NPC
SYV

National Planning Corporation’s SPDR MFS Systematic Value Equity ETF of SSgA Active Trust SYV Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-5,213
Closed -$325K – 701
2017
Q3 		$325K Sell
5,213
-4,283
-45% -$260K 0.03% 504
2017
Q2 		$570K Sell
9,496
-3,672
-28% -$216K 0.04% 372
2017
Q1 		$775K Buy
13,168
+78
+0.6% +$4.54K 0.06% 284
2016
Q4 		$753K Sell
13,090
-1,893
-13% -$107K 0.06% 283
2016
Q3 		$809K Buy
14,983
+3,433
+30% +$185K 0.06% 265
2016
Q2 		$609K Buy
11,550
+1,715
+17% +$89K 0.05% 336
2016
Q1 		$503K Buy
+9,835
New +$481K 0.04% 353

Other funds holding SYV

CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

National Planning Corporation's SYV Position: Q4 2017 in Review

National Planning Corporation sold out of SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) in Q4 2017, closing a stake of 5,213 shares — an estimated $325K sold.

National Planning Corporation first reported a position in SYV in Q1 2016 and held it in 7 quarters. The position peaked at $809K in Q3 2016. 8 funds tracked by Wall St. Rank hold SYV as of Q4 2017.

  • National Planning Corporation reported no remaining SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 5,213 SPDR MFS Systematic Value Equity ETF of SSgA Active Trust shares in Q4 2017, an estimated $325K.
  • National Planning Corporation first reported a position in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust in Q1 2016 and held it in 7 quarters.
  • National Planning Corporation's SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position peaked at $809K in Q3 2016.
  • 8 funds tracked by Wall St. Rank held SPDR MFS Systematic Value Equity ETF of SSgA Active Trust as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.