LWAC
SYV

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

Laurel Wealth Advisors (California)’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 		– Sell
-3,192
Closed -$214K – 502
2019
Q3 		$214K Sell
3,192
-356
-10% -$23.5K 0.04% 422
2019
Q2 		$235K Buy
+3,548
New +$235K 0.05% 353
2018
Q4 		– Sell
-6,703
Closed -$463K – 448
2018
Q3 		$463K Buy
6,703
+28
+0.4% +$1.91K 0.11% 205
2018
Q2 		$443K Buy
6,675
+1,723
+35% +$115K 0.12% 196
2018
Q1 		$321K Buy
+4,952
New +$331K 0.1% 227

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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return

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

Laurel Wealth Advisors (California) sold out of SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) in Q4 2019, closing a stake of 3,192 shares — an estimated $214K sold.

Laurel Wealth Advisors (California) first reported a position in SYV in Q1 2018 and held it in 5 quarters. The position peaked at $463K in Q3 2018. 18 funds tracked by Wall St. Rank hold SYV as of Q4 2019.

  • Laurel Wealth Advisors (California) reported no remaining SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position as of Q4 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 3,192 SPDR MFS Systematic Value Equity ETF of SSgA Active Trust shares in Q4 2019, an estimated $214K.
  • Laurel Wealth Advisors (California) first reported a position in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust in Q1 2018 and held it in 5 quarters.
  • Laurel Wealth Advisors (California)'s SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position peaked at $463K in Q3 2018.
  • 18 funds tracked by Wall St. Rank held SPDR MFS Systematic Value 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.