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

Geneos Wealth 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 Q4	–	Sell	-225	Closed	-$13K	–	3064
2020 Q3	$13K	Hold	225	–	–	﹤0.01%	1869
2020 Q2	$12K	Hold	225	–	–	﹤0.01%	1862
2020 Q1	$11K	Buy	225 +200	+800%	+$13K	﹤0.01%	1805
2019 Q4	$1K	Hold	25	–	–	﹤0.01%	2538
2019 Q3	$1K	Hold	25	–	–	﹤0.01%	2482
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	2485
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	2395
2018 Q4	$1K	Hold	25	–	–	﹤0.01%	2372
2018 Q3	$1K	Hold	25	–	–	﹤0.01%	2402
2018 Q2	$1K	Hold	25	–	–	﹤0.01%	2249
2018 Q1	$1K	Sell	25 -25	-50%	-$1.67K	﹤0.01%	2160
2017 Q4	$3K	Hold	50	–	–	﹤0.01%	1991
2017 Q3	$3K	Buy	+50	New	+$3.04K	﹤0.01%	1940

Other funds holding SYV

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

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

RJFSA

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

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APA

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

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

Geneos Wealth Management's SYV Position: Q4 2020 in Review

Geneos Wealth Management sold out of SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) in Q4 2020, closing a stake of 225 shares — an estimated $13K sold.

Geneos Wealth Management first reported a position in SYV in Q3 2017 and held it in 13 quarters. The position peaked at $13K in Q3 2020. 11 funds tracked by Wall St. Rank hold SYV as of Q4 2020.

Geneos Wealth Management reported no remaining SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position as of Q4 2020 after selling out during the quarter.
Geneos Wealth Management sold 225 SPDR MFS Systematic Value Equity ETF of SSgA Active Trust shares in Q4 2020, an estimated $13K.
Geneos Wealth Management first reported a position in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust in Q3 2017 and held it in 13 quarters.
Geneos Wealth Management's SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position peaked at $13K in Q3 2020.
11 funds tracked by Wall St. Rank held SPDR MFS Systematic Value Equity ETF of SSgA Active Trust as of Q4 2020.

Based on Geneos Wealth Management's 13F filing for Q4 2020, filed 19 May 2021.