Schroder Investment Management Group
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Schroder Investment Management Group’s State Street SPDR Global Dow ETF DGT Stock Holding History

Schroder Investment Management Group’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
2020
Q4 		– Sell
-310
Closed -$25K – 1460
2020
Q3 		$25K Hold
310
– – ﹤0.01% 1293
2020
Q2 		$24K Sell
310
-575
-65% -$42.7K ﹤0.01% 1209
2020
Q1 		$61K Sell
885
-310
-26% -$25.5K ﹤0.01% 1215
2019
Q4 		$107K Hold
1,195
– – ﹤0.01% 1202
2019
Q3 		$99K Hold
1,195
– – ﹤0.01% 1189
2019
Q2 		$101K Hold
1,195
– – ﹤0.01% 1126
2019
Q1 		$99K Hold
1,195
– – ﹤0.01% 1105
2018
Q4 		$90 Hold
1,195
– – ﹤0.01% 1140
2018
Q3 		$103K Hold
1,195
– – ﹤0.01% 1176
2018
Q2 		$98K Sell
1,195
-500
-29% -$42.2K ﹤0.01% 1208
2018
Q1 		$143K Hold
1,695
– – ﹤0.01% 1181
2017
Q4 		$145K Sell
1,695
-830
-33% -$68.6K ﹤0.01% 1225
2017
Q3 		$202K Sell
2,525
-550
-18% -$43.4K ﹤0.01% 1194
2017
Q2 		$235K Hold
3,075
– – ﹤0.01% 1147
2017
Q1 		$230K Sell
3,075
-40,585
-93% -$2.96M ﹤0.01% 1097
2016
Q4 		$3.05M Sell
43,660
-530
-1% -$36.3K 0.01% 779
2016
Q3 		$2.99M Hold
44,190
– – 0.01% 796
2016
Q2 		$2.8M Hold
44,190
– – 0.01% 800
2016
Q1 		$2.86M Sell
44,190
-39,600
-47% -$2.41M 0.01% 775
2015
Q4 		$5.42M Sell
83,790
-34,000
-29% -$2.25M 0.01% 731
2015
Q3 		$7.31M Hold
117,790
– – 0.02% 665
2015
Q2 		$8.23M Hold
117,790
– – 0.02% 675
2015
Q1 		$8.28M Buy
117,790
+21,500
+22% +$1.5M 0.02% 685
2014
Q4 		$6.65M Sell
96,290
-75,730
-44% -$5.25M 0.01% 734
2014
Q3 		$12.1M Buy
172,020
+102,720
+148% +$7.4M 0.02% 627
2014
Q2 		$5M Buy
69,300
+6,500
+10% +$461K 0.01% 769
2014
Q1 		$4.36M Buy
62,800
+4,000
+7% +$273K ﹤0.01% 798
2013
Q4 		$4.07M Buy
58,800
+4,800
+9% +$322K 0.01% 832
2013
Q3 		$3.47M Buy
+54,000
New +$3.38M 0.01% 823

Other funds holding DGT

IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Schroder Investment Management Group's DGT Position: Q4 2020 in Review

Schroder Investment Management Group sold out of State Street SPDR Global Dow ETF (DGT) in Q4 2020, closing a stake of 310 shares — an estimated $25K sold.

Schroder Investment Management Group first reported a position in DGT in Q3 2013 and held it in 29 quarters. The position peaked at $12.1M in Q3 2014. 27 funds tracked by Wall St. Rank hold DGT as of Q4 2020.

  • Schroder Investment Management Group reported no remaining State Street SPDR Global Dow ETF position as of Q4 2020 after selling out during the quarter.
  • Schroder Investment Management Group sold 310 State Street SPDR Global Dow ETF shares in Q4 2020, an estimated $25K.
  • Schroder Investment Management Group first reported a position in State Street SPDR Global Dow ETF in Q3 2013 and held it in 29 quarters.
  • Schroder Investment Management Group's State Street SPDR Global Dow ETF position peaked at $12.1M in Q3 2014.
  • 27 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q4 2020.

Based on Schroder Investment Management Group's 13F filing for Q4 2020, filed 16 Feb 2021.