GRP
SYV

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

Global Retirement Partners’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
Q1 		– Sell
-26
Closed -$2K – 1755
2019
Q4 		$2K Hold
26
– – ﹤0.01% 1509
2019
Q3 		$2K Hold
26
– – ﹤0.01% 1483
2019
Q2 		$2K Hold
26
– – ﹤0.01% 1475
2019
Q1 		$2K Hold
26
– – ﹤0.01% 1433
2018
Q4 		$2K Sell
26
-611
-96% -$39.7K ﹤0.01% 1371
2018
Q3 		$44K Hold
637
– – 0.01% 598
2018
Q2 		$42K Hold
637
– – 0.01% 584
2018
Q1 		$41K Buy
637
+484
+316% +$32.4K 0.01% 578
2017
Q4 		$10K Hold
153
– – ﹤0.01% 934
2017
Q3 		$9K Buy
+153
New +$9.3K ﹤0.01% 880

Other funds holding SYV

CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

Global Retirement Partners's SYV Position: Q1 2020 in Review

Global Retirement Partners sold out of SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) in Q1 2020, closing a stake of 26 shares — an estimated $2K sold.

Global Retirement Partners first reported a position in SYV in Q3 2017 and held it in 10 quarters. The position peaked at $44K in Q3 2018. 16 funds tracked by Wall St. Rank hold SYV as of Q1 2020.

  • Global Retirement Partners reported no remaining SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position as of Q1 2020 after selling out during the quarter.
  • Global Retirement Partners sold 26 SPDR MFS Systematic Value Equity ETF of SSgA Active Trust shares in Q1 2020, an estimated $2K.
  • Global Retirement Partners first reported a position in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust in Q3 2017 and held it in 10 quarters.
  • Global Retirement Partners's SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position peaked at $44K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held SPDR MFS Systematic Value Equity ETF of SSgA Active Trust as of Q1 2020.

Based on Global Retirement Partners's 13F filing for Q1 2020, filed 28 Apr 2020.