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Perryman Financial Advisory’s State Street SPDR Global Dow ETF DGT Stock Holding History

Perryman Financial Advisory’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 		$796K Buy
4,306
+459
+12% +$83.6K 0.11% 107
2026
Q1 		$652K Buy
3,847
+860
+29% +$149K 0.1% 114
2025
Q4 		$498K Buy
+2,987
New +$493K 0.07% 123

Other funds holding DGT

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
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Cambridge Investment Research Advisors
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
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
AF
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

Perryman Financial Advisory's DGT Position: Q2 2026 in Review

Perryman Financial Advisory increased its State Street SPDR Global Dow ETF (DGT) stake by 12% in Q2 2026, buying an estimated $83.6K and bringing the position to 4,306 shares worth $796K. The position accounts for 0.11% of the portfolio, ranked #107.

Perryman Financial Advisory first reported a position in DGT in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold DGT as of Q2 2026.

  • Perryman Financial Advisory held 4,306 shares of State Street SPDR Global Dow ETF worth $796K as of Q2 2026.
  • Perryman Financial Advisory bought 459 State Street SPDR Global Dow ETF shares in Q2 2026, an estimated $83.6K.
  • State Street SPDR Global Dow ETF made up 0.11% of Perryman Financial Advisory's portfolio in Q2 2026, its #107 holding.
  • Perryman Financial Advisory first reported a position in State Street SPDR Global Dow ETF in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.