UBS Group
SYV

UBS Group’s SPDR MFS Systematic Value Equity ETF of SSgA Active Trust SYV Stock Holding History

UBS Group’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
2020
Q4 		– Sell
-1,524
Closed -$93K – 9214
2020
Q3 		$93K Sell
1,524
-1,502
-50% -$92.6K ﹤0.01% 5237
2020
Q2 		$180K Sell
3,026
-616
-17% -$35.5K ﹤0.01% 4879
2020
Q1 		$187K Buy
3,642
+2,579
+243% +$167K ﹤0.01% 4775
2019
Q4 		$76K Sell
1,063
-866
-45% -$60.2K ﹤0.01% 6137
2019
Q3 		$130K Sell
1,929
-1,525
-44% -$101K ﹤0.01% 5600
2019
Q2 		$229K Buy
3,454
+906
+36% +$60K ﹤0.01% 4841
2019
Q1 		$168K Buy
2,548
+2,065
+428% +$133K ﹤0.01% 4727
2018
Q4 		$29K Buy
483
+395
+449% +$25.7K ﹤0.01% 6521
2018
Q3 		$6K Buy
+88
New +$6K ﹤0.01% 7461
2018
Q2 		– Sell
-71
Closed -$5K – 8646
2018
Q1 		$5K Buy
+71
New +$4.75K ﹤0.01% 7291
2017
Q3 		– Sell
-179
Closed -$11K – 8408
2017
Q2 		$11K Buy
179
+64
+56% +$3.77K ﹤0.01% 6756
2017
Q1 		$7K Buy
115
+22
+24% +$1.28K ﹤0.01% 6869
2016
Q4 		$5K Sell
93
-4,925
-98% -$277K ﹤0.01% 7298
2016
Q3 		$272K Buy
+5,018
New +$271K ﹤0.01% 4331
2016
Q2 		– Sell
-106
Closed -$5K – 8399
2016
Q1 		$5K Sell
106
-938
-90% -$45.8K ﹤0.01% 7057
2015
Q4 		$55K Sell
1,044
-42
-4% -$2.35K ﹤0.01% 5742
2015
Q3 		$58K Buy
+1,086
New +$61.9K ﹤0.01% 5708

Other funds holding SYV

WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's SYV Position: Q4 2020 in Review

UBS Group sold out of SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) in Q4 2020, closing a stake of 1,524 shares — an estimated $93K sold.

UBS Group first reported a position in SYV in Q3 2015 and held it in 17 quarters. The position peaked at $272K in Q3 2016. 11 funds tracked by Wall St. Rank hold SYV as of Q4 2020.

  • UBS Group reported no remaining SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position as of Q4 2020 after selling out during the quarter.
  • UBS Group sold 1,524 SPDR MFS Systematic Value Equity ETF of SSgA Active Trust shares in Q4 2020, an estimated $93K.
  • UBS Group first reported a position in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust in Q3 2015 and held it in 17 quarters.
  • UBS Group's SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position peaked at $272K in Q3 2016.
  • 11 funds tracked by Wall St. Rank held SPDR MFS Systematic Value Equity ETF of SSgA Active Trust as of Q4 2020.

Based on UBS Group's 13F filing for Q4 2020, filed 11 Feb 2021.