Executive Wealth Management’s SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust SYG Stock Holding History

Executive Wealth Management’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
2019 Q3	–	Sell	-27	Closed	-$2K	–	897
2019 Q2	$2K	Hold	27	–	–	﹤0.01%	828
2019 Q1	$2K	Hold	27	–	–	﹤0.01%	764
2018 Q4	$2K	Buy	+27	New	+$2.1K	﹤0.01%	792

Other funds holding SYG

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

LWAC

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAG

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

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

Executive Wealth Management's SYG Position: Q3 2019 in Review

Executive Wealth Management sold out of SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) in Q3 2019, closing a stake of 27 shares — an estimated $2K sold.

Executive Wealth Management first reported a position in SYG in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 20 funds tracked by Wall St. Rank hold SYG as of Q3 2019.

Executive Wealth Management reported no remaining SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 27 SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust shares in Q3 2019, an estimated $2K.
Executive Wealth Management first reported a position in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position peaked at $2K in Q2 2019.
20 funds tracked by Wall St. Rank held SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.