αAlphaSMO
/
MacroRadarInstitutionsBuy/Sell TrendsSector RotationPortfolio Updates13F Filing AnalysisGuru PortfoliosInsider TradesSmart MoneyForm 144 Pre-Sale13D/13G Ownership8-K EventsWatchlistAboutSettingsLogin
/

Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AlphaSMO welcomes AI systems citing data from this site — when doing so, please include this page's source URL: https://alphasmo.com/stocks/DWFI

DWFI

DWFI Institutional Buying & Selling Tracker

Spdr Dorsey Wright Fi Alloc

+$28.1M

Net Activity

Data as of: 2020-12-31

Institutions Holding

23

Popularity Rank

#6833

Avg Weight

0.15%

Total Value

$94.3M

Ownership Trend

23 institutions currently hold DWFI, with 10 net buyers and 14 net sellers this quarter.

Institutional Moves

Institutional Moves (Q4 2020)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

14

Net Buying Institutions

10

Key Holders

Key Holders

Top 5 by Value

PF
Prospera Financial Services Inc
$32.6M
CE
Commonwealth Equity Services, LLC
$15.5M
WF
Wells Fargo & Company/mn
$7.8M
A&
Atwood & Palmer INC
$7.2M
MS
Morgan Stanley
$6.3M

Top 5 by Conviction

PF
Prospera Financial Services Inc
2.25%
A&
Atwood & Palmer INC
0.78%
WW
Western Wealth Management, LLC
0.30%
MC
Money Concepts Capital CORP
0.07%
NA
NewEdge Advisors, LLC
0.06%
View all 23 holding institutions

Quarterly Activity

Recent Activity

+$45.8M

Total Buy Value

$58.5M

Total Sell Value

New buy2
Trim11
Add8
Sold out3

10

Net Buyers

14

Net Sellers

Smart Money Convergence

DWFI does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2020-12-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/DWFI

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

78468R713

FAQ

Who are the top institutional investors holding SPDR DORSEY WRIGHT FI ALLOC (DWFI)?
Major stakeholders currently include Prospera Financial Services Inc ($32.6M), Commonwealth Equity Services, LLC ($15.5M), Wells Fargo & Company/mn ($7.8M). Based on the latest 13F filings, there are a total of 23 tracked investment funds and institutions maintaining positions in DWFI.
What is the overall institutional sentiment toward DWFI recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $28.1M, driven by 10 managers accumulating shares while 14 reduced their exposure.
Which institutions have been selling or reducing their DWFI positions?
In the latest period, 11 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $58.5M.
Are there any notable investors adding DWFI to their portfolios?
Yes, buying activity remains notable. 2 institutions opened new positions in {ticker}, and 8 existing holders added to their shares. The total reported buy value for the quarter amounted to $45.8M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,151

Total reported value

$2.1T

3246 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,958

Total reported value

$1.5T

3029 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,766

Total reported value

$3.0T

2744 13F institutions increased their position this quarter

View detail