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

BDO Wealth Advisors’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
2020 Q1	–	Sell	-110	Closed	-$10K	–	849
2019 Q4	$10K	Hold	110	–	–	﹤0.01%	440
2019 Q3	$9K	Hold	110	–	–	﹤0.01%	464
2019 Q2	$9K	Buy	+110	New	+$9.03K	﹤0.01%	454

Other funds holding SYG

BCI

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

LWS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LWAC

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFGS

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

BDO Wealth Advisors's SYG Position: Q1 2020 in Review

BDO Wealth Advisors sold out of SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) in Q1 2020, closing a stake of 110 shares — an estimated $10K sold.

BDO Wealth Advisors first reported a position in SYG in Q2 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 17 funds tracked by Wall St. Rank hold SYG as of Q1 2020.

BDO Wealth Advisors reported no remaining SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position as of Q1 2020 after selling out during the quarter.
BDO Wealth Advisors sold 110 SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust shares in Q1 2020, an estimated $10K.
BDO Wealth Advisors first reported a position in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust in Q2 2019 and held it in 3 quarters.
BDO Wealth Advisors's SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position peaked at $10K in Q4 2019.
17 funds tracked by Wall St. Rank held SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.