Brinker Capital Investments’s SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust SYG Stock Holding History

Brinker Capital Investments’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 Q4	–	Sell	-118,000	Closed	-$12.7M	–	1249
2020 Q3	$12.7M	Sell	118,000 -32,000	-21%	-$3.33M	0.22%	106
2020 Q2	$14.6M	Hold	150,000	–	–	0.61%	44
2020 Q1	$11.6M	Hold	150,000	–	–	0.53%	57
2019 Q4	$13.4M	Hold	150,000	–	–	0.45%	59
2019 Q3	$12.2M	Hold	150,000	–	–	0.42%	64
2019 Q2	$12.6M	Hold	150,000	–	–	0.39%	68
2019 Q1	$12.2M	Hold	150,000	–	–	0.39%	69
2018 Q4	$10.6M	Hold	150,000	–	–	0.37%	75
2018 Q3	$12.9M	Hold	150,000	–	–	0.4%	75
2018 Q2	$12.1M	Hold	150,000	–	–	0.39%	65
2018 Q1	$11.8M	Hold	150,000	–	–	0.38%	65
2017 Q4	$11.9M	Buy	+150,000	New	+$11.7M	0.39%	62

Other funds holding SYG

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

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

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

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LWAC

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

PAG

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

CFGS

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

Brinker Capital Investments's SYG Position: Q4 2020 in Review

Brinker Capital Investments sold out of SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) in Q4 2020, closing a stake of 118,000 shares — an estimated $12.7M sold.

Brinker Capital Investments first reported a position in SYG in Q4 2017 and held it in 12 quarters. The position peaked at $14.6M in Q2 2020. 16 funds tracked by Wall St. Rank hold SYG as of Q4 2020.

Brinker Capital Investments reported no remaining SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position as of Q4 2020 after selling out during the quarter.
Brinker Capital Investments sold 118,000 SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust shares in Q4 2020, an estimated $12.7M.
Brinker Capital Investments first reported a position in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust in Q4 2017 and held it in 12 quarters.
Brinker Capital Investments's SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position peaked at $14.6M in Q2 2020.
16 funds tracked by Wall St. Rank held SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust as of Q4 2020.

Based on Brinker Capital Investments's 13F filing for Q4 2020, filed 16 Feb 2021.