RJFSA
DWFI

Raymond James Financial Services Advisors’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

Raymond James Financial Services Advisors’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
-9,879
Closed -$259K – 3305
2020
Q4 		$259K Sell
9,879
-2,727
-22% -$68.7K ﹤0.01% 2551
2020
Q3 		$306K Sell
12,606
-10,712
-46% -$259K ﹤0.01% 2269
2020
Q2 		$542K Sell
23,318
-8,579
-27% -$195K ﹤0.01% 1876
2020
Q1 		$713K Sell
31,897
-13,597
-30% -$316K ﹤0.01% 1368
2019
Q4 		$1.07M Sell
45,494
-23,084
-34% -$540K ﹤0.01% 1506
2019
Q3 		$1.61M Buy
68,578
+13,284
+24% +$312K 0.01% 1220
2019
Q2 		$1.3M Sell
55,294
-4,122
-7% -$95.7K 0.01% 1350
2019
Q1 		$1.37M Buy
59,416
+37,652
+173% +$859K 0.01% 1278
2018
Q4 		$483K Buy
21,764
+601
+3% +$13.6K ﹤0.01% 1696
2018
Q3 		$498K Buy
21,163
+5,108
+32% +$121K ﹤0.01% 1915
2018
Q2 		$380K Buy
16,055
+4,104
+34% +$99.9K ﹤0.01% 2067
2018
Q1 		$300K Buy
+11,951
New +$302K ﹤0.01% 2031

Raymond James Financial Services Advisors's DWFI Position: Q1 2021 in Review

Raymond James Financial Services Advisors sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q1 2021, closing a stake of 9,879 shares — an estimated $259K sold.

Raymond James Financial Services Advisors first reported a position in DWFI in Q1 2018 and held it in 12 quarters. The position peaked at $1.61M in Q3 2019. 0 funds tracked by Wall St. Rank hold DWFI as of Q1 2021.

  • Raymond James Financial Services Advisors reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 9,879 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q1 2021, an estimated $259K.
  • Raymond James Financial Services Advisors first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q1 2018 and held it in 12 quarters.
  • Raymond James Financial Services Advisors's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $1.61M in Q3 2019.
  • 0 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q1 2021.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2021, filed 14 May 2021.