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

FormulaFolio Investments’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 Q2	–	Sell	-5,268	Closed	-$427K	–	367
2019 Q1	$427K	Sell	5,268 -890	-14%	-$69.8K	0.02%	218
2018 Q4	$532K	Hold	6,158	–	–	0.02%	200
2018 Q3	$532K	Buy	6,158 +115	+2%	+$9.69K	0.02%	200
2018 Q2	$487K	Buy	6,043 +6	+0.1%	+$487	0.02%	203
2018 Q1	$476K	Buy	+6,037	New	+$495K	0.03%	179

Other funds holding SYG

BCI

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

LWAC

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

FormulaFolio Investments's SYG Position: Q2 2019 in Review

FormulaFolio Investments sold out of SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) in Q2 2019, closing a stake of 5,268 shares — an estimated $427K sold.

FormulaFolio Investments first reported a position in SYG in Q1 2018 and held it in 5 quarters. The position peaked at $532K in Q4 2018. 18 funds tracked by Wall St. Rank hold SYG as of Q2 2019.

FormulaFolio Investments reported no remaining SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position as of Q2 2019 after selling out during the quarter.
FormulaFolio Investments sold 5,268 SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust shares in Q2 2019, an estimated $427K.
FormulaFolio Investments first reported a position in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust in Q1 2018 and held it in 5 quarters.
FormulaFolio Investments's SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position peaked at $532K in Q4 2018.
18 funds tracked by Wall St. Rank held SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust as of Q2 2019.

Based on FormulaFolio Investments's 13F filing for Q2 2019, filed 12 Aug 2019.