Sigma Planning Corp’s State Street SPDR Global Dow ETF DGT Stock Holding History

Sigma Planning Corp’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 Q3	–	Sell	-1,137	Closed	-$210K	–	1361
2026 Q2	$210K	Sell	1,137 -820	-42%	-$149K	0.01%	1306
2026 Q1	$332K	Sell	1,957 -57	-3%	-$9.9K	0.01%	1015
2025 Q4	$336K	Sell	2,014 -4	-0.2%	-$660	0.01%	969
2025 Q3	$326K	Sell	2,018 -43	-2%	-$6.68K	0.01%	1003
2025 Q2	$310K	Sell	2,061 -62	-3%	-$8.8K	0.01%	974
2025 Q1	$297K	Sell	2,123 -93	-4%	-$13K	0.01%	952
2024 Q4	$293K	Buy	+2,216	New	+$302K	0.01%	939

Other funds holding DGT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Sigma Planning Corp's DGT Position: Q3 2026 in Review

Sigma Planning Corp sold out of State Street SPDR Global Dow ETF (DGT) in Q3 2026, closing a stake of 1,137 shares — an estimated $210K sold.

Sigma Planning Corp first reported a position in DGT in Q4 2024 and held it in 7 quarters. The position peaked at $336K in Q4 2025. 42 funds tracked by Wall St. Rank hold DGT as of Q3 2026.

Sigma Planning Corp reported no remaining State Street SPDR Global Dow ETF position as of Q3 2026 after selling out during the quarter.
Sigma Planning Corp sold 1,137 State Street SPDR Global Dow ETF shares in Q3 2026, an estimated $210K.
Sigma Planning Corp first reported a position in State Street SPDR Global Dow ETF in Q4 2024 and held it in 7 quarters.
Sigma Planning Corp's State Street SPDR Global Dow ETF position peaked at $336K in Q4 2025.
42 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.