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

Nations 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
2026 Q2	$804K	Sell	4,352 -95	-2%	-$17.3K	0.04%	437
2026 Q1	$754K	Sell	4,447 -1,097	-20%	-$190K	0.04%	441
2025 Q4	$924K	Sell	5,544 -1,237	-18%	-$204K	0.05%	374
2025 Q3	$1.1M	Sell	6,781 -1,143	-14%	-$178K	0.07%	301
2025 Q2	$1.19M	Sell	7,924 -1,983	-20%	-$281K	0.08%	254
2025 Q1	$1.39M	Sell	9,907 -2,965	-23%	-$414K	0.11%	215
2024 Q4	$1.7M	Sell	12,872 -3,347	-21%	-$456K	0.12%	196
2024 Q3	$2.24M	Buy	16,219 +5,022	+45%	+$663K	0.16%	153
2024 Q2	$1.43M	Buy	11,197 +2,246	+25%	+$287K	0.12%	192
2024 Q1	$1.15M	Buy	8,951 +2,316	+35%	+$283K	0.1%	231
2023 Q4	$790K	Buy	+6,635	New	+$742K	0.07%	278

Other funds holding DGT

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

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

MIC

Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Nations Financial Group's DGT Position: Q2 2026 in Review

Nations Financial Group reduced its State Street SPDR Global Dow ETF (DGT) stake by 2.1% in Q2 2026, selling an estimated $17.3K and leaving 4,352 shares worth $804K. The position accounts for 0.04% of the portfolio, ranked #437.

Nations Financial Group first reported a position in DGT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.24M in Q3 2024. 24 funds tracked by Wall St. Rank hold DGT as of Q2 2026.

Nations Financial Group held 4,352 shares of State Street SPDR Global Dow ETF worth $804K as of Q2 2026.
Nations Financial Group sold 95 State Street SPDR Global Dow ETF shares in Q2 2026, an estimated $17.3K.
State Street SPDR Global Dow ETF made up 0.04% of Nations Financial Group's portfolio in Q2 2026, its #437 holding.
Nations Financial Group first reported a position in State Street SPDR Global Dow ETF in Q4 2023 and has held it in 11 quarters since.
Nations Financial Group's State Street SPDR Global Dow ETF position peaked at $2.24M in Q3 2024.
24 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.