NATIONS FINANCIAL GROUP INC, /IA/ /ADV DGT — SPDR GLOBAL DOW ETF

Ownership history in NATIONS FINANCIAL GROUP INC, /IA/ /ADV  ·  11 quarters on record

AI Ownership Summary

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported SPDR GLOBAL DOW ETF (DGT) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.16% in 2024 Q3. The latest visible filing shows DGT at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DGT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NATIONS FINANCIAL GROUP INC, /IA/ /ADV's position in SPDR GLOBAL DOW ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DGT was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DGT stock page NATIONS FINANCIAL GROUP INC, /IA/ /ADV fund profile NATIONS FINANCIAL GROUP INC, /IA/ /ADV full holdings
How NATIONS FINANCIAL GROUP INC, /IA/ /ADV held DGT — position size vs. price
% of Fund (quarterly)    DGT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 4,352 -95 -2.1% 0.04% $804K 2026-07-23 $184.42
2026 Q1 REDUCED 19.8% +9.4% ❌ 4,447 -1,097 -19.8% 0.04% $754K 2026-04-15 $176.53
2025 Q4 REDUCED 18.2% +2.0% ❌ 5,544 -1,237 -18.2% 0.05% $924K 2026-01-26 $170.72
2025 Q3 REDUCED 14.4% +4.8% ❌ 6,781 -1,143 -14.4% 0.07% $1.1M 2025-10-28 $162.67
2025 Q2 REDUCED 20.0% +7.3% ❌ 7,924 -1,983 -20.0% 0.08% $1.2M 2025-08-11 $149.09
2025 Q1 REDUCED 23.0% +8.8% ❌ 9,907 -2,965 -23.0% 0.11% $1.4M 2025-05-13 $139.10
2024 Q4 REDUCED 20.6% +6.2% ❌ 12,872 -3,347 -20.6% 0.12% $1.7M 2025-01-30 $134.60
2024 Q3 ADDED — — — 16,219 +5,022 +44.9% 0.16% $2.2M 2024-11-04 $127.81
2024 Q2 ADDED — — — 11,197 +2,246 +25.1% 0.12% $1.4M 2024-07-29 $123.47
2024 Q1 ADDED — — — 8,951 +2,316 +34.9% 0.10% $1.2M 2024-04-23 $117.68
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DGT

As of 2026 Q2 — sorted by position size

Members Advisory Group LLC 3Y 4.13% Systelligence, LLC 3Y 2.45% ARQ WEALTH ADVISORS, LLC 3Y 0.58% Onyx Bridge Wealth Group LLC 3Y 0.55% MERIDIAN INVESTMENT COUNSEL INC. 3Y 7Y 0.4% INTACT INVESTMENT MANAGEMENT INC. 3Y 7Y 0.38% ARCADIA INVESTMENT ADVISORS LLC 0.38% NWAM LLC 3Y 7Y 0.14% PERRYMAN FINANCIAL ADVISORY INC /AD 0.11% AdvisorNet Financial, Inc 3Y 7Y 0.09%

FAQ About NATIONS FINANCIAL GROUP INC, /IA/ /ADV and DGT

These are the practical questions this page is built to answer before you even open the full history table.

How long has NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported owning DGT?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported DGT across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported DGT position in NATIONS FINANCIAL GROUP INC, /IA/ /ADV's portfolio?

The largest reported portfolio weight for DGT was 0.16% in 2024 Q3.

What is the latest reported DGT position on this page?

The most recent filing on this page is 2026 Q2, when NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 4,352 shares, equal to 0.04% of portfolio, with an estimated market value of $804K.

What does the chart on this DGT ownership page compare?

The chart compares NATIONS FINANCIAL GROUP INC, /IA/ /ADV's quarterly DGT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NATIONS FINANCIAL GROUP INC, /IA/ /ADV time their DGT position?

Based on 13F filing dates vs. subsequent DGT price moves, NATIONS FINANCIAL GROUP INC, /IA/ /ADV correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on DGT relative to SPY over the holding period was +3.1%.

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