LTFS
SYV

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

Ladenburg Thalmann Financial Services’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
2019
Q4 		$218K Sell
4,756
-9,187
-66% -$639K ﹤0.01% 2431
2019
Q3 		$936K Sell
13,943
-2,594
-16% -$171K 0.01% 1292
2019
Q2 		$1.09M Sell
16,537
-452
-3% -$30K 0.01% 1165
2019
Q1 		$1.12M Buy
16,989
+1,332
+9% +$86K 0.01% 1108
2018
Q4 		$932K Buy
15,657
+10,859
+226% +$706K 0.01% 1103
2018
Q3 		$331K Buy
4,798
+2,410
+101% +$164K ﹤0.01% 1918
2018
Q2 		$152K Hold
2,388
– – ﹤0.01% 2448
2018
Q1 		$152K Buy
+2,388
New +$160K ﹤0.01% 2448

Other funds holding SYV

CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
JFA
Johanson Financial Advisors Campbell, California $326M AUM 23.67% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 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 $618B AUM 30.34% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services reduced its SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) stake by 66% in Q4 2019, selling an estimated $639K and leaving 4,756 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #2431.

Ladenburg Thalmann Financial Services first reported a position in SYV in Q1 2018 and has held it in 8 quarters since. The position peaked at $1.12M in Q1 2019. 18 funds tracked by Wall St. Rank hold SYV as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 4,756 shares of SPDR MFS Systematic Value Equity ETF of SSgA Active Trust worth $218K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 9,187 SPDR MFS Systematic Value Equity ETF of SSgA Active Trust shares in Q4 2019, an estimated $639K.
  • SPDR MFS Systematic Value Equity ETF of SSgA Active Trust made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2431 holding.
  • Ladenburg Thalmann Financial Services first reported a position in SPDR MFS Systematic Value 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 Value Equity ETF of SSgA Active Trust position peaked at $1.12M in Q1 2019.
  • 18 funds tracked by Wall St. Rank held SPDR MFS Systematic Value 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.