JFA
SYV

Johanson Financial Advisors’s SPDR MFS Systematic Value Equity ETF of SSgA Active Trust SYV Stock Holding History

Johanson Financial Advisors’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
-95,273
Closed -$1.32M – 270
2019
Q4 		$1.32M Buy
+95,273
New +$6.62M 0.06% 124

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

Johanson Financial Advisors's SYV Position: Q1 2020 in Review

Johanson Financial Advisors sold out of SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) in Q1 2020, closing a stake of 95,273 shares — an estimated $1.32M sold.

Johanson Financial Advisors first reported a position in SYV in Q4 2019 and held it in 1 quarter. The position peaked at $1.32M in Q4 2019. 16 funds tracked by Wall St. Rank hold SYV as of Q1 2020.

  • Johanson Financial Advisors reported no remaining SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 95,273 SPDR MFS Systematic Value Equity ETF of SSgA Active Trust shares in Q1 2020, an estimated $1.32M.
  • Johanson Financial Advisors first reported a position in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position peaked at $1.32M 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 Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.