KWM
SYV

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

Kingsview 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
2018
Q1 		– Sell
-3,387
Closed -$224K – 441
2017
Q4 		$224K Sell
3,387
-507
-13% -$32.9K 0.08% 284
2017
Q3 		$242K Sell
3,894
-231
-6% -$14K 0.11% 237
2017
Q2 		$246K Buy
+4,125
New +$243K 0.13% 212

Other funds holding SYV

WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
AIS
Accurate Investment Solutions Seven Fields, Pennsylvania $123M AUM 9.07% 1-Year Est. Return

Kingsview Wealth Management's SYV Position: Q1 2018 in Review

Kingsview Wealth Management sold out of SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) in Q1 2018, closing a stake of 3,387 shares — an estimated $224K sold.

Kingsview Wealth Management first reported a position in SYV in Q2 2017 and held it in 3 quarters. The position peaked at $246K in Q2 2017. 13 funds tracked by Wall St. Rank hold SYV as of Q1 2018.

  • Kingsview Wealth Management reported no remaining SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position as of Q1 2018 after selling out during the quarter.
  • Kingsview Wealth Management sold 3,387 SPDR MFS Systematic Value Equity ETF of SSgA Active Trust shares in Q1 2018, an estimated $224K.
  • Kingsview Wealth Management first reported a position in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust in Q2 2017 and held it in 3 quarters.
  • Kingsview Wealth Management's SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position peaked at $246K in Q2 2017.
  • 13 funds tracked by Wall St. Rank held SPDR MFS Systematic Value Equity ETF of SSgA Active Trust as of Q1 2018.

Based on Kingsview Wealth Management's 13F filing for Q1 2018, filed 29 Jan 2020.