LPL Financial’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 |
-31,123
| Closed | -$3.61M | – | 4197 |
|
|
2020
Q4 | $3.61M | Buy |
31,123
+27,597
| +783% | +$3.05M | ﹤0.01% | 1296 |
|
|
2020
Q3 | $380K | Sell |
3,526
-170
| -5% | -$17.7K | ﹤0.01% | 2708 |
|
|
2020
Q2 | $359K | Buy |
+3,696
| New | +$332K | ﹤0.01% | 2696 |
|
|
2020
Q1 | – | Sell |
-2,705
| Closed | -$242K | – | 3484 |
|
|
2019
Q4 | $242K | Buy |
+2,705
| New | +$231K | ﹤0.01% | 2952 |
|
|
2019
Q3 | – | Sell |
-2,582
| Closed | -$216K | – | 3403 |
|
|
2019
Q2 | $216K | Sell |
2,582
-380
| -13% | -$31.2K | ﹤0.01% | 2967 |
|
|
2019
Q1 | $240K | Sell |
2,962
-20
| -0.7% | -$1.57K | ﹤0.01% | 2816 |
|
|
2018
Q4 | $211K | Buy |
2,982
+175
| +6% | +$13.6K | ﹤0.01% | 2773 |
|
|
2018
Q3 | $242K | Sell |
2,807
-1,080
| -28% | -$91K | ﹤0.01% | 2857 |
|
|
2018
Q2 | $313K | Sell |
3,887
-62,168
| -94% | -$5.04M | ﹤0.01% | 2611 |
|
|
2018
Q1 | $5.2M | Sell |
66,055
-53,703
| -45% | -$4.4M | 0.01% | 684 |
|
|
2017
Q4 | $9.51M | Buy |
119,758
+969
| +0.8% | +$75.3K | 0.03% | 429 |
|
|
2017
Q3 | $8.94M | Sell |
118,789
-1,978
| -2% | -$145K | 0.03% | 407 |
|
|
2017
Q2 | $8.61M | Buy |
120,767
+3,700
| +3% | +$258K | 0.03% | 403 |
|
|
2017
Q1 | $7.98M | Buy |
117,067
+109,177
| +1,384% | +$7.31M | 0.05% | 307 |
|
|
2016
Q4 | $495K | Buy |
7,890
+1,100
| +16% | +$68.5K | ﹤0.01% | 1761 |
|
|
2016
Q3 | $419K | Buy |
6,790
+686
| +11% | +$42.7K | ﹤0.01% | 1867 |
|
|
2016
Q2 | $372K | Buy |
+6,104
| New | +$368K | ﹤0.01% | 1910 |
|
LPL Financial's SYG Position: Q1 2021 in Review
LPL Financial sold out of SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) in Q1 2021, closing a stake of 31,123 shares — an estimated $3.61M sold.
LPL Financial first reported a position in SYG in Q2 2016 and held it in 17 quarters. The position peaked at $9.51M in Q4 2017. 0 funds tracked by Wall St. Rank hold SYG as of Q1 2021.
- LPL Financial reported no remaining SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position as of Q1 2021 after selling out during the quarter.
- LPL Financial sold 31,123 SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust shares in Q1 2021, an estimated $3.61M.
- LPL Financial first reported a position in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust in Q2 2016 and held it in 17 quarters.
- LPL Financial's SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position peaked at $9.51M in Q4 2017.
- 0 funds tracked by Wall St. Rank held SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust as of Q1 2021.
Based on LPL Financial's 13F filing for Q1 2021, filed 14 May 2021.