Whittier Trust’s State Street SPDR Global Dow ETF DGT Stock Holding History

Whittier Trust’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
2025 Q3	–	Sell	-50	Closed	-$7.53K	–	1449
2025 Q2	$7.53K	Hold	50	–	–	﹤0.01%	1279
2025 Q1	$6.99K	Hold	50	–	–	﹤0.01%	1270
2024 Q4	$6.6K	Hold	50	–	–	﹤0.01%	1322
2024 Q3	$6.89K	Hold	50	–	–	﹤0.01%	1334
2024 Q2	$6.41K	Hold	50	–	–	﹤0.01%	1313
2024 Q1	$6.42K	Hold	50	–	–	﹤0.01%	1327
2023 Q4	$5.95K	Hold	50	–	–	﹤0.01%	1304
2023 Q3	$5.45K	Hold	50	–	–	﹤0.01%	1361
2023 Q2	$5.64K	Hold	50	–	–	﹤0.01%	1352
2023 Q1	$5.38K	Hold	50	–	–	﹤0.01%	1384
2022 Q4	$5.05K	Hold	50	–	–	﹤0.01%	1388
2022 Q3	$4K	Hold	50	–	–	﹤0.01%	1472
2022 Q2	$5K	Hold	50	–	–	﹤0.01%	1433
2022 Q1	$6K	Hold	50	–	–	﹤0.01%	1416
2021 Q4	$6K	Hold	50	–	–	﹤0.01%	1383
2021 Q3	$5K	Hold	50	–	–	﹤0.01%	1329
2021 Q2	$6K	Hold	50	–	–	﹤0.01%	1335
2021 Q1	$5K	Hold	50	–	–	﹤0.01%	1348
2020 Q4	$5K	Hold	50	–	–	﹤0.01%	1234
2020 Q3	$4K	Hold	50	–	–	﹤0.01%	1252
2020 Q2	$4K	Hold	50	–	–	﹤0.01%	1187
2020 Q1	$3K	Hold	50	–	–	﹤0.01%	1292
2019 Q4	$4K	Hold	50	–	–	﹤0.01%	1267
2019 Q3	$4K	Hold	50	–	–	﹤0.01%	1278
2019 Q2	$4K	Hold	50	–	–	﹤0.01%	1166
2019 Q1	$4K	Hold	50	–	–	﹤0.01%	1149
2018 Q4	$4K	Hold	50	–	–	﹤0.01%	1182
2018 Q3	$4K	Hold	50	–	–	﹤0.01%	1136
2018 Q2	$4K	Hold	50	–	–	﹤0.01%	1114
2018 Q1	$4K	Hold	50	–	–	﹤0.01%	1155
2017 Q4	$4K	Hold	50	–	–	﹤0.01%	1141
2017 Q3	$4K	Hold	50	–	–	﹤0.01%	1158
2017 Q2	$4K	Hold	50	–	–	﹤0.01%	1104
2017 Q1	$4K	Hold	50	–	–	﹤0.01%	1172
2016 Q4	$3K	Hold	50	–	–	﹤0.01%	1082
2016 Q3	$3K	Hold	50	–	–	﹤0.01%	1079
2016 Q2	$3K	Hold	50	–	–	﹤0.01%	1097
2016 Q1	$3K	Hold	50	–	–	﹤0.01%	1087
2015 Q4	$3K	Hold	50	–	–	﹤0.01%	1088
2015 Q3	$3K	Hold	50	–	–	﹤0.01%	1067
2015 Q2	$3K	Hold	50	–	–	﹤0.01%	1117
2015 Q1	$4K	Hold	50	–	–	﹤0.01%	1124
2014 Q4	$3K	Hold	50	–	–	﹤0.01%	990
2014 Q3	$4K	Hold	50	–	–	﹤0.01%	952
2014 Q2	$4K	Hold	50	–	–	﹤0.01%	953
2014 Q1	$3K	Hold	50	–	–	﹤0.01%	998
2013 Q4	$3K	Buy	+50	New	+$3.36K	﹤0.01%	999

Other funds holding DGT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Whittier Trust's DGT Position: Q3 2025 in Review

Whittier Trust sold out of State Street SPDR Global Dow ETF (DGT) in Q3 2025, closing a stake of 50 shares — an estimated $7.53K sold.

Whittier Trust first reported a position in DGT in Q4 2013 and held it in 47 quarters. The position peaked at $7.53K in Q2 2025. 84 funds tracked by Wall St. Rank hold DGT as of Q3 2025.

Whittier Trust reported no remaining State Street SPDR Global Dow ETF position as of Q3 2025 after selling out during the quarter.
Whittier Trust sold 50 State Street SPDR Global Dow ETF shares in Q3 2025, an estimated $7.53K.
Whittier Trust first reported a position in State Street SPDR Global Dow ETF in Q4 2013 and held it in 47 quarters.
Whittier Trust's State Street SPDR Global Dow ETF position peaked at $7.53K in Q2 2025.
84 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.