MML Investors Services’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

MML Investors 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
2019 Q1	–	Sell	-9,458	Closed	-$210K	–	1640
2018 Q4	$210K	Sell	9,458 -8,643	-48%	-$196K	﹤0.01%	1353
2018 Q3	$426K	Sell	18,101 -458,929	-96%	-$10.8M	0.01%	1088
2018 Q2	$11.3M	Buy	477,030 +17,267	+4%	+$420K	0.25%	103
2018 Q1	$11.6M	Buy	459,763 +30,741	+7%	+$776K	0.24%	98
2017 Q4	$10.8M	Buy	429,022 +31,053	+8%	+$792K	0.21%	112
2017 Q3	$10.2M	Buy	+397,969	New	+$10.2M	0.21%	109

Other funds holding DWFI

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services's DWFI Position: Q1 2019 in Review

MML Investors Services sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q1 2019, closing a stake of 9,458 shares — an estimated $210K sold.

MML Investors Services first reported a position in DWFI in Q3 2017 and held it in 6 quarters. The position peaked at $11.6M in Q1 2018. 20 funds tracked by Wall St. Rank hold DWFI as of Q1 2019.

MML Investors Services reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q1 2019 after selling out during the quarter.
MML Investors Services sold 9,458 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q1 2019, an estimated $210K.
MML Investors Services first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q3 2017 and held it in 6 quarters.
MML Investors Services's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $11.6M in Q1 2018.
20 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q1 2019.

Based on MML Investors Services's 13F filing for Q1 2019, filed 10 May 2019.