Laurel Wealth Advisors (California)’s SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust SYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,926
| Closed | -$456K | – | 498 |
|
|
2020
Q4 | $456K | Buy |
3,926
+1
| +0% | +$111 | 0.07% | 263 |
|
|
2020
Q3 | $423K | Sell |
3,925
-4
| -0.1% | -$417 | 0.07% | 248 |
|
|
2020
Q2 | $382K | Sell |
3,929
-47
| -1% | -$4.23K | 0.07% | 256 |
|
|
2020
Q1 | $308K | Sell |
3,976
-6,936
| -64% | -$610K | 0.07% | 269 |
|
|
2019
Q4 | $976K | Sell |
10,912
-565
| -5% | -$48.3K | 0.16% | 157 |
|
|
2019
Q3 | $934K | Sell |
11,477
-625
| -5% | -$52.3K | 0.16% | 158 |
|
|
2019
Q2 | $1.01M | Sell |
12,102
-102
| -0.8% | -$8.38K | 0.22% | 121 |
|
|
2019
Q1 | $990K | Sell |
12,204
-309
| -2% | -$24.2K | 0.24% | 109 |
|
|
2018
Q4 | $884K | Sell |
12,513
-3,508
| -22% | -$273K | 0.26% | 98 |
|
|
2018
Q3 | $1.38M | Sell |
16,021
-719
| -4% | -$60.6K | 0.34% | 80 |
|
|
2018
Q2 | $1.35M | Buy |
16,740
+997
| +6% | +$80.9K | 0.36% | 78 |
|
|
2018
Q1 | $1.24M | Buy |
15,743
+3,802
| +32% | +$312K | 0.38% | 73 |
|
|
2017
Q4 | $948K | Buy |
11,941
+772
| +7% | +$60K | 0.27% | 95 |
|
|
2017
Q3 | $840K | Buy |
11,169
+304
| +3% | +$22.4K | 0.28% | 92 |
|
|
2017
Q2 | $774K | Buy |
10,865
+757
| +7% | +$52.8K | 0.28% | 98 |
|
|
2017
Q1 | $691K | Buy |
+10,108
| New | +$677K | 0.27% | 103 |
|
Laurel Wealth Advisors (California)'s SYG Position: Q1 2021 in Review
Laurel Wealth Advisors (California) sold out of SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) in Q1 2021, closing a stake of 3,926 shares — an estimated $456K sold.
Laurel Wealth Advisors (California) first reported a position in SYG in Q1 2017 and held it in 16 quarters. The position peaked at $1.38M in Q3 2018. 0 funds tracked by Wall St. Rank hold SYG as of Q1 2021.
- Laurel Wealth Advisors (California) reported no remaining SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position as of Q1 2021 after selling out during the quarter.
- Laurel Wealth Advisors (California) sold 3,926 SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust shares in Q1 2021, an estimated $456K.
- Laurel Wealth Advisors (California) first reported a position in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust in Q1 2017 and held it in 16 quarters.
- Laurel Wealth Advisors (California)'s SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position peaked at $1.38M in Q3 2018.
- 0 funds tracked by Wall St. Rank held SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust as of Q1 2021.
Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2021, filed 14 May 2021.