Stifel Financial’s State Street SPDR Global Dow ETF DGT Stock Holding History

Stifel Financial’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
2023 Q1	–	Sell	-5,550	Closed	-$561K	–	3347
2022 Q4	$561K	Buy	+5,550	New	+$540K	﹤0.01%	2407

Other funds holding DGT

IIM

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Stifel Financial's DGT Position: Q1 2023 in Review

Stifel Financial sold out of State Street SPDR Global Dow ETF (DGT) in Q1 2023, closing a stake of 5,550 shares — an estimated $561K sold.

Stifel Financial first reported a position in DGT in Q4 2022 and held it in 1 quarter. The position peaked at $561K in Q4 2022. 36 funds tracked by Wall St. Rank hold DGT as of Q1 2023.

Stifel Financial reported no remaining State Street SPDR Global Dow ETF position as of Q1 2023 after selling out during the quarter.
Stifel Financial sold 5,550 State Street SPDR Global Dow ETF shares in Q1 2023, an estimated $561K.
Stifel Financial first reported a position in State Street SPDR Global Dow ETF in Q4 2022 and held it in 1 quarter.
Stifel Financial's State Street SPDR Global Dow ETF position peaked at $561K in Q4 2022.
36 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q1 2023.

Based on Stifel Financial's 13F filing for Q1 2023, filed 12 May 2023.