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

Raymond James Financial’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 Q1	$2.54M	Sell	14,996 -587	-4%	-$102K	﹤0.01%	3162
2025 Q4	$2.6M	Buy	15,583 +4,147	+36%	+$684K	﹤0.01%	3071
2025 Q3	$1.85M	Sell	11,436 -407	-3%	-$63.2K	﹤0.01%	3227
2025 Q2	$1.78M	Buy	11,843 +2,019	+21%	+$287K	﹤0.01%	3168
2025 Q1	$1.37M	Buy	9,824 +713	+8%	+$99.5K	﹤0.01%	3265
2024 Q4	$1.2M	Buy	+9,111	New	+$1.24M	﹤0.01%	3323

Other funds holding DGT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

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

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Raymond James Financial's DGT Position: Q1 2026 in Review

Raymond James Financial reduced its State Street SPDR Global Dow ETF (DGT) stake by 3.8% in Q1 2026, selling an estimated $102K and leaving 14,996 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #3162.

Raymond James Financial first reported a position in DGT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.6M in Q4 2025. 95 funds tracked by Wall St. Rank hold DGT as of Q1 2026.

Raymond James Financial held 14,996 shares of State Street SPDR Global Dow ETF worth $2.54M as of Q1 2026.
Raymond James Financial sold 587 State Street SPDR Global Dow ETF shares in Q1 2026, an estimated $102K.
State Street SPDR Global Dow ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3162 holding.
Raymond James Financial first reported a position in State Street SPDR Global Dow ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's State Street SPDR Global Dow ETF position peaked at $2.6M in Q4 2025.
95 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.