AG
SYV

Advisor Group’s SPDR MFS Systematic Value Equity ETF of SSgA Active Trust SYV Stock Holding History

Advisor Group’s Portfolio SYV Stock Details SYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-8,945
Closed -$618K – 5457
2018
Q3 		$618K Sell
8,945
-750
-8% -$51.2K 0.01% 1312
2018
Q2 		$644K Buy
9,695
+80
+0.8% +$5.36K 0.01% 1147
2018
Q1 		$623K Buy
9,615
+60
+0.6% +$4.02K 0.01% 1157
2017
Q4 		$633K Buy
+9,555
New +$619K 0.01% 1174

Other funds holding SYV

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return

Advisor Group's SYV Position: Q4 2018 in Review

Advisor Group sold out of SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) in Q4 2018, closing a stake of 8,945 shares — an estimated $618K sold.

Advisor Group first reported a position in SYV in Q4 2017 and held it in 4 quarters. The position peaked at $644K in Q2 2018. 17 funds tracked by Wall St. Rank hold SYV as of Q4 2018.

  • Advisor Group reported no remaining SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position as of Q4 2018 after selling out during the quarter.
  • Advisor Group sold 8,945 SPDR MFS Systematic Value Equity ETF of SSgA Active Trust shares in Q4 2018, an estimated $618K.
  • Advisor Group first reported a position in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust in Q4 2017 and held it in 4 quarters.
  • Advisor Group's SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position peaked at $644K in Q2 2018.
  • 17 funds tracked by Wall St. Rank held SPDR MFS Systematic Value Equity ETF of SSgA Active Trust as of Q4 2018.

Based on Advisor Group's 13F filing for Q4 2018, filed 11 Feb 2019.