Lucia Wealth Services’s SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust SYG Stock Holding History

Lucia Wealth Services’s Portfolio SYG Stock Details SYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$3.31M	Sell	30,666 -4,885	-14%	-$509K	0.78%	27
2020 Q2	$3.46M	Buy	35,551 +16,263	+84%	+$1.46M	0.91%	24
2020 Q1	$1.49M	Buy	19,288 +14,620	+313%	+$1.29M	0.49%	36
2019 Q4	$418K	Buy	+4,668	New	+$399K	0.13%	96

Other funds holding SYG

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LWAC

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LFG

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lucia Wealth Services's SYG Position: Q3 2020 in Review

Lucia Wealth Services reduced its SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) stake by 14% in Q3 2020, selling an estimated $509K and leaving 30,666 shares worth $3.31M. The position accounts for 0.78% of the portfolio, ranked #27.

Lucia Wealth Services first reported a position in SYG in Q4 2019 and has held it in 4 quarters since. The position peaked at $3.46M in Q2 2020. 18 funds tracked by Wall St. Rank hold SYG as of Q3 2020.

Lucia Wealth Services held 30,666 shares of SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust worth $3.31M as of Q3 2020.
Lucia Wealth Services sold 4,885 SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust shares in Q3 2020, an estimated $509K.
SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust made up 0.78% of Lucia Wealth Services's portfolio in Q3 2020, its #27 holding.
Lucia Wealth Services first reported a position in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust in Q4 2019 and has held it in 4 quarters since.
Lucia Wealth Services's SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position peaked at $3.46M in Q2 2020.
18 funds tracked by Wall St. Rank held SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.