GI
SYV

Gradient Investments’s SPDR MFS Systematic Value Equity ETF of SSgA Active Trust SYV Stock Holding History

Gradient Investments’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
2019
Q4 		– Sell
-164
Closed -$11K – 1327
2019
Q3 		$11K Buy
+164
New +$10.8K ﹤0.01% 656

Other funds holding SYV

CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
JFA
Johanson Financial Advisors Campbell, California $326M AUM 23.67% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

Gradient Investments's SYV Position: Q4 2019 in Review

Gradient Investments sold out of SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) in Q4 2019, closing a stake of 164 shares — an estimated $11K sold.

Gradient Investments first reported a position in SYV in Q3 2019 and held it in 1 quarter. The position peaked at $11K in Q3 2019. 18 funds tracked by Wall St. Rank hold SYV as of Q4 2019.

  • Gradient Investments reported no remaining SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position as of Q4 2019 after selling out during the quarter.
  • Gradient Investments sold 164 SPDR MFS Systematic Value Equity ETF of SSgA Active Trust shares in Q4 2019, an estimated $11K.
  • Gradient Investments first reported a position in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust in Q3 2019 and held it in 1 quarter.
  • Gradient Investments's SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position peaked at $11K in Q3 2019.
  • 18 funds tracked by Wall St. Rank held SPDR MFS Systematic Value Equity ETF of SSgA Active Trust as of Q4 2019.

Based on Gradient Investments's 13F filing for Q4 2019, filed 15 Jan 2020.