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NWAM LLC’s State Street SPDR Global Dow ETF DGT Stock Holding History

NWAM LLC’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 		$2.79M Sell
15,123
-290
-2% -$52.8K 0.14% 161
2026
Q1 		$2.61M Buy
15,413
+299
+2% +$51.8K 0.15% 141
2025
Q4 		$2.61M Buy
15,114
+83
+0.6% +$13.7K 0.15% 143
2025
Q3 		$2.48M Buy
15,031
+13
+0.1% +$2.02K 0.13% 158
2025
Q2 		$2.26M Buy
15,018
+61
+0.4% +$8.66K 0.13% 160
2025
Q1 		$2.09M Buy
14,957
+10
+0.1% +$1.4K 0.18% 122
2024
Q4 		$1.97M Sell
14,947
-12
-0.1% -$1.64K 0.12% 168
2024
Q3 		$2.06M Buy
+14,959
New +$1.97M 0.13% 163
2024
Q2 		– Sell
-10,064
Closed -$1.29M – 245
2024
Q1 		$1.29M Buy
10,064
+888
+10% +$109K 0.1% 188
2023
Q4 		$1.09M Buy
9,176
+824
+10% +$92.2K 0.09% 216
2023
Q3 		$911K Sell
8,352
-210
-2% -$23.8K 0.09% 201
2023
Q2 		$966K Buy
8,562
+4,470
+109% +$489K 0.08% 224
2023
Q1 		$440K Buy
4,092
+770
+23% +$82.1K 0.04% 300
2022
Q4 		$336K Buy
3,322
+6
+0.2% +$584 0.03% 394
2022
Q3 		$286K Buy
3,316
+6
+0.2% +$581 0.03% 392
2022
Q2 		$315K Buy
3,310
+182
+6% +$19.1K 0.03% 397
2022
Q1 		$352K Buy
+3,128
New +$354K 0.03% 390

Other funds holding DGT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FA
Fagan Associates Troy, New York $813M AUM 37.92% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

NWAM LLC's DGT Position: Q2 2026 in Review

NWAM LLC reduced its State Street SPDR Global Dow ETF (DGT) stake by 1.9% in Q2 2026, selling an estimated $52.8K and leaving 15,123 shares worth $2.79M. The position accounts for 0.14% of the portfolio, ranked #161.

NWAM LLC first reported a position in DGT in Q1 2022 and has held it in 17 quarters since. 98 funds tracked by Wall St. Rank hold DGT as of Q2 2026.

  • NWAM LLC held 15,123 shares of State Street SPDR Global Dow ETF worth $2.79M as of Q2 2026.
  • NWAM LLC sold 290 State Street SPDR Global Dow ETF shares in Q2 2026, an estimated $52.8K.
  • State Street SPDR Global Dow ETF made up 0.14% of NWAM LLC's portfolio in Q2 2026, its #161 holding.
  • NWAM LLC first reported a position in State Street SPDR Global Dow ETF in Q1 2022 and has held it in 17 quarters since.
  • 98 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.