IFWM
SYV

Institute for Wealth Management’s SPDR MFS Systematic Value Equity ETF of SSgA Active Trust SYV Stock Holding History

Institute for Wealth Management’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
-625
Closed -$45K – 712
2019
Q4 		$45K Buy
+625
New +$43.4K 0.01% 518

Other funds holding SYV

CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 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 $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return

Institute for Wealth Management's SYV Position: Q1 2020 in Review

Institute for Wealth Management sold out of SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) in Q1 2020, closing a stake of 625 shares — an estimated $45K sold.

Institute for Wealth Management first reported a position in SYV in Q4 2019 and held it in 1 quarter. The position peaked at $45K in Q4 2019. 16 funds tracked by Wall St. Rank hold SYV as of Q1 2020.

  • Institute for Wealth Management reported no remaining SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 625 SPDR MFS Systematic Value Equity ETF of SSgA Active Trust shares in Q1 2020, an estimated $45K.
  • Institute for Wealth Management first reported a position in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position peaked at $45K in Q4 2019.
  • 16 funds tracked by Wall St. Rank held SPDR MFS Systematic Value Equity ETF of SSgA Active Trust as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.