IHT Wealth Management’s SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust SYG Stock Holding History

IHT Wealth Management’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
2018 Q2	–	Sell	-226	Closed	-$17K	–	1517
2018 Q1	$17K	Hold	226	–	–	﹤0.01%	1040
2017 Q4	$19K	Hold	226	–	–	0.01%	1007
2017 Q3	$17K	Hold	226	–	–	0.01%	827
2017 Q2	$35	Buy	+226	New	+$15.8K	0.02%	622

Other funds holding SYG

BCI

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WWMSC

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

LWAC

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

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

IHT Wealth Management's SYG Position: Q2 2018 in Review

IHT Wealth Management sold out of SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) in Q2 2018, closing a stake of 226 shares — an estimated $17K sold.

IHT Wealth Management first reported a position in SYG in Q2 2017 and held it in 4 quarters. The position peaked at $19K in Q4 2017. 21 funds tracked by Wall St. Rank hold SYG as of Q2 2018.

IHT Wealth Management reported no remaining SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 226 SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust shares in Q2 2018, an estimated $17K.
IHT Wealth Management first reported a position in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust in Q2 2017 and held it in 4 quarters.
IHT Wealth Management's SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position peaked at $19K in Q4 2017.
21 funds tracked by Wall St. Rank held SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.