SFS
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Sowell Financial Services’s State Street SPDR Global Dow ETF DGT Stock Holding History

Sowell Financial Services’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
2025
Q3 		– Sell
-2,545
Closed -$383K – 1091
2025
Q2 		$383K Sell
2,545
-14
-0.5% -$1.99K 0.02% 696
2025
Q1 		$358K Buy
+2,559
New +$357K 0.02% 692

Other funds holding DGT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
FA
Fagan Associates Troy, New York $813M AUM 37.92% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sowell Financial Services's DGT Position: Q3 2025 in Review

Sowell Financial Services sold out of State Street SPDR Global Dow ETF (DGT) in Q3 2025, closing a stake of 2,545 shares — an estimated $383K sold.

Sowell Financial Services first reported a position in DGT in Q1 2025 and held it in 2 quarters. The position peaked at $383K in Q2 2025. 85 funds tracked by Wall St. Rank hold DGT as of Q3 2025.

  • Sowell Financial Services reported no remaining State Street SPDR Global Dow ETF position as of Q3 2025 after selling out during the quarter.
  • Sowell Financial Services sold 2,545 State Street SPDR Global Dow ETF shares in Q3 2025, an estimated $383K.
  • Sowell Financial Services first reported a position in State Street SPDR Global Dow ETF in Q1 2025 and held it in 2 quarters.
  • Sowell Financial Services's State Street SPDR Global Dow ETF position peaked at $383K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q3 2025.

Based on Sowell Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.