Lake Point Wealth Management’s SPDR MFS Systematic Core Equity ETF of SSgA Active Trust SYE Stock Holding History

Lake Point Wealth Management’s Portfolio SYE Stock Details SYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	$7K	Hold	81	–	–	﹤0.01%	390
2019 Q1	$7K	Hold	81	–	–	﹤0.01%	390
2018 Q4	$6K	Buy	+81	New	+$6.18K	﹤0.01%	540

Other funds holding SYE

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LFG

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Lake Point Wealth Management's SYE Position: Q2 2019 in Review

Lake Point Wealth Management held its SPDR MFS Systematic Core Equity ETF of SSgA Active Trust (SYE) position steady in Q2 2019 at 81 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Lake Point Wealth Management first reported a position in SYE in Q4 2018 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold SYE as of Q2 2019.

Lake Point Wealth Management held 81 shares of SPDR MFS Systematic Core Equity ETF of SSgA Active Trust worth $7K as of Q2 2019.
Lake Point Wealth Management left its SPDR MFS Systematic Core Equity ETF of SSgA Active Trust share count unchanged in Q2 2019.
SPDR MFS Systematic Core Equity ETF of SSgA Active Trust made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #390 holding.
Lake Point Wealth Management first reported a position in SPDR MFS Systematic Core Equity ETF of SSgA Active Trust in Q4 2018 and has held it in 3 quarters since.
20 funds tracked by Wall St. Rank held SPDR MFS Systematic Core Equity ETF of SSgA Active Trust as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.