UBS Group
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UBS Group’s State Street SPDR Global Dow ETF DGT Stock Holding History

UBS Group’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 		$2.47M Buy
14,581
+935
+7% +$162K ﹤0.01% 4778
2025
Q4 		$2.27M Buy
13,646
+4,429
+48% +$731K ﹤0.01% 4855
2025
Q3 		$1.49M Sell
9,217
-91
-1% -$14.1K ﹤0.01% 5239
2025
Q2 		$1.4M Buy
9,308
+8,398
+923% +$1.19M ﹤0.01% 5145
2025
Q1 		$127K Buy
910
+533
+141% +$74.4K ﹤0.01% 6855
2024
Q4 		$49.8K Buy
+377
New +$51.4K ﹤0.01% 7296
2024
Q3 		– Sell
-77
Closed -$9.87K – 9594
2024
Q2 		$9.87K Buy
+77
New +$9.86K ﹤0.01% 7722
2024
Q1 		– Sell
-29
Closed -$3.45K – 9436
2023
Q4 		$3.45K Hold
29
– – ﹤0.01% 7966
2023
Q3 		$3.16K Hold
29
– – ﹤0.01% 7600
2023
Q2 		$3.27K Buy
+29
New +$3.17K ﹤0.01% 7648
2022
Q4 		– Sell
-1,052
Closed -$91K – 10788
2022
Q3 		$91K Buy
1,052
+679
+182% +$65.8K ﹤0.01% 5782
2022
Q2 		$36K Buy
+373
New +$39.2K ﹤0.01% 6187
2021
Q2 		– Sell
-21
Closed -$2K – 9451
2021
Q1 		$2K Hold
21
– – ﹤0.01% 8606
2020
Q4 		$2K Hold
21
– – ﹤0.01% 8091
2020
Q3 		$2K Sell
21
-100
-83% -$8.3K ﹤0.01% 7647
2020
Q2 		$9K Hold
121
– – ﹤0.01% 7072
2020
Q1 		$8K Hold
121
– – ﹤0.01% 7071
2019
Q4 		$11K Sell
121
-327
-73% -$28.2K ﹤0.01% 7229
2019
Q3 		$37K Sell
448
-403
-47% -$33.7K ﹤0.01% 6365
2019
Q2 		$72K Buy
851
+100
+13% +$8.4K ﹤0.01% 5617
2019
Q1 		$62K Sell
751
-709
-49% -$57.8K ﹤0.01% 5389
2018
Q4 		$110K Sell
1,460
-50
-3% -$4.02K ﹤0.01% 5452
2018
Q3 		$130K Sell
1,510
-190
-11% -$16.1K ﹤0.01% 5356
2018
Q2 		$140K Buy
1,700
+71
+4% +$5.99K ﹤0.01% 5205
2018
Q1 		$137K Sell
1,629
-53
-3% -$4.61K ﹤0.01% 5023
2017
Q4 		$144K Hold
1,682
– – ﹤0.01% 5138
2017
Q3 		$136K Sell
1,682
-180
-10% -$14.2K ﹤0.01% 5122
2017
Q2 		$143K Buy
1,862
+450
+32% +$34.2K ﹤0.01% 4958
2017
Q1 		$105K Sell
1,412
-261
-16% -$19.1K ﹤0.01% 5042
2016
Q4 		$116K Sell
1,673
-16
-0.9% -$1.1K ﹤0.01% 5191
2016
Q3 		$114K Hold
1,689
– – ﹤0.01% 4915
2016
Q2 		$108K Buy
1,689
+487
+41% +$31.5K ﹤0.01% 4975
2016
Q1 		$77K Sell
1,202
-17,029
-93% -$1.03M ﹤0.01% 5165
2015
Q4 		$1.18M Sell
18,231
-791
-4% -$52.3K ﹤0.01% 3273
2015
Q3 		$1.18M Sell
19,022
-9,007
-32% -$606K ﹤0.01% 3206
2015
Q2 		$1.96M Buy
28,029
+12,817
+84% +$924K ﹤0.01% 3004
2015
Q1 		$1.07M Sell
15,212
-1,812
-11% -$126K ﹤0.01% 3509
2014
Q4 		$1.18M Buy
+17,024
New +$1.18M ﹤0.01% 3438

Other funds holding DGT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
SL
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
FA
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

UBS Group's DGT Position: Q1 2026 in Review

UBS Group increased its State Street SPDR Global Dow ETF (DGT) stake by 6.9% in Q1 2026, buying an estimated $162K and bringing the position to 14,581 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #4778.

UBS Group first reported a position in DGT in Q4 2014 and has held it in 38 quarters since. 95 funds tracked by Wall St. Rank hold DGT as of Q1 2026.

  • UBS Group held 14,581 shares of State Street SPDR Global Dow ETF worth $2.47M as of Q1 2026.
  • UBS Group bought 935 State Street SPDR Global Dow ETF shares in Q1 2026, an estimated $162K.
  • State Street SPDR Global Dow ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4778 holding.
  • UBS Group first reported a position in State Street SPDR Global Dow ETF in Q4 2014 and has held it in 38 quarters since.
  • 95 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.