MCWS
SYE

McKinley Carter Wealth Services’s SPDR MFS Systematic Core Equity ETF of SSgA Active Trust SYE Stock Holding History

McKinley Carter Wealth Services’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
2021
Q1 		– Sell
-40,999
Closed -$3.98M – 293
2020
Q4 		$3.98M Buy
+40,999
New +$3.77M 0.52% 60

McKinley Carter Wealth Services's SYE Position: Q1 2021 in Review

McKinley Carter Wealth Services sold out of SPDR MFS Systematic Core Equity ETF of SSgA Active Trust (SYE) in Q1 2021, closing a stake of 40,999 shares — an estimated $3.98M sold.

McKinley Carter Wealth Services first reported a position in SYE in Q4 2020 and held it in 1 quarter. The position peaked at $3.98M in Q4 2020. 0 funds tracked by Wall St. Rank hold SYE as of Q1 2021.

  • McKinley Carter Wealth Services reported no remaining SPDR MFS Systematic Core Equity ETF of SSgA Active Trust position as of Q1 2021 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 40,999 SPDR MFS Systematic Core Equity ETF of SSgA Active Trust shares in Q1 2021, an estimated $3.98M.
  • McKinley Carter Wealth Services first reported a position in SPDR MFS Systematic Core Equity ETF of SSgA Active Trust in Q4 2020 and held it in 1 quarter.
  • McKinley Carter Wealth Services's SPDR MFS Systematic Core Equity ETF of SSgA Active Trust position peaked at $3.98M in Q4 2020.
  • 0 funds tracked by Wall St. Rank held SPDR MFS Systematic Core Equity ETF of SSgA Active Trust as of Q1 2021.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2021, filed 30 Apr 2021.