Stifel Financial
DWFI

Stifel Financial’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

Stifel Financial’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
-48,504
Closed -$1.27M – 3339
2020
Q4 		$1.27M Sell
48,504
-1,970
-4% -$49.6K ﹤0.01% 1674
2020
Q3 		$1.22M Sell
50,474
-396
-0.8% -$9.58K ﹤0.01% 1495
2020
Q2 		$1.18M Sell
50,870
-3,586
-7% -$81.3K ﹤0.01% 1443
2020
Q1 		$1.22M Buy
54,456
+1,806
+3% +$42K ﹤0.01% 1304
2019
Q4 		$1.23M Sell
52,650
-1,636
-3% -$38.3K ﹤0.01% 1681
2019
Q3 		$1.28M Sell
54,286
-2,846
-5% -$66.9K ﹤0.01% 1599
2019
Q2 		$1.34M Buy
+57,132
New +$1.33M ﹤0.01% 1617
2018
Q4 		– Sell
-20,088
Closed -$472K – 2861
2018
Q3 		$472K Sell
20,088
-5,824
-22% -$138K ﹤0.01% 2118
2018
Q2 		$614K Sell
25,912
-4,406
-15% -$107K ﹤0.01% 1912
2018
Q1 		$760K Buy
30,318
+20,629
+213% +$521K ﹤0.01% 1733
2017
Q4 		$247K Buy
+9,689
New +$247K ﹤0.01% 2316

Stifel Financial's DWFI Position: Q1 2021 in Review

Stifel Financial sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q1 2021, closing a stake of 48,504 shares — an estimated $1.27M sold.

Stifel Financial first reported a position in DWFI in Q4 2017 and held it in 11 quarters. The position peaked at $1.34M in Q2 2019. 0 funds tracked by Wall St. Rank hold DWFI as of Q1 2021.

  • Stifel Financial reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Stifel Financial sold 48,504 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q1 2021, an estimated $1.27M.
  • Stifel Financial first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q4 2017 and held it in 11 quarters.
  • Stifel Financial's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $1.34M in Q2 2019.
  • 0 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q1 2021.

Based on Stifel Financial's 13F filing for Q1 2021, filed 14 May 2021.