Belpointe Asset Management’s SPDR MFS Systematic Value Equity ETF of SSgA Active Trust SYV Stock Holding History

Belpointe Asset Management’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
2020 Q1	–	Sell	-8,755	Closed	-$629K	–	840
2019 Q4	$629K	Sell	8,755 -554	-6%	-$38.5K	0.08%	275
2019 Q3	$625K	Buy	9,309 +701	+8%	+$46.3K	0.1%	224
2019 Q2	$570K	Sell	8,608 -8,792	-51%	-$583K	0.11%	199
2019 Q1	$920K	Buy	17,400 +11,296	+185%	+$729K	0.18%	96
2018 Q4	$362K	Buy	6,104 +707	+13%	+$46K	0.09%	242
2018 Q3	$373K	Buy	5,397 +774	+17%	+$52.8K	0.06%	317
2018 Q2	$307K	Sell	4,623 -889	-16%	-$59.6K	0.09%	257
2018 Q1	$357K	Buy	+5,512	New	+$369K	0.1%	225

Other funds holding SYV

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return

Belpointe Asset Management's SYV Position: Q1 2020 in Review

Belpointe Asset Management sold out of SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) in Q1 2020, closing a stake of 8,755 shares — an estimated $629K sold.

Belpointe Asset Management first reported a position in SYV in Q1 2018 and held it in 8 quarters. The position peaked at $920K in Q1 2019. 16 funds tracked by Wall St. Rank hold SYV as of Q1 2020.

Belpointe Asset Management reported no remaining SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position as of Q1 2020 after selling out during the quarter.
Belpointe Asset Management sold 8,755 SPDR MFS Systematic Value Equity ETF of SSgA Active Trust shares in Q1 2020, an estimated $629K.
Belpointe Asset Management first reported a position in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust in Q1 2018 and held it in 8 quarters.
Belpointe Asset Management's SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position peaked at $920K in Q1 2019.
16 funds tracked by Wall St. Rank held SPDR MFS Systematic Value Equity ETF of SSgA Active Trust as of Q1 2020.

Based on Belpointe Asset Management's 13F filing for Q1 2020, filed 20 Jul 2020.