4.37K.
State Street SPDR Global Dow ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #595 holding.
Modern Wealth Management first reported a position in State Street SPDR Global Dow ETF in Q4 2024 and has held it in 7 quarters since.
99 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.