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DGT Institutional Ownership

State Street SPDR Global Dow ETF
1W: -1.3% 1M: -2.7% 3M: -0.3% YTD: +11.1% 1Y: +14.4% 3Y: +79.6% 5Y: +88.2%
$186.11
+0.84 (+0.45%)
 
Weekly Expected Move ±1.5%
$181 $183 $186 $189 $192
ETF AMEX · AUM $613.7M

Institutional Ownership — DGT

109
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
328M
Total Invested
11
New Positions
33
Increased
41
Reduced
10
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (116 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 249,129 $46M -1,061 -0.4% 25Q SEC ↗
2 MORGAN STANLEY 182,736 $34M +5,860 +3.3% 60Q SEC ↗
3 Baltimore-Washington Financial Advisor 87,866 $16M +3,304 +3.9% 13Q SEC ↗
4 HUB Investment Partners, LLC 84,798 $16M +5,365 +6.8% 2Q SEC ↗
5 AMERIPRISE FINANCIAL INC 84,414 $16M +81,499 +2795.8% 5Q SEC ↗
6 Members Advisory Group LLC 80,007 $15M -44,969 -36.0% 9Q SEC ↗
7 Systelligence, LLC 79,315 $15M -15,281 -16.2% 14Q SEC ↗
8 Cetera Investment Advisers 77,442 $14M +6,560 +9.3% 4Q SEC ↗
9 FAGAN ASSOCIATES, INC. 75,104 $14M -970 -1.3% 17Q SEC ↗
10 INTACT INVESTMENT MANAGEMENT INC. 73,266 $14M — +0.0% 58Q SEC ↗
11 Cambridge Investment Research Advisors 61,093 $11M -533 -0.9% 14Q SEC ↗
12 JONES FINANCIAL COMPANIES LLLP 47,949 $9M +7,899 +19.7% 9Q SEC ↗
13 Bleakley Financial Group, LLC 38,880 $7M +314 +0.8% 7Q SEC ↗
14 FLOW TRADERS U.S. LLC 36,518 $7M +29,302 +406.1% 3Q SEC ↗
15 Onyx Bridge Wealth Group LLC 33,003 $6M -14,651 -30.7% 5Q SEC ↗
16 Main Street Financial Solutions, LLC 30,391 $6M -409 -1.3% 15Q SEC ↗
17 OSAIC HOLDINGS, INC. 29,706 $6M +3,014 +11.3% 26Q SEC ↗
18 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 27,244 $5M -87 -0.3% 6Q SEC ↗
19 ARQ WEALTH ADVISORS, LLC 25,173 $5M +8,179 +48.1% 12Q SEC ↗
20 BANK OF AMERICA CORP /DE 24,046 $4M +991 +4.3% 15Q SEC ↗
21 Fortis Advisors, LLC 23,867 $4M +69 +0.3% 2Q SEC ↗
22 Meridian Wealth Management, LLC 22,994 $4M +653 +2.9% 5Q SEC ↗
23 Roundview Capital LLC 19,166 $4M -100 -0.5% 58Q SEC ↗
24 Gotham Asset Management, LLC 17,172 $3M — +0.0% 8Q SEC ↗
25 WELLS FARGO & COMPANY/MN 15,463 $3M -7,484 -32.6% 76Q SEC ↗
26 SILVER OAK SECURITIES, INCORPORATED 15,199 $3M -29 -0.2% 13Q SEC ↗
27 NWAM LLC 15,123 $3M -290 -1.9% 8Q SEC ↗
28 RAYMOND JAMES FINANCIAL INC 14,759 $3M -237 -1.6% 7Q SEC ↗
29 UBS Group AG 14,616 $3M +35 +0.2% 7Q SEC ↗
30 JANE STREET GROUP, LLC 14,352 $3M -10,285 -41.7% 2Q SEC ↗
31 ENVESTNET ASSET MANAGEMENT INC 13,965 $3M +1,220 +9.6% 17Q SEC ↗
32 Asset Management Group, Inc. 12,898 $2M +82 +0.6% 17Q SEC ↗
33 Equitable Holdings, Inc. 11,898 $2M +138 +1.2% 6Q SEC ↗
34 AdvisorNet Financial, Inc 11,127 $2M -30 -0.3% 12Q SEC ↗
35 MERIDIAN INVESTMENT COUNSEL INC. 9,971 $2M -250 -2.4% 51Q SEC ↗
36 McMill Wealth Management 7,054 $1M — +0.0% 2Q SEC ↗
37 THOROUGHBRED FINANCIAL SERVICES, LLC 6,628 $1M +239 +3.7% 8Q SEC ↗
38 Janney Montgomery Scott LLC NEW 6,480 $1M — +0.0% 1Q SEC ↗
39 Compound Planning, Inc. 6,427 $1M -483 -7.0% 6Q SEC ↗
40 NewEdge Advisors, LLC 5,733 $1M +2,917 +103.6% 2Q SEC ↗
41 ARCADIA INVESTMENT ADVISORS LLC 4,867 $906K — +0.0% 31Q SEC ↗
42 IHT Wealth Management, LLC 4,635 $863K +391 +9.2% 6Q SEC ↗
43 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,352 $810K -95 -2.1% 11Q SEC ↗
44 Arkadios Wealth Advisors 4,322 $804K -48 -1.1% 6Q SEC ↗
45 PERRYMAN FINANCIAL ADVISORY INC /AD 4,306 $801K +459 +11.9% 3Q SEC ↗
46 Stratos Wealth Partners, LTD. 4,172 $776K +3 +0.1% 13Q SEC ↗
47 SIGNATURE ESTATE & INVESTMENT ADVISORS NEW 4,153 $773K — +0.0% 1Q SEC ↗
48 GREAT VALLEY ADVISOR GROUP, INC. 4,078 $759K +331 +8.8% 2Q SEC ↗
49 Modern Wealth Management, LLC 4,078 $759K +24 +0.6% 7Q SEC ↗
50 CALTON & ASSOCIATES, INC. NEW 3,494 $650K — +0.0% 1Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
AMERIPRISE FINANCIAL INC +81,499 +2795.8% 84,414
FLOW TRADERS U.S. LLC +29,302 +406.1% 36,518
ARQ WEALTH ADVISORS, LLC +8,179 +48.1% 25,173
JONES FINANCIAL COMPANIES LLLP +7,899 +19.7% 47,949
Cetera Investment Advisers +6,560 +9.3% 77,442
MORGAN STANLEY +5,860 +3.3% 182,736
HUB Investment Partners, LLC +5,365 +6.8% 84,798
Baltimore-Washington Financial Advi +3,304 +3.9% 87,866
OSAIC HOLDINGS, INC. +3,014 +11.3% 29,706
NewEdge Advisors, LLC +2,917 +103.6% 5,733
ENVESTNET ASSET MANAGEMENT INC +1,220 +9.6% 13,965
BANK OF AMERICA CORP /DE +991 +4.3% 24,046
Meridian Wealth Management, LLC +653 +2.9% 22,994
PERRYMAN FINANCIAL ADVISORY INC /AD +459 +11.9% 4,306
MML INVESTORS SERVICES, LLC +436 +24.3% 2,227
IHT Wealth Management, LLC +391 +9.2% 4,635
GREAT VALLEY ADVISOR GROUP, INC. +331 +8.8% 4,078
Bleakley Financial Group, LLC +314 +0.8% 38,880
THOROUGHBRED FINANCIAL SERVICES, LL +239 +3.7% 6,628
Equitable Holdings, Inc. +138 +1.2% 11,898
Biggest Decreases (20)
HolderReducedChange %Total Shares
Members Advisory Group LLC -44,969 -36.0% 80,007
Systelligence, LLC -15,281 -16.2% 79,315
Onyx Bridge Wealth Group LLC -14,651 -30.7% 33,003
JANE STREET GROUP, LLC -10,285 -41.7% 14,352
WELLS FARGO & COMPANY/MN -7,484 -32.6% 15,463
Vise Technologies, Inc. -4,692 -63.1% 2,749
Integrated Advisors Network LLC -2,683 -54.9% 2,200
ROYAL BANK OF CANADA -2,190 -49.2% 2,264
BlueChip Wealth Advisors LLC -1,509 -41.8% 2,104
LPL Financial LLC -1,061 -0.4% 249,129
FAGAN ASSOCIATES, INC. -970 -1.3% 75,104
Sigma Planning Corp -820 -41.9% 1,137
Cambridge Investment Research Advis -533 -0.9% 61,093
Compound Planning, Inc. -483 -7.0% 6,427
OBSIDIAN CIO, LLC -459 -26.5% 1,271
Main Street Financial Solutions, LL -409 -1.3% 30,391
WEALTH ENHANCEMENT ADVISORY SERVICE -347 -13.1% 2,312
NWAM LLC -290 -1.9% 15,123
MERIDIAN INVESTMENT COUNSEL INC. -250 -2.4% 9,971
COMMONWEALTH EQUITY SERVICES, LLC -237 -6.9% 3,219

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms