Ladenburg Thalmann Financial Services’s SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust SYG Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$92K	Sell	1,033 -206	-17%	-$17.6K	﹤0.01%	3094
2019 Q3	$101K	Buy	1,239 +125	+11%	+$10.5K	﹤0.01%	2930
2019 Q2	$93K	Buy	1,114 +158	+17%	+$13K	﹤0.01%	3021
2019 Q1	$78K	Sell	956 -766	-44%	-$60.1K	﹤0.01%	3069
2018 Q4	$122K	Buy	1,722 +1,361	+377%	+$106K	﹤0.01%	2617
2018 Q3	$31K	Sell	361 -84	-19%	-$7.08K	﹤0.01%	3635
2018 Q2	$35K	Hold	445	–	–	﹤0.01%	3510
2018 Q1	$35K	Buy	+445	New	+$36.5K	﹤0.01%	3510

Other funds holding SYG

BCI

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

LWAC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

LFG

LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SYG Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) stake by 17% in Q4 2019, selling an estimated $17.6K and leaving 1,033 shares worth $92K. The position accounts for ﹤0.01% of the portfolio, ranked #3094.

Ladenburg Thalmann Financial Services first reported a position in SYG in Q1 2018 and has held it in 8 quarters since. The position peaked at $122K in Q4 2018. 17 funds tracked by Wall St. Rank hold SYG as of Q4 2019.

Ladenburg Thalmann Financial Services held 1,033 shares of SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust worth $92K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 206 SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust shares in Q4 2019, an estimated $17.6K.
SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3094 holding.
Ladenburg Thalmann Financial Services first reported a position in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust in Q1 2018 and has held it in 8 quarters since.
Ladenburg Thalmann Financial Services's SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position peaked at $122K in Q4 2018.
17 funds tracked by Wall St. Rank held SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.