IFWM
DWFI

Institute for Wealth Management’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

Institute for Wealth Management’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
2020
Q1 		– Sell
-59
Closed -$1K – 702
2019
Q4 		$1K Buy
+59
New +$1.38K ﹤0.01% 680

Other funds holding DWFI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Institute for Wealth Management's DWFI Position: Q1 2020 in Review

Institute for Wealth Management sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q1 2020, closing a stake of 59 shares — an estimated $1K sold.

Institute for Wealth Management first reported a position in DWFI in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 20 funds tracked by Wall St. Rank hold DWFI as of Q1 2020.

  • Institute for Wealth Management reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 59 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q1 2020, an estimated $1K.
  • Institute for Wealth Management first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $1K in Q4 2019.
  • 20 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.