Red Door Wealth Management’s SPDR MFS Systematic Core Equity ETF of SSgA Active Trust SYE Stock Holding History

Red Door Wealth Management’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
2020 Q3	–	Sell	-271	Closed	-$22K	–	484
2020 Q2	$22K	Hold	271	–	–	0.02%	242
2020 Q1	$18K	Buy	+271	New	+$22.6K	0.02%	242

Other funds holding SYE

LFG

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

RJFSA

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Red Door Wealth Management's SYE Position: Q3 2020 in Review

Red Door Wealth Management sold out of SPDR MFS Systematic Core Equity ETF of SSgA Active Trust (SYE) in Q3 2020, closing a stake of 271 shares — an estimated $22K sold.

Red Door Wealth Management first reported a position in SYE in Q1 2020 and held it in 2 quarters. The position peaked at $22K in Q2 2020. 14 funds tracked by Wall St. Rank hold SYE as of Q3 2020.

Red Door Wealth Management reported no remaining SPDR MFS Systematic Core Equity ETF of SSgA Active Trust position as of Q3 2020 after selling out during the quarter.
Red Door Wealth Management sold 271 SPDR MFS Systematic Core Equity ETF of SSgA Active Trust shares in Q3 2020, an estimated $22K.
Red Door Wealth Management first reported a position in SPDR MFS Systematic Core Equity ETF of SSgA Active Trust in Q1 2020 and held it in 2 quarters.
Red Door Wealth Management's SPDR MFS Systematic Core Equity ETF of SSgA Active Trust position peaked at $22K in Q2 2020.
14 funds tracked by Wall St. Rank held SPDR MFS Systematic Core Equity ETF of SSgA Active Trust as of Q3 2020.

Based on Red Door Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.