Whitener Capital Management’s State Street SPDR Global Dow ETF DGT Stock Holding History

Whitener Capital Management’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
2019 Q4	–	Sell	-75	Closed	-$6K	–	210
2019 Q3	$6K	Hold	75	–	–	﹤0.01%	390
2019 Q2	$6K	Hold	75	–	–	﹤0.01%	375
2019 Q1	$6K	Hold	75	–	–	﹤0.01%	368
2018 Q4	$5K	Hold	75	–	–	﹤0.01%	358
2018 Q3	$6K	Buy	+75	New	+$6.37K	﹤0.01%	365
2018 Q2	–	Sell	-75	Closed	-$6K	–	183
2018 Q1	$6K	Hold	75	–	–	﹤0.01%	372
2017 Q4	$6K	Buy	+75	New	+$6.2K	0.01%	353

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIC

Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Whitener Capital Management's DGT Position: Q4 2019 in Review

Whitener Capital Management sold out of State Street SPDR Global Dow ETF (DGT) in Q4 2019, closing a stake of 75 shares — an estimated $6K sold.

Whitener Capital Management first reported a position in DGT in Q4 2017 and held it in 7 quarters. The position peaked at $6K in Q3 2019. 33 funds tracked by Wall St. Rank hold DGT as of Q4 2019.

Whitener Capital Management reported no remaining State Street SPDR Global Dow ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 75 State Street SPDR Global Dow ETF shares in Q4 2019, an estimated $6K.
Whitener Capital Management first reported a position in State Street SPDR Global Dow ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's State Street SPDR Global Dow ETF position peaked at $6K in Q3 2019.
33 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.