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

Newbridge Financial Services 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
2025
Q4 		– Sell
-5,601
Closed -$906K – 1256
2025
Q3 		$906K Buy
5,601
+55
+1% +$8.54K 0.14% 122
2025
Q2 		$835K Buy
+5,546
New +$787K 0.14% 123

Other funds holding DGT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Morgan Stanley
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
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
FA
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

Newbridge Financial Services Group's DGT Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of State Street SPDR Global Dow ETF (DGT) in Q4 2025, closing a stake of 5,601 shares — an estimated $906K sold.

Newbridge Financial Services Group first reported a position in DGT in Q2 2025 and held it in 2 quarters. The position peaked at $906K in Q3 2025. 86 funds tracked by Wall St. Rank hold DGT as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining State Street SPDR Global Dow ETF position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 5,601 State Street SPDR Global Dow ETF shares in Q4 2025, an estimated $906K.
  • Newbridge Financial Services Group first reported a position in State Street SPDR Global Dow ETF in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's State Street SPDR Global Dow ETF position peaked at $906K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.