CAPTRUST Financial Advisors
SYE

CAPTRUST Financial Advisors’s SPDR MFS Systematic Core Equity ETF of SSgA Active Trust SYE Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SYE Stock Details SYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-62
Closed -$5K – 2090
2019
Q3 		$5K Hold
62
– – ﹤0.01% 1670
2019
Q2 		$5K Hold
62
– – ﹤0.01% 1675
2019
Q1 		$5K Buy
+62
New +$4.83K ﹤0.01% 1558

Other funds holding SYE

WEPOG
Wealth Enhancement & Preservation of GA Alpharetta, Georgia $104M AUM 15.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAPTRUST Financial Advisors's SYE Position: Q4 2019 in Review

CAPTRUST Financial Advisors sold out of SPDR MFS Systematic Core Equity ETF of SSgA Active Trust (SYE) in Q4 2019, closing a stake of 62 shares — an estimated $5K sold.

CAPTRUST Financial Advisors first reported a position in SYE in Q1 2019 and held it in 3 quarters. The position peaked at $5K in Q3 2019. 16 funds tracked by Wall St. Rank hold SYE as of Q4 2019.

  • CAPTRUST Financial Advisors reported no remaining SPDR MFS Systematic Core Equity ETF of SSgA Active Trust position as of Q4 2019 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 62 SPDR MFS Systematic Core Equity ETF of SSgA Active Trust shares in Q4 2019, an estimated $5K.
  • CAPTRUST Financial Advisors first reported a position in SPDR MFS Systematic Core Equity ETF of SSgA Active Trust in Q1 2019 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's SPDR MFS Systematic Core Equity ETF of SSgA Active Trust position peaked at $5K in Q3 2019.
  • 16 funds tracked by Wall St. Rank held SPDR MFS Systematic Core Equity ETF of SSgA Active Trust as of Q4 2019.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.