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

Lake Point Wealth Management’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
2020 Q1	$10K	Hold	128	–	–	0.01%	111
2019 Q4	$11K	Buy	+128	New	+$10.9K	﹤0.01%	263
2019 Q2	$17K	Hold	203	–	–	0.01%	264
2019 Q1	$17K	Hold	203	–	–	0.01%	264
2018 Q4	$14K	Buy	+203	New	+$15.8K	0.01%	407

Other funds holding SYG

BCI

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

LWS

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

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

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

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

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

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

LWAC

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFGS

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

Lake Point Wealth Management's SYG Position: Q1 2020 in Review

Lake Point Wealth Management held its SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) position steady in Q1 2020 at 128 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #111.

Lake Point Wealth Management first reported a position in SYG in Q4 2018 and has held it in 5 quarters since. The position peaked at $17K in Q2 2019. 17 funds tracked by Wall St. Rank hold SYG as of Q1 2020.

Lake Point Wealth Management held 128 shares of SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust worth $10K as of Q1 2020.
Lake Point Wealth Management left its SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust share count unchanged in Q1 2020.
SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust made up 0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #111 holding.
Lake Point Wealth Management first reported a position in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust in Q4 2018 and has held it in 5 quarters since.
Lake Point Wealth Management's SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position peaked at $17K in Q2 2019.
17 funds tracked by Wall St. Rank held SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.