CAPTRUST Financial Advisors
SYG

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

CAPTRUST Financial 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
Q3 		– Sell
-541
Closed -$53K – 3336
2020
Q2 		$53K Buy
+541
New +$48.7K ﹤0.01% 1609

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return

CAPTRUST Financial Advisors's SYG Position: Q3 2020 in Review

CAPTRUST Financial Advisors sold out of SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) in Q3 2020, closing a stake of 541 shares — an estimated $53K sold.

CAPTRUST Financial Advisors first reported a position in SYG in Q2 2020 and held it in 1 quarter. The position peaked at $53K in Q2 2020. 18 funds tracked by Wall St. Rank hold SYG as of Q3 2020.

  • CAPTRUST Financial Advisors reported no remaining SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position as of Q3 2020 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 541 SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust shares in Q3 2020, an estimated $53K.
  • CAPTRUST Financial Advisors first reported a position in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust in Q2 2020 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position peaked at $53K in Q2 2020.
  • 18 funds tracked by Wall St. Rank held SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust as of Q3 2020.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.