Cypress Wealth Services’s SPDR MFS Systematic Value Equity ETF of SSgA Active Trust SYV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-17,620
Closed -$1.23M 309
2020
Q4
$1.23M Buy
+17,620
New +$1.15M 0.27% 74
2020
Q3
Sell
-20,048
Closed -$1.24M 538
2020
Q2
$1.19M Sell
20,048
-2,305
-10% -$133K 0.28% 84
2020
Q1
$1.15M Sell
22,353
-3,082
-12% -$200K 0.34% 81
2019
Q4
$1.83M Sell
25,435
-2,749
-10% -$191K 0.46% 68
2019
Q3
$1.89M Buy
28,184
+6,584
+30% +$435K 0.52% 64
2019
Q2
$1.43M Buy
21,600
+1,590
+8% +$105K 0.41% 75
2019
Q1
$1.32M Sell
20,010
-4,500
-18% -$291K 0.42% 72
2018
Q4
$1.46M Buy
24,510
+1,978
+9% +$129K 0.58% 57
2018
Q3
$1.56M Sell
22,532
-233
-1% -$15.9K 0.56% 53
2018
Q2
$1.51M Buy
22,765
+2,234
+11% +$150K 0.57% 50
2018
Q1
$1.33M Buy
20,531
+3,418
+20% +$229K 0.57% 52
2017
Q4
$1.13M Buy
+17,113
New +$1.11M 0.47% 59

Cypress Wealth Services's SYV Position: Q1 2021 in Review

Cypress Wealth Services sold out of SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) in Q1 2021, closing a stake of 17,620 shares — an estimated $1.23M sold.

Cypress Wealth Services first reported a position in SYV in Q4 2017 and held it in 12 quarters. The position peaked at $1.89M in Q3 2019. 0 funds tracked by Wall St. Rank hold SYV as of Q1 2021.

  • Cypress Wealth Services reported no remaining SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position as of Q1 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 17,620 SPDR MFS Systematic Value Equity ETF of SSgA Active Trust shares in Q1 2021, an estimated $1.23M.
  • Cypress Wealth Services first reported a position in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust in Q4 2017 and held it in 12 quarters.
  • Cypress Wealth Services's SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position peaked at $1.89M in Q3 2019.
  • 0 funds tracked by Wall St. Rank held SPDR MFS Systematic Value Equity ETF of SSgA Active Trust as of Q1 2021.

Based on Cypress Wealth Services's 13F filing for Q1 2021, filed 28 Apr 2021.