Silver Oak Securities
DGT icon

Silver Oak Securities’s State Street SPDR Global Dow ETF DGT Stock Holding History

Silver Oak Securities’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 		$2.81M Sell
15,199
-29
-0.2% -$5.28K 0.17% 135
2026
Q1 		$2.58M Sell
15,228
-94
-0.6% -$16.3K 0.19% 119
2025
Q4 		$2.57M Buy
15,322
+1,838
+14% +$303K 0.17% 130
2025
Q3 		$2.18M Sell
13,484
-404
-3% -$62.8K 0.16% 132
2025
Q2 		$2.09M Buy
13,888
+96
+0.7% +$13.6K 0.17% 135
2025
Q1 		$1.93M Buy
13,792
+197
+1% +$27.5K 0.18% 134
2024
Q4 		$1.8M Sell
13,595
-3,214
-19% -$438K 0.17% 135
2024
Q3 		$2.33M Buy
16,809
+6,437
+62% +$849K 0.25% 91
2024
Q2 		$1.33M Buy
10,372
+209
+2% +$26.7K 0.2% 108
2024
Q1 		$1.31M Sell
10,163
-2,678
-21% -$327K 0.2% 117
2023
Q4 		$1.53M Buy
12,841
+5,244
+69% +$586K 0.21% 117
2023
Q3 		$829K Buy
7,597
+1,048
+16% +$119K 0.18% 107
2023
Q2 		$739K Buy
+6,549
New +$717K 0.12% 177
2022
Q4 		– Sell
-7,597
Closed -$829K – 349
2022
Q3 		$829K Buy
+7,597
New +$736K 0.18% 107

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
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
HUB Investment Partners
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
Members Advisory Group
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
Systelligence LLC
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
Fagan Associates
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
Intact Investment Management
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Silver Oak Securities's DGT Position: Q2 2026 in Review

Silver Oak Securities reduced its State Street SPDR Global Dow ETF (DGT) stake by 0.19% in Q2 2026, selling an estimated $5.28K and leaving 15,199 shares worth $2.81M. The position accounts for 0.17% of the portfolio, ranked #135.

Silver Oak Securities first reported a position in DGT in Q3 2022 and has held it in 14 quarters since. 99 funds tracked by Wall St. Rank hold DGT as of Q2 2026.

  • Silver Oak Securities held 15,199 shares of State Street SPDR Global Dow ETF worth $2.81M as of Q2 2026.
  • Silver Oak Securities sold 29 State Street SPDR Global Dow ETF shares in Q2 2026, an estimated $5.28K.
  • State Street SPDR Global Dow ETF made up 0.17% of Silver Oak Securities's portfolio in Q2 2026, its #135 holding.
  • Silver Oak Securities first reported a position in State Street SPDR Global Dow ETF in Q3 2022 and has held it in 14 quarters since.
  • 99 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.