Clear Creek Financial Management’s SPDR MFS Systematic Value Equity ETF of SSgA Active Trust SYV Stock Holding History

Clear Creek Financial 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 Q3	–	Sell	-19,931	Closed	-$1.19M	–	290
2020 Q2	$1.19M	Sell	19,931 -23,926	-55%	-$1.38M	0.31%	53
2020 Q1	$2.42M	Sell	43,857 -26,085	-37%	-$1.69M	0.92%	26
2019 Q4	$5.07M	Buy	69,942 +17,356	+33%	+$1.21M	1.99%	15
2019 Q3	$3.68M	Buy	52,586 +1,561	+3%	+$103K	1.78%	17
2019 Q2	$3.38M	Buy	+51,025	New	+$3.38M	1.45%	17

Other funds holding SYV

RJFSA

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

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

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

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

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

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

LFG

LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Clear Creek Financial Management's SYV Position: Q3 2020 in Review

Clear Creek Financial Management sold out of SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) in Q3 2020, closing a stake of 19,931 shares — an estimated $1.19M sold.

Clear Creek Financial Management first reported a position in SYV in Q2 2019 and held it in 5 quarters. The position peaked at $5.07M in Q4 2019. 11 funds tracked by Wall St. Rank hold SYV as of Q3 2020.

Clear Creek Financial Management reported no remaining SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position as of Q3 2020 after selling out during the quarter.
Clear Creek Financial Management sold 19,931 SPDR MFS Systematic Value Equity ETF of SSgA Active Trust shares in Q3 2020, an estimated $1.19M.
Clear Creek Financial Management first reported a position in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust in Q2 2019 and held it in 5 quarters.
Clear Creek Financial Management's SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position peaked at $5.07M in Q4 2019.
11 funds tracked by Wall St. Rank held SPDR MFS Systematic Value Equity ETF of SSgA Active Trust as of Q3 2020.

Based on Clear Creek Financial Management's 13F filing for Q3 2020, filed 10 Nov 2020.