Kestra Advisory Services’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

Kestra Advisory Services’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	-14,740	Closed	-$387K	–	2112
2020 Q4	$387K	Buy	14,740 +1,080	+8%	+$27.2K	﹤0.01%	1338
2020 Q3	$331K	Buy	+13,660	New	+$331K	0.01%	1061

Kestra Advisory Services's DWFI Position: Q1 2021 in Review

Kestra Advisory Services sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q1 2021, closing a stake of 14,740 shares — an estimated $387K sold.

Kestra Advisory Services first reported a position in DWFI in Q3 2020 and held it in 2 quarters. The position peaked at $387K in Q4 2020. 0 funds tracked by Wall St. Rank hold DWFI as of Q1 2021.

Kestra Advisory Services reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q1 2021 after selling out during the quarter.
Kestra Advisory Services sold 14,740 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q1 2021, an estimated $387K.
Kestra Advisory Services first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q3 2020 and held it in 2 quarters.
Kestra Advisory Services's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $387K in Q4 2020.
0 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q1 2021.

Based on Kestra Advisory Services's 13F filing for Q1 2021, filed 10 May 2021.