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Spdr Dorsey Wright FI Alloc (DWFI)

CUSIP: 78468R713 | NASDAQ | 64 institutional holders

Quarters

Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q4 2020

Prospera Financial Services Inc1,242,012
0.0% of portfolio›$32.6K
Commonwealth Equity Services, LLC589,434
0.0% of portfolio›$15.5K
Wells Fargo & Company295,655
0.0% of portfolio›$7.8K
Atwood & Palmer Inc275,364
0.0% of portfolio›$7.2K
Morgan Stanley239,951
0.0% of portfolio›$6.3K
Osaic Holdings, Inc.210,349
0.0% of portfolio›$5.5K
UBS Group AG144,884
0.0% of portfolio›$3.8K
Bank of America Corp101,078
0.0% of portfolio›$2.7K
Western Wealth Management, LLC77,635
0.0% of portfolio›$2.0K
LPL Financial LLC70,654
0.0% of portfolio›$1.9K
NewEdge Advisors, LLC69,136
0.0% of portfolio›$1.8K
Royal Bank of Canada67,273
0.0% of portfolio›$1.8K
Moloney Securities Asset Management, LLC62,795
0.0% of portfolio›$1.6K
Raymond James & Associates57,965
0.0% of portfolio›$1.5K
Stifel Financial Corp48,504
0.0% of portfolio›$1.3K
Envestnet Asset Management Inc33,688
0.0% of portfolio›$885
Money Concepts Capital Corp28,119
0.0% of portfolio›$738
Kestra Advisory Services, LLC14,740
0.0% of portfolio›$387
Susquehanna International Group, LLP14,291
0.0% of portfolio›$375
Independent Financial Group, LLC13,147
0.1% of portfolio›$345.2K
Raymond James Financial Services Advisors, Inc.9,879
0.0% of portfolio›$259
Retirement Group, LLC450
0.0% of portfolio›$11
Tower Research Capital LLC (TRC)71
0.0% of portfolio›$2
FMR LLC1
0.0% of portfolio›$0
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Prospera Financial Services Inc
1,242,012$32.6K0.0%CoreMediumDallas, TX2021-02-12
Commonwealth Equity Services, LLC
589,434$15.5K0.0%ETFLowWaltham, MA2021-02-11
Wells Fargo & Company
295,655$7.8K0.0%CoreLowSan Francisco, CA2021-02-09
Atwood & Palmer Inc
275,364$7.2K0.0%CoreVery LowKansas City, MO2021-02-04
Morgan Stanley
239,951$6.3K0.0%CoreLowNew York, NY2021-02-16
Osaic Holdings, Inc.
210,349$5.5K0.0%IndexLowScottsdale, AZ2021-02-10
UBS Group AG
144,884$3.8K0.0%CoreMediumZurich, Switzerland2021-02-11
Bank of America Corp
101,078$2.7K0.0%CoreLowCharlotte, NC2021-02-10
Western Wealth Management, LLC
77,635$2.0K0.0%IndexLowGolden, CO2021-02-10
LPL Financial LLC
70,654$1.9K0.0%IndexVery LowFort Mill, SC2021-02-12
NewEdge Advisors, LLC
69,136$1.8K0.0%CoreLowNew Orleans, LA2021-01-27
Royal Bank of Canada
67,273$1.8K0.0%CoreLowToronto, Australia2021-02-16
Moloney Securities Asset Management, LLC
62,795$1.6K0.0%GrowthMediumManchester, MO2021-02-08
Raymond James & Associates
57,965$1.5K0.0%N/AN/ASt Petersburg, FL2021-02-12
Stifel Financial Corp
48,504$1.3K0.0%CoreLowSt. Louis, MO2021-02-12
Envestnet Asset Management Inc
33,688$8850.0%ETFLowBerwyn, PA2021-02-02
Money Concepts Capital Corp
28,119$7380.0%ETFMediumPalm Beach Gardens, FL2021-05-17
Kestra Advisory Services, LLC
14,740$3870.0%CoreLowAustin, TX2022-07-28
Susquehanna International Group, LLP
14,291$3750.0%GrowthHighBala Cynwyd, PA2021-03-26
Independent Financial Group, LLC
13,147$345.2K0.1%GrowthLowSan Diego, CA2026-06-15
Raymond James Financial Services Advisors, Inc.
9,879$2590.0%GrowthVery LowSt. Petersburg, FL2021-02-12
Retirement Group, LLC
450$110.0%N/AN/ASan Diego, CA2021-02-22
Tower Research Capital LLC (TRC)
71$20.0%GARPVery HighNew York, NY2021-02-16
FMR LLC
1$00.0%GrowthMediumBoston, MA2021-02-08
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2021-02-02