Stratos Wealth Partners’s State Street SPDR Global Dow ETF DGT Stock Holding History

Stratos Wealth Partners’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 Q1	$707K	Sell	4,169 -444	-10%	-$76.9K	0.01%	934
2025 Q4	$769K	Sell	4,613 -385	-8%	-$63.5K	0.01%	866
2025 Q3	$809K	Sell	4,998 -5,800	-54%	-$901K	0.01%	830
2025 Q2	$1.63M	Sell	10,798 -331	-3%	-$47K	0.02%	551
2025 Q1	$1.56M	Sell	11,129 -1,440	-11%	-$201K	0.02%	521
2024 Q4	$1.66M	Sell	12,569 -910	-7%	-$124K	0.02%	528
2024 Q3	$1.86M	Sell	13,479 -1,874	-12%	-$247K	0.03%	487
2024 Q2	$1.97M	Sell	15,353 -3,658	-19%	-$468K	0.03%	441
2024 Q1	$2.44M	Sell	19,011 -9,723	-34%	-$1.19M	0.04%	400
2023 Q4	$3.42M	Buy	28,734 +9,957	+53%	+$1.11M	0.06%	294
2023 Q3	$2.05M	Buy	18,777 +13,025	+226%	+$1.47M	0.04%	378
2023 Q2	$649K	Buy	+5,752	New	+$630K	0.01%	672
2020 Q1	–	Sell	-5,380	Closed	-$482K	–	941
2019 Q4	$482K	Sell	5,380 -284	-5%	-$24.5K	0.02%	607
2019 Q3	$472K	Sell	5,664 -917	-14%	-$76.8K	0.02%	583
2019 Q2	$558K	Hold	6,581	–	–	0.02%	528
2019 Q1	$547K	Hold	6,581	–	–	0.02%	522
2018 Q4	$497K	Hold	6,581	–	–	0.03%	514
2018 Q3	$567K	Hold	6,581	–	–	0.03%	501
2018 Q2	$543K	Hold	6,581	–	–	0.02%	548
2018 Q1	$555K	Buy	6,581 +91	+1%	+$7.92K	0.02%	519
2017 Q4	$555K	Hold	6,490	–	–	0.02%	493
2017 Q3	$524K	Hold	6,490	–	–	0.02%	497
2017 Q2	$498K	Hold	6,490	–	–	0.03%	453
2017 Q1	$483K	Buy	6,490 +1,813	+39%	+$132K	0.03%	430
2016 Q4	$325K	Buy	4,677 +381	+9%	+$26.1K	0.02%	497
2016 Q3	$291K	Sell	4,296 -75	-2%	-$5.02K	0.02%	499
2016 Q2	$280K	Sell	4,371 -603	-12%	-$39K	0.02%	469
2016 Q1	$319K	Buy	4,974 +327	+7%	+$19.9K	0.03%	397
2015 Q4	$300K	Buy	4,647 +75	+2%	+$4.96K	0.03%	426
2015 Q3	$284K	Hold	4,572	–	–	0.04%	388
2015 Q2	$319K	Hold	4,572	–	–	0.04%	353
2015 Q1	$322K	Sell	4,572 -8	-0.2%	-$558	0.04%	410
2014 Q4	$316K	Buy	+4,580	New	+$317K	0.06%	343

Other funds holding DGT

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

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

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

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

IIM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Stratos Wealth Partners's DGT Position: Q1 2026 in Review

Stratos Wealth Partners reduced its State Street SPDR Global Dow ETF (DGT) stake by 9.6% in Q1 2026, selling an estimated $76.9K and leaving 4,169 shares worth $707K. The position accounts for 0.01% of the portfolio, ranked #934.

Stratos Wealth Partners first reported a position in DGT in Q4 2014 and has held it in 33 quarters since. The position peaked at $3.42M in Q4 2023. 95 funds tracked by Wall St. Rank hold DGT as of Q1 2026.

Stratos Wealth Partners held 4,169 shares of State Street SPDR Global Dow ETF worth $707K as of Q1 2026.
Stratos Wealth Partners sold 444 State Street SPDR Global Dow ETF shares in Q1 2026, an estimated $76.9K.
State Street SPDR Global Dow ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #934 holding.
Stratos Wealth Partners first reported a position in State Street SPDR Global Dow ETF in Q4 2014 and has held it in 33 quarters since.
Stratos Wealth Partners's State Street SPDR Global Dow ETF position peaked at $3.42M in Q4 2023.
95 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.