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

Litman Gregory 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
2020 Q1	–	Sell	-18	Closed	-$2K	–	219
2019 Q4	$2K	Sell	18 -37	-67%	-$3.18K	﹤0.01%	201
2019 Q3	$5K	Hold	55	–	–	﹤0.01%	158
2019 Q2	$4K	Hold	55	–	–	﹤0.01%	193
2019 Q1	$4K	Hold	55	–	–	﹤0.01%	126
2018 Q4	$4K	Hold	55	–	–	﹤0.01%	139
2018 Q3	$4K	Buy	+55	New	+$4.35K	﹤0.01%	107

Other funds holding SYE

LFG

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

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

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

Jane Street New York $777B AUM 61.18% 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

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

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

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Litman Gregory Wealth Management's SYE Position: Q1 2020 in Review

Litman Gregory Wealth Management sold out of SPDR MFS Systematic Core Equity ETF of SSgA Active Trust (SYE) in Q1 2020, closing a stake of 18 shares — an estimated $2K sold.

Litman Gregory Wealth Management first reported a position in SYE in Q3 2018 and held it in 6 quarters. The position peaked at $5K in Q3 2019. 15 funds tracked by Wall St. Rank hold SYE as of Q1 2020.

Litman Gregory Wealth Management reported no remaining SPDR MFS Systematic Core Equity ETF of SSgA Active Trust position as of Q1 2020 after selling out during the quarter.
Litman Gregory Wealth Management sold 18 SPDR MFS Systematic Core Equity ETF of SSgA Active Trust shares in Q1 2020, an estimated $2K.
Litman Gregory Wealth Management first reported a position in SPDR MFS Systematic Core Equity ETF of SSgA Active Trust in Q3 2018 and held it in 6 quarters.
Litman Gregory Wealth Management's SPDR MFS Systematic Core Equity ETF of SSgA Active Trust position peaked at $5K in Q3 2019.
15 funds tracked by Wall St. Rank held SPDR MFS Systematic Core Equity ETF of SSgA Active Trust as of Q1 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.