Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

STATE STREET SPDR GLOBAL DOW ETF (DGT)

82 + Investors. Track Smart Money conviction in DGT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
7Q ▲
Buyers last Q
64%

Smart Money Signals — DGT

Based on 82 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added DGT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
82 hedge funds hold DGT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +41% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+41% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 64% buying

48 buying27 selling
Last quarter: 48 funds were net buyers (12 opened a brand new position + 36 added to an existing one). Only 27 were sellers (17 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 14 → 10 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 37% medium ■ 22% new
34 out of 82 hedge funds have held DGT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~12 new funds/quarter

14 → 11 → 14 → 10 → 12 new funds/Q
New funds entering each quarter: 11 → 14 → 10 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 45% of holders stayed 2+ years

■ 45% veterans ■ 13% 1-2yr ■ 41% new
Of 82 current holders: 37 (45%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
13 of 82 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: DGT

How many hedge funds hold DGT — quarterly history vs. share price
Quarterly hedge fund ownership of DGT vs. share price

Market Analysis: DGT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DGT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: DGT
2026 Q1 Stats Unlock in 10 days 82 + Investors

Track Smart Money conviction in DGT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 82 80 2.5%
13F Shares 2M 1M 8.04%
Total Value $259M $232M 11.35%
New Positions 12 10 +2
Increased Positions 36 27 +9
Closed Positions 10 6 +4
Reduced Positions 17 24 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DGT

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

82 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DGT. Verified SEC 13F-HR filings.

Top 25 institutional holders of DGT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Members Advisory Group LLC 7.27% 124,976 $21.2M
2 Systelligence, LLC 3.12% 94,596 $16.0M
3 FAGAN ASSOCIATES, INC. 1.79% 76,074 $12.9M
4 Onyx Bridge Wealth Group LLC 0.87% 47,654 $8.1M
5 ARQ WEALTH ADVISORS, LLC 0.52% 16,994 $2.9M
6 Michels Family Financial, LLC 0.41% 3,384 $574K
7 MERIDIAN INVESTMENT COUNSEL INC. 0.41% 10,221 $1.7M
8 ARCADIA INVESTMENT ADVISORS LLC 0.39% 4,867 $825K
9 INTACT INVESTMENT MANAGEMENT INC. 0.35% 73,266 $12.4M
10 BlueChip Wealth Advisors LLC 0.27% 3,613 $613K
11 Roundview Capital LLC 0.20% 19,266 $3.3M
12 SILVER OAK SECURITIES, INCORPORATED 0.19% 15,228 $2.6M
13 NWAM LLC 0.15% 15,413 $2.6M
14 Meridian Wealth Management, LLC 0.13% 22,341 $3.8M
15 Creekside Partners 0.12% 1,762 $299K
16 Bleakley Financial Group, LLC 0.10% 38,566 $6.5M
17 AdvisorNet Financial, Inc 0.10% 11,157 $1.9M
18 PERRYMAN FINANCIAL ADVISORY INC /AD 0.10% 3,847 $652K
19 Integrated Advisors Network LLC 0.04% 4,883 $828K
20 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.04% 4,447 $754K
21 Cambridge Investment Research Advisors, Inc. 0.03% 61,626 $10K
22 Vise Technologies, Inc. 0.02% 7,441 $1.2M
23 PRIVATE TRUST CO NA 0.02% 1,465 $248K
24 LPL Financial LLC 0.01% 250,190 $42.4M
25 Advisors Preferred, LLC 0.01% 430 $73K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — STATE STREET SPDR GLOBAL DOW ETF (DGT)

What does the Smart Money Trend signal show for DGT?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added DGT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DGT?

More buyers than sellers — 64% buying: Last quarter: 48 funds were net buyers (12 opened a brand new position + 36 added to an existing one). Only 27 were sellers (17 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DGT holders?

Strong quality — 31% AUM from major funds: 13 of 82 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held DGT?

41% of holders stayed for 2+ years: 34 out of 82 hedge funds have held DGT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.