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Vise Technologies’s State Street SPDR Global Dow ETF DGT Stock Holding History

Vise Technologies’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
Q2 		$508K Sell
2,749
-4,692
-63% -$855K 0.01% 1142
2026
Q1 		$1.24M Hold
7,441
– – 0.02% 514
2025
Q4 		$1.24M Buy
+7,441
New +$1.23M 0.02% 516
2024
Q4 		$557K Buy
+4,222
New +$575K 0.05% 395

Other funds holding DGT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FA
Fagan Associates Troy, New York $813M AUM 37.92% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Vise Technologies's DGT Position: Q2 2026 in Review

Vise Technologies reduced its State Street SPDR Global Dow ETF (DGT) stake by 63% in Q2 2026, selling an estimated $855K and leaving 2,749 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #1142.

Vise Technologies first reported a position in DGT in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.24M in Q1 2026. 98 funds tracked by Wall St. Rank hold DGT as of Q2 2026.

  • Vise Technologies held 2,749 shares of State Street SPDR Global Dow ETF worth $508K as of Q2 2026.
  • Vise Technologies sold 4,692 State Street SPDR Global Dow ETF shares in Q2 2026, an estimated $855K.
  • State Street SPDR Global Dow ETF made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1142 holding.
  • Vise Technologies first reported a position in State Street SPDR Global Dow ETF in Q4 2024 and has held it in 4 quarters since.
  • Vise Technologies's State Street SPDR Global Dow ETF position peaked at $1.24M in Q1 2026.
  • 98 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.