FA
SYG

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

FDx 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
2018
Q4 		– Sell
-2,355
Closed -$204K – 870
2018
Q3 		$204K Buy
+2,355
New +$198K 0.01% 828
2018
Q2 		– Sell
-3,089
Closed -$243K – 1159
2018
Q1 		$243K Buy
+3,089
New +$253K 0.01% 1065

Other funds holding SYG

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDx Advisors's SYG Position: Q4 2018 in Review

FDx Advisors sold out of SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) in Q4 2018, closing a stake of 2,355 shares — an estimated $204K sold.

FDx Advisors first reported a position in SYG in Q1 2018 and held it in 2 quarters. The position peaked at $243K in Q1 2018. 24 funds tracked by Wall St. Rank hold SYG as of Q4 2018.

  • FDx Advisors reported no remaining SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position as of Q4 2018 after selling out during the quarter.
  • FDx Advisors sold 2,355 SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust shares in Q4 2018, an estimated $204K.
  • FDx Advisors first reported a position in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust in Q1 2018 and held it in 2 quarters.
  • FDx Advisors's SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position peaked at $243K in Q1 2018.
  • 24 funds tracked by Wall St. Rank held SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust as of Q4 2018.

Based on FDx Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.