Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Syntax Stratified LargeCap ETF SSPY Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio SSPY Stock Details SSPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-734
Closed -$50.1K – 3522
2023
Q2 		$50.1K Buy
+734
New +$48.1K ﹤0.01% 1978

Other funds holding SSPY

SA
Syntax Advisors New York $114M AUM 15.11% 1-Year Est. Return
VCG
Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return
FWM
Fortress Wealth Management Culver City, California $225M AUM 11.46% 1-Year Est. Return
OMC
Overbrook Management Corp New York $529M AUM 31.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $291M AUM 19.25% 1-Year Est. Return

Northwestern Mutual Wealth Management's SSPY Position: Q3 2023 in Review

Northwestern Mutual Wealth Management sold out of Syntax Stratified LargeCap ETF (SSPY) in Q3 2023, closing a stake of 734 shares — an estimated $50.1K sold.

Northwestern Mutual Wealth Management first reported a position in SSPY in Q2 2023 and held it in 1 quarter. The position peaked at $50.1K in Q2 2023. 10 funds tracked by Wall St. Rank hold SSPY as of Q3 2023.

  • Northwestern Mutual Wealth Management reported no remaining Syntax Stratified LargeCap ETF position as of Q3 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 734 Syntax Stratified LargeCap ETF shares in Q3 2023, an estimated $50.1K.
  • Northwestern Mutual Wealth Management first reported a position in Syntax Stratified LargeCap ETF in Q2 2023 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Syntax Stratified LargeCap ETF position peaked at $50.1K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Syntax Stratified LargeCap ETF as of Q3 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.