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

IFP Advisors’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 Q4	–	Sell	-38	Closed	-$4.2K	–	3178
2020 Q3	$4K	Hold	38	–	–	﹤0.01%	2308
2020 Q2	$4K	Hold	38	–	–	﹤0.01%	2209
2020 Q1	$3K	Hold	38	–	–	﹤0.01%	2297
2019 Q4	$3K	Hold	38	–	–	﹤0.01%	2436
2019 Q3	$3K	Buy	+38	New	+$3.18K	﹤0.01%	2612

Other funds holding SYG

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

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

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

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

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

RJFSA

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

LWAC

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

IFP Advisors's SYG Position: Q4 2020 in Review

IFP Advisors sold out of SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) in Q4 2020, closing a stake of 38 shares — an estimated $4.2K sold.

IFP Advisors first reported a position in SYG in Q3 2019 and held it in 5 quarters. The position peaked at $4K in Q3 2020. 16 funds tracked by Wall St. Rank hold SYG as of Q4 2020.

IFP Advisors reported no remaining SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position as of Q4 2020 after selling out during the quarter.
IFP Advisors sold 38 SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust shares in Q4 2020, an estimated $4.2K.
IFP Advisors first reported a position in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust in Q3 2019 and held it in 5 quarters.
IFP Advisors's SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position peaked at $4K in Q3 2020.
16 funds tracked by Wall St. Rank held SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust as of Q4 2020.

Based on IFP Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.