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Disclosery

DGT SPDR SERIES TRUST

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ST STR GLB DOW (fund)

72 managers (72 13F filers) reported a position in DGT shares at 2025-03-31, 1,140,134 shares in all. 13 filers opened a position and 2 filers sold out during the quarter.

Managers
72
13F filers
72
New
13
Added
27
Reduced
13
Sold out
2
Shares held by filers
1,140,134

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC163,992$22.9M0.01%+21,58213F-HRTimeline
Systelligence, LLC160,518$22.4M5.39%+85,48013F-HRTimeline
Members Advisory Group LLC75,609$10.6M4.42%+4,24113F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …73,266$10.2M0.35%013F-HRTimelineGroup
Baltimore-Washington Financial Advisors…66,517$9.3M0.49%+13613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC54,936$7.68M0.01%+38,51213F-HR/ATimelineGroup
Main Street Financial Solutions, LLC47,944$6.7M0.58%+11,52913F-HRTimeline
FAGAN ASSOCIATES, INC.42,458$5.94M0.99%+3,01013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,056$4.2M<0.01%new13F-HRTimelineGroup
Bleakley Financial Group, LLC29,764$4.16M0.13%-5,87113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY29,707$4.15M<0.01%+45213F-HRTimelineGroup
Cambridge Investment Research Advisors,…27,587$3.86M0.01%+50513F-HRTimeline
AdvisorNet Financial, Inc20,388$2.85M0.21%+43513F-HRTimeline
Roundview Capital LLC19,963$2.79M0.2%+7413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,949$2.79M0.01%+8,86413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,456$2.58M0.01%-19,01913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/17,423$2.44M<0.01%-2,33213F-HRTimelineGroup
Gotham Asset Management, LLC17,172$2.4M0.02%+6,62913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,569$2.32M0.01%+9,93413F-HRTimeline
NWAM LLC14,957$2.09M0.18%+1013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,792$1.93M0.18%+19713F-HR/ATimeline
CHB Investment Group, LLC12,689$1.77M0.94%+18113F-HRTimeline
Asset Management Group, Inc.12,502$1.75M0.32%+1513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,709$1.64M<0.01%-2,80713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,129$1.56M0.02%-1,44013F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.10,718$1.5M0.44%-613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,907$1.39M0.11%-2,96513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,824$1.37M<0.01%+71313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,781$1.37M<0.01%+6,01313F-HR/ATimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV9,664$1.35M0.95%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,205$1.15M<0.01%+65713F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC7,023$982K0.36%+97813F-HRTimeline
Janney Montgomery Scott LLC5,588$781K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,879$682K<0.01%+49013F-HRTimeline
Compound Planning, Inc.4,867$680K0.03%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC4,867$680K0.38%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,305$602K0.02%-15113F-HRTimeline
Modern Wealth Management, LLC4,096$573K0.02%+8213F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,978$556K0.03%+1,16113F-HRTimeline
Michels Family Financial, LLC3,448$482K0.44%-17713F-HRTimeline
IHT Wealth Management, LLC2,692$376K0.01%new13F-HRTimeline
Sowell Financial Services LLC2,559$358K0.02%new13F-HRTimeline
Sanctuary Advisors, LLC2,440$341K<0.01%new13F-HRTimeline
Sigma Planning Corp2,123$297K0.01%-9313F-HRTimeline
Arkadios Wealth Advisors2,105$294K0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,901$266K<0.01%new13F-HRTimelineGroup
Creekside Partners1,762$246K0.13%013F-HRTimeline
PRIVATE TRUST CO NA1,730$242K0.02%+29113F-HRTimeline
Joseph P. Lucia & Associates, LLC1,522$213K0.1%013F-HRTimeline
SYNOVUS FINANCIAL CORP1,469$205K<0.01%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC1,143$160K0.02%-96513F-HRTimelineGroup
North Star Investment Management Corp.1,130$158K0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,085$152K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG910$127K<0.01%+53313F-HRTimelineGroup
COMERICA BANK799$112K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA789$110K<0.01%-3913F-HR/ATimelineGroup
CoreCap Advisors, LLC755$106K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC649$91K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…413$57.7K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.380$53.1K0.01%013F-HRTimeline
AE Wealth Management LLC350$48.9K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC315$44K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.198$27.7K<0.01%-11013F-HRTimelineGroup
Larson Financial Group LLC152$21.2K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/150$21K<0.01%013F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC100$14K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…97$13.6K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.84$11.7K<0.01%013F-HRTimeline
WHITTIER TRUST CO50$6.99K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC50$6.99K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…30$4.19K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.