Laurel Wealth Advisors (California)’s SPDR MFS Systematic Core Equity ETF of SSgA Active Trust SYE Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	–	Sell	-2,699	Closed	-$222K	–	503
2019 Q3	$222K	Buy	2,699 +166	+7%	+$13.6K	0.04%	416
2019 Q2	$206K	Buy	+2,533	New	+$204K	0.05%	383
2018 Q4	–	Sell	-5,354	Closed	-$435K	–	449
2018 Q3	$435K	Buy	5,354 +19	+0.4%	+$1.5K	0.11%	214
2018 Q2	$401K	Buy	5,335 +1,527	+40%	+$115K	0.11%	208
2018 Q1	$282K	Buy	+3,808	New	+$290K	0.09%	257

Other funds holding SYE

WEPOG

Wealth Enhancement & Preservation of GA Alpharetta, Georgia $104M AUM 15.21% 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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

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

RJA

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

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SYE Position: Q4 2019 in Review

Laurel Wealth Advisors (California) sold out of SPDR MFS Systematic Core Equity ETF of SSgA Active Trust (SYE) in Q4 2019, closing a stake of 2,699 shares — an estimated $222K sold.

Laurel Wealth Advisors (California) first reported a position in SYE in Q1 2018 and held it in 5 quarters. The position peaked at $435K in Q3 2018. 16 funds tracked by Wall St. Rank hold SYE as of Q4 2019.

Laurel Wealth Advisors (California) reported no remaining SPDR MFS Systematic Core Equity ETF of SSgA Active Trust position as of Q4 2019 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 2,699 SPDR MFS Systematic Core Equity ETF of SSgA Active Trust shares in Q4 2019, an estimated $222K.
Laurel Wealth Advisors (California) first reported a position in SPDR MFS Systematic Core Equity ETF of SSgA Active Trust in Q1 2018 and held it in 5 quarters.
Laurel Wealth Advisors (California)'s SPDR MFS Systematic Core Equity ETF of SSgA Active Trust position peaked at $435K in Q3 2018.
16 funds tracked by Wall St. Rank held SPDR MFS Systematic Core Equity ETF of SSgA Active Trust as of Q4 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2019, filed 13 Feb 2020.