IFG
DWFI

Independent Financial Group’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

Independent Financial Group’s Portfolio DWFI Stock Details DWFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-13,147
Closed -$345K – 683
2020
Q4 		$345K Buy
13,147
+9
+0.1% +$227 0.05% 390
2020
Q3 		$319K Sell
13,138
-184
-1% -$4.45K 0.06% 337
2020
Q2 		$310K Sell
13,322
-287
-2% -$6.51K 0.07% 311
2020
Q1 		$304K Buy
+13,609
New +$317K 0.09% 250

Independent Financial Group's DWFI Position: Q1 2021 in Review

Independent Financial Group sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q1 2021, closing a stake of 13,147 shares — an estimated $345K sold.

Independent Financial Group first reported a position in DWFI in Q1 2020 and held it in 4 quarters. The position peaked at $345K in Q4 2020. 0 funds tracked by Wall St. Rank hold DWFI as of Q1 2021.

  • Independent Financial Group reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Independent Financial Group sold 13,147 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q1 2021, an estimated $345K.
  • Independent Financial Group first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q1 2020 and held it in 4 quarters.
  • Independent Financial Group's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $345K in Q4 2020.
  • 0 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q1 2021.

Based on Independent Financial Group's 13F filing for Q1 2021, filed 15 Jun 2026.