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Raymond James Financial Services Advisors’s State Street SPDR Global Dow ETF DGT Stock Holding History

Raymond James Financial Services 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
Q3 		$930K Buy
6,748
+545
+9% +$71.9K ﹤0.01% 2212
2024
Q2 		$795K Buy
6,203
+573
+10% +$73.3K ﹤0.01% 2222
2024
Q1 		$723K Buy
5,630
+123
+2% +$15K ﹤0.01% 2260
2023
Q4 		$655K Sell
5,507
-3,678
-40% -$411K ﹤0.01% 2240
2023
Q3 		$1M Buy
9,185
+1
+0% +$113 ﹤0.01% 1904
2023
Q2 		$1.04M Buy
9,184
+39
+0.4% +$4.27K ﹤0.01% 1912
2023
Q1 		$984K Sell
9,145
-413
-4% -$44.1K ﹤0.01% 1905
2022
Q4 		$966K Buy
9,558
+2,618
+38% +$255K ﹤0.01% 1863
2022
Q3 		$599K Buy
6,940
+4,460
+180% +$432K ﹤0.01% 2141
2022
Q2 		$238K Sell
2,480
-577
-19% -$60.7K ﹤0.01% 2758
2022
Q1 		$344K Hold
3,057
– – ﹤0.01% 2615
2021
Q4 		$347K Sell
3,057
-542
-15% -$60.9K ﹤0.01% 2612
2021
Q3 		$393K Buy
3,599
+61
+2% +$6.77K ﹤0.01% 2515
2021
Q2 		$392K Buy
3,538
+16
+0.5% +$1.77K ﹤0.01% 2538
2021
Q1 		$372K Buy
3,522
+615
+21% +$62.8K ﹤0.01% 2482
2020
Q4 		$279K Hold
2,907
– – ﹤0.01% 2509
2020
Q3 		$239K Hold
2,907
– – ﹤0.01% 2423
2020
Q2 		$227K Buy
+2,907
New +$216K ﹤0.01% 2410
2019
Q2 		– Sell
-3,434
Closed -$286K – 2856
2019
Q1 		$286K Sell
3,434
-7,020
-67% -$572K ﹤0.01% 2274
2018
Q4 		$789K Sell
10,454
-12,600
-55% -$1.01M ﹤0.01% 1394
2018
Q3 		$1.99M Buy
+23,054
New +$1.96M 0.01% 1075

Other funds holding DGT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Raymond James Financial Services Advisors's DGT Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its State Street SPDR Global Dow ETF (DGT) stake by 8.8% in Q3 2024, buying an estimated $71.9K and bringing the position to 6,748 shares worth $930K. The position accounts for ﹤0.01% of the portfolio, ranked #2212.

Raymond James Financial Services Advisors first reported a position in DGT in Q3 2018 and has held it in 21 quarters since. The position peaked at $1.99M in Q3 2018. 56 funds tracked by Wall St. Rank hold DGT as of Q3 2024.

  • Raymond James Financial Services Advisors held 6,748 shares of State Street SPDR Global Dow ETF worth $930K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 545 State Street SPDR Global Dow ETF shares in Q3 2024, an estimated $71.9K.
  • State Street SPDR Global Dow ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2212 holding.
  • Raymond James Financial Services Advisors first reported a position in State Street SPDR Global Dow ETF in Q3 2018 and has held it in 21 quarters since.
  • Raymond James Financial Services Advisors's State Street SPDR Global Dow ETF position peaked at $1.99M in Q3 2018.
  • 56 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.