Global Retirement Partners’s SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust SYG Stock Holding History

Global Retirement Partners’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
2020 Q2	–	Sell	-38	Closed	-$3K	–	1776
2020 Q1	$3K	Sell	38 -21	-36%	-$1.85K	﹤0.01%	1378
2019 Q4	$5K	Hold	59	–	–	﹤0.01%	1356
2019 Q3	$5K	Hold	59	–	–	﹤0.01%	1321
2019 Q2	$5K	Buy	59 +15	+34%	+$1.23K	﹤0.01%	1313
2019 Q1	$4K	Sell	44 -10	-19%	-$785	﹤0.01%	1321
2018 Q4	$4K	Sell	54 -466	-90%	-$36.3K	﹤0.01%	1245
2018 Q3	$45K	Hold	520	–	–	0.01%	594
2018 Q2	$42K	Hold	520	–	–	0.01%	583
2018 Q1	$41K	Buy	520 +15	+3%	+$1.23K	0.01%	576
2017 Q4	$40K	Buy	505 +378	+298%	+$29.4K	0.01%	558
2017 Q3	$10K	Buy	+127	New	+$9.34K	﹤0.01%	852

Other funds holding SYG

BCI

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

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

RJFSA

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

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

LWAC

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

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

PAG

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

CFGS

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

Global Retirement Partners's SYG Position: Q2 2020 in Review

Global Retirement Partners sold out of SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) in Q2 2020, closing a stake of 38 shares — an estimated $3K sold.

Global Retirement Partners first reported a position in SYG in Q3 2017 and held it in 11 quarters. The position peaked at $45K in Q3 2018. 18 funds tracked by Wall St. Rank hold SYG as of Q2 2020.

Global Retirement Partners reported no remaining SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position as of Q2 2020 after selling out during the quarter.
Global Retirement Partners sold 38 SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust shares in Q2 2020, an estimated $3K.
Global Retirement Partners first reported a position in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust in Q3 2017 and held it in 11 quarters.
Global Retirement Partners's SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position peaked at $45K in Q3 2018.
18 funds tracked by Wall St. Rank held SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust as of Q2 2020.

Based on Global Retirement Partners's 13F filing for Q2 2020, filed 13 Jul 2020.