Wealth Enhancement Advisory Services
DGT icon

Wealth Enhancement Advisory Services’s State Street SPDR Global Dow ETF DGT Stock Holding History

Wealth Enhancement Advisory Services’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 		$429K Sell
2,312
-347
-13% -$63.2K ﹤0.01% 2839
2026
Q1 		$455K Sell
2,659
-15,901
-86% -$2.75M ﹤0.01% 2393
2025
Q4 		$3.15M Buy
18,560
+926
+5% +$153K ﹤0.01% 1254
2025
Q3 		$2.88M Buy
17,634
+1,908
+12% +$296K ﹤0.01% 1245
2025
Q2 		$2.39M Sell
15,726
-4,223
-21% -$599K ﹤0.01% 1265
2025
Q1 		$2.79M Buy
19,949
+8,864
+80% +$1.24M 0.01% 1079
2024
Q4 		$1.46M Buy
11,085
+181
+2% +$24.7K ﹤0.01% 1339
2024
Q3 		$1.5M Sell
10,904
-2,374
-18% -$313K ﹤0.01% 1193
2024
Q2 		$1.7M Sell
13,278
-1,812
-12% -$232K ﹤0.01% 1057
2024
Q1 		$1.94M Sell
15,090
-1,944
-11% -$238K 0.01% 955
2023
Q4 		$2.03M Buy
17,034
+817
+5% +$91.4K 0.01% 891
2023
Q3 		$1.77M Buy
+16,217
New +$1.84M 0.01% 899

Other funds holding DGT

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
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Wealth Enhancement Advisory Services's DGT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street SPDR Global Dow ETF (DGT) stake by 13% in Q2 2026, selling an estimated $63.2K and leaving 2,312 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #2839.

Wealth Enhancement Advisory Services first reported a position in DGT in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.15M in Q4 2025. 24 funds tracked by Wall St. Rank hold DGT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,312 shares of State Street SPDR Global Dow ETF worth $429K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 347 State Street SPDR Global Dow ETF shares in Q2 2026, an estimated $63.2K.
  • State Street SPDR Global Dow ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2839 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR Global Dow ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR Global Dow ETF position peaked at $3.15M in Q4 2025.
  • 24 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.