PTC
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Private Trust Company’s State Street SPDR Global Dow ETF DGT Stock Holding History

Private Trust Company’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 		$272K Buy
1,472
+7
+0.5% +$1.27K 0.02% 700
2026
Q1 		$248K Buy
1,465
+4
+0.3% +$693 0.02% 687
2025
Q4 		$244K Buy
1,461
+15
+1% +$2.48K 0.02% 686
2025
Q3 		$234K Buy
1,446
+2
+0.1% +$311 0.02% 692
2025
Q2 		$217K Sell
1,444
-286
-17% -$40.6K 0.02% 690
2025
Q1 		$242K Buy
1,730
+291
+20% +$40.6K 0.02% 645
2024
Q4 		$190K Buy
1,439
+128
+10% +$17.4K 0.02% 714
2024
Q3 		$181K Hold
1,311
– – 0.02% 736
2024
Q2 		$168K Hold
1,311
– – 0.02% 715
2024
Q1 		$168K Buy
1,311
+133
+11% +$16.3K 0.02% 703
2023
Q4 		$140K Hold
1,178
– – 0.02% 727
2023
Q3 		$128K Buy
1,178
+117
+11% +$13.2K 0.02% 714
2023
Q2 		$120K Buy
+1,061
New +$116K 0.02% 744

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

Private Trust Company's DGT Position: Q2 2026 in Review

Private Trust Company increased its State Street SPDR Global Dow ETF (DGT) stake by 0.48% in Q2 2026, buying an estimated $1.27K and bringing the position to 1,472 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #700.

Private Trust Company first reported a position in DGT in Q2 2023 and has held it in 13 quarters since. 97 funds tracked by Wall St. Rank hold DGT as of Q2 2026.

  • Private Trust Company held 1,472 shares of State Street SPDR Global Dow ETF worth $272K as of Q2 2026.
  • Private Trust Company bought 7 State Street SPDR Global Dow ETF shares in Q2 2026, an estimated $1.27K.
  • State Street SPDR Global Dow ETF made up 0.02% of Private Trust Company's portfolio in Q2 2026, its #700 holding.
  • Private Trust Company first reported a position in State Street SPDR Global Dow ETF in Q2 2023 and has held it in 13 quarters since.
  • 97 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.