NewEdge Advisors’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-69,136
Closed -$1.81M 1137
2020
Q4
$1.81M Sell
69,136
-89,841
-57% -$2.26M 0.06% 277
2020
Q3
$3.85M Sell
158,977
-3,688
-2% -$89.3K 0.13% 155
2020
Q2
$3.78M Buy
162,665
+74,934
+85% +$1.7M 0.15% 139
2020
Q1
$1.96M Buy
87,731
+12,772
+17% +$297K 0.09% 194
2019
Q4
$1.76M Buy
74,959
+8,144
+12% +$191K 0.07% 269
2019
Q3
$1.57M Buy
+66,815
New +$1.57M 0.07% 261

NewEdge Advisors's DWFI Position: Q1 2021 in Review

NewEdge Advisors sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q1 2021, closing a stake of 69,136 shares — an estimated $1.81M sold.

NewEdge Advisors first reported a position in DWFI in Q3 2019 and held it in 6 quarters. The position peaked at $3.85M in Q3 2020. 0 funds tracked by Wall St. Rank hold DWFI as of Q1 2021.

  • NewEdge Advisors reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • NewEdge Advisors sold 69,136 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q1 2021, an estimated $1.81M.
  • NewEdge Advisors first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q3 2019 and held it in 6 quarters.
  • NewEdge Advisors's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $3.85M in Q3 2020.
  • 0 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q1 2021.

Based on NewEdge Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.