Steward Partners Investment Advisory’s State Street SPDR Global Dow ETF DGT Stock Holding History

Steward Partners Investment Advisory’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
2021 Q2	–	Sell	-876	Closed	-$92.5K	–	7158
2021 Q1	$92.5K	Buy	+876	New	+$89.4K	﹤0.01%	1670
2019 Q3	–	Sell	-146	Closed	-$12K	–	2642
2019 Q2	$12K	Buy	+146	New	+$12.3K	﹤0.01%	1894
2018 Q4	–	Sell	-146	Closed	-$13K	–	1077
2018 Q3	$13K	Hold	146	–	–	﹤0.01%	1758
2018 Q2	$12K	Sell	146 -146	-50%	-$12.3K	﹤0.01%	1666
2018 Q1	$24K	Hold	292	–	–	﹤0.01%	1261
2017 Q4	$24K	Buy	+292	New	+$24.1K	﹤0.01%	1055

Other funds holding DGT

IIM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

MIC

Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory's DGT Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of State Street SPDR Global Dow ETF (DGT) in Q2 2021, closing a stake of 876 shares — an estimated $92.5K sold.

Steward Partners Investment Advisory first reported a position in DGT in Q4 2017 and held it in 6 quarters. The position peaked at $92.5K in Q1 2021. 31 funds tracked by Wall St. Rank hold DGT as of Q2 2021.

Steward Partners Investment Advisory reported no remaining State Street SPDR Global Dow ETF position as of Q2 2021 after selling out during the quarter.
Steward Partners Investment Advisory sold 876 State Street SPDR Global Dow ETF shares in Q2 2021, an estimated $92.5K.
Steward Partners Investment Advisory first reported a position in State Street SPDR Global Dow ETF in Q4 2017 and held it in 6 quarters.
Steward Partners Investment Advisory's State Street SPDR Global Dow ETF position peaked at $92.5K in Q1 2021.
31 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.