DWFI

SPDR Dorsey Wright Fixed Income Allocation ETF

Delisted

DWFI was delisted on the 17th of March, 2021.

24 hedge funds and large institutions have $98.6M invested in SPDR Dorsey Wright Fixed Income Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
10
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
1
Prospera Financial Services
Texas
$39.9M +$3.33M +141,731 +9%
Wells Fargo
2
Wells Fargo
California
$14.2M -$724K -30,788 -5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$13.7M +$186K +7,912 +1%
AP
4
Atwood & Palmer
Missouri
$8.61M -$199K -8,450 -2%
Morgan Stanley
5
Morgan Stanley
New York
$6.03M -$777K -33,048 -11%
AG
6
Advisor Group
Arizona
$5.28M +$2.25M +95,859 +74%
UBS Group
7
UBS Group
Switzerland
$2.71M +$271K +11,531 +11%
NA
8
NewEdge Advisors
Louisiana
$1.76M +$191K +8,144 +12%
Stifel Financial
9
Stifel Financial
Missouri
$1.23M -$38.3K -1,636 -3%
RJA
10
Raymond James & Associates
Florida
$1.22M -$3.95K -168 -0.3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.07M -$542K -23,084 -34%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$846K +$41.2K +1,754 +5%
LPL Financial
13
LPL Financial
California
$845K +$130K +5,514 +18%
Bank of America
14
Bank of America
North Carolina
$287K -$128K -5,436 -31%
GWM
15
Geneos Wealth Management
Colorado
$250K +$21.9K +932 +10%
OIA
16
OneDigital Investment Advisors
Kansas
$201K -$12.5K -533 -6%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$169K +$47.3K +2,009 +39%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$87K +$87K +3,701 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$86K -$66K -2,805 -43%
RIA
20
Realta Investment Advisors
Delaware
$61K +$70 +3 +0.1%
RG
21
Retirement Group
California
$29K +$29K +1,252 New
Deutsche Bank
22
Deutsche Bank
Germany
$21K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$2K
IFWM
24
Institute for Wealth Management
Colorado
$1K +$1K +59 New
Citadel Advisors
25
Citadel Advisors
Florida
-$461K -19,571 Closed