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Disclosery

DGT SPDR SERIES TRUST

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62 managers (62 13F filers) reported a position in DGT shares at 2024-12-31, 918,117 shares in all. 11 filers opened a position and 7 filers sold out during the quarter.

Managers
62
13F filers
62
New
11
Added
22
Reduced
12
Sold out
7
Shares held by filers
918,117

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC142,410$18.8M0.01%+31,98913F-HRTimeline
Systelligence, LLC75,038$9.91M2.44%+3,63913F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …73,266$9.67M0.34%013F-HRTimelineGroup
Members Advisory Group LLC71,368$9.44M3.87%+51,30913F-HRTimeline
Baltimore-Washington Financial Advisors…66,381$8.76M0.45%+2,23713F-HRTimeline
FAGAN ASSOCIATES, INC.39,448$5.21M0.83%-10813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,475$4.95M0.01%+2,71813F-HR/ATimelineGroup
Main Street Financial Solutions, LLC36,415$4.81M0.47%+2,31013F-HRTimeline
Bleakley Financial Group, LLC35,635$4.7M0.14%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY29,255$3.86M<0.01%+8,57313F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…27,082$3.58M0.01%+1,65713F-HRTimeline
AdvisorNet Financial, Inc19,953$2.63M0.22%+26013F-HRTimeline
Roundview Capital LLC19,889$2.63M0.18%-213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,755$2.61M<0.01%-57713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,424$2.17M<0.01%new13F-HRTimelineGroup
NWAM LLC14,947$1.97M0.12%-1213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,516$1.92M<0.01%+38813F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED13,595$1.8M0.17%-3,21413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV12,872$1.7M0.12%-3,34713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,569$1.66M0.02%-91013F-HRTimelineGroup
CHB Investment Group, LLC12,508$1.65M0.9%-1,85813F-HRTimeline
Asset Management Group, Inc.12,487$1.65M0.29%+10413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,085$1.46M<0.01%+18113F-HR/ATimeline
MERIDIAN INVESTMENT COUNSEL INC.10,724$1.42M0.42%-17413F-HRTimeline
Gotham Asset Management, LLC10,543$1.39M0.01%+6,11213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,111$1.2M<0.01%13F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,548$997K<0.01%-19,47013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.6,635$876K0.01%+1,79913F-HRTimeline
ARQ WEALTH ADVISORS, LLC6,045$798K0.3%+53513F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC4,867$643K0.35%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,456$588K0.02%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,389$580K<0.01%+91013F-HRTimeline
Vise Technologies, Inc.4,222$557K0.05%new13F-HRTimeline
Modern Wealth Management, LLC4,014$530K0.02%new13F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,768$497K<0.01%+1,77313F-HRTimelineGroup
Michels Family Financial, LLC3,625$479K0.44%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,010$397K<0.01%-1,27313F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC2,817$371K0.02%+13613F-HRTimeline
Sigma Planning Corp2,216$293K0.01%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC2,108$278K0.04%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,828$241K<0.01%+9213F-HRTimelineGroup
Creekside Partners1,762$233K0.12%013F-HRTimeline
Joseph P. Lucia & Associates, LLC1,522$201K0.09%013F-HRTimeline
PRIVATE TRUST CO NA1,439$190K0.02%+12813F-HRTimeline
North Star Investment Management Corp.1,130$149K0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,085$143K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA828$109K<0.01%+3913F-HRTimelineGroup
COMERICA BANK799$105K<0.01%-43313F-HR/ATimeline
CWM, LLCin group CWM, LLC649$86K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…413$54.5K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.380$50.2K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG377$49.8K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC350$46.2K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC315$41.5K<0.01%+1613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.308$40.6K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/150$19.8K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…97$12.8K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.84$11.1K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC50$6.6K<0.01%013F-HRTimeline
WHITTIER TRUST CO50$6.6K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…30$3.96K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.