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Wealthspire Advisors (Maryland)’s State Street SPDR Global Dow ETF DGT Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q4 		– Sell
-50
Closed -$4K – 2456
2018
Q3 		$4K Hold
50
– – ﹤0.01% 1889
2018
Q2 		$4K Hold
50
– – ﹤0.01% 1871
2018
Q1 		$4K Hold
50
– – ﹤0.01% 1895
2017
Q4 		$4K Hold
50
– – ﹤0.01% 1893
2017
Q3 		$4K Hold
50
– – ﹤0.01% 1838
2017
Q2 		$4K Buy
+50
New +$3.81K ﹤0.01% 1812

Other funds holding DGT

IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DGT Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR Global Dow ETF (DGT) in Q4 2018, closing a stake of 50 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in DGT in Q2 2017 and held it in 6 quarters. The position peaked at $4K in Q3 2018. 31 funds tracked by Wall St. Rank hold DGT as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining State Street SPDR Global Dow ETF position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 50 State Street SPDR Global Dow ETF shares in Q4 2018, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR Global Dow ETF in Q2 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s State Street SPDR Global Dow ETF position peaked at $4K in Q3 2018.
  • 31 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.