AE Wealth Management’s SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust SYG Stock Holding History

AE Wealth Management’s Portfolio SYG Stock Details SYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-57,854	Closed	-$4.71M	–	1184
2019 Q3	$4.71M	Buy	+57,854	New	+$4.84M	0.14%	151

Other funds holding SYG

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

LWAC

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

AE Wealth Management's SYG Position: Q4 2019 in Review

AE Wealth Management sold out of SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) in Q4 2019, closing a stake of 57,854 shares — an estimated $4.71M sold.

AE Wealth Management first reported a position in SYG in Q3 2019 and held it in 1 quarter. The position peaked at $4.71M in Q3 2019. 17 funds tracked by Wall St. Rank hold SYG as of Q4 2019.

AE Wealth Management reported no remaining SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position as of Q4 2019 after selling out during the quarter.
AE Wealth Management sold 57,854 SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust shares in Q4 2019, an estimated $4.71M.
AE Wealth Management first reported a position in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust in Q3 2019 and held it in 1 quarter.
AE Wealth Management's SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position peaked at $4.71M in Q3 2019.
17 funds tracked by Wall St. Rank held SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust as of Q4 2019.

Based on AE Wealth Management's 13F filing for Q4 2019, filed 15 Jan 2020.