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Money Concepts Capital’s State Street SPDR Global Dow ETF DGT Stock Holding History

Money Concepts Capital’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
2022
Q2 		– Sell
-85
Closed -$10K – 1702
2022
Q1 		$10K Buy
+85
New +$9.61K ﹤0.01% 1932

Other funds holding DGT

IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Money Concepts Capital's DGT Position: Q2 2022 in Review

Money Concepts Capital sold out of State Street SPDR Global Dow ETF (DGT) in Q2 2022, closing a stake of 85 shares — an estimated $10K sold.

Money Concepts Capital first reported a position in DGT in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 36 funds tracked by Wall St. Rank hold DGT as of Q2 2022.

  • Money Concepts Capital reported no remaining State Street SPDR Global Dow ETF position as of Q2 2022 after selling out during the quarter.
  • Money Concepts Capital sold 85 State Street SPDR Global Dow ETF shares in Q2 2022, an estimated $10K.
  • Money Concepts Capital first reported a position in State Street SPDR Global Dow ETF in Q1 2022 and held it in 1 quarter.
  • Money Concepts Capital's State Street SPDR Global Dow ETF position peaked at $10K in Q1 2022.
  • 36 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2022.

Based on Money Concepts Capital's 13F filing for Q2 2022, filed 18 Jul 2022.