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Northwest Financial Advisors’s State Street SPDR Global Dow ETF DGT Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-584
Closed -$80.5K – 206
2024
Q3 		$80.5K Buy
+584
New +$77.1K 0.06% 180
2024
Q1 		– Sell
-584
Closed -$69.5K – 184
2023
Q4 		$69.5K Buy
+584
New +$65.3K 0.06% 176

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
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwest Financial Advisors's DGT Position: Q4 2024 in Review

Northwest Financial Advisors sold out of State Street SPDR Global Dow ETF (DGT) in Q4 2024, closing a stake of 584 shares — an estimated $80.5K sold.

Northwest Financial Advisors first reported a position in DGT in Q4 2023 and held it in 2 quarters. The position peaked at $80.5K in Q3 2024. 61 funds tracked by Wall St. Rank hold DGT as of Q4 2024.

  • Northwest Financial Advisors reported no remaining State Street SPDR Global Dow ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 584 State Street SPDR Global Dow ETF shares in Q4 2024, an estimated $80.5K.
  • Northwest Financial Advisors first reported a position in State Street SPDR Global Dow ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's State Street SPDR Global Dow ETF position peaked at $80.5K in Q3 2024.
  • 61 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.