Wealth Enhancement & Preservation of GA’s SPDR MFS Systematic Core Equity ETF of SSgA Active Trust SYE Stock Holding History

Wealth Enhancement & Preservation of GA’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 Q1	–	Sell	-159,504	Closed	-$14.3M	–	63
2019 Q4	$14.3M	Buy	+159,504	New	+$13.7M	7.31%	3

Other funds holding SYE

LFG

LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

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

AIC

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's SYE Position: Q1 2020 in Review

Wealth Enhancement & Preservation of GA sold out of SPDR MFS Systematic Core Equity ETF of SSgA Active Trust (SYE) in Q1 2020, closing a stake of 159,504 shares — an estimated $14.3M sold.

Wealth Enhancement & Preservation of GA first reported a position in SYE in Q4 2019 and held it in 1 quarter. The position peaked at $14.3M in Q4 2019. 15 funds tracked by Wall St. Rank hold SYE as of Q1 2020.

Wealth Enhancement & Preservation of GA reported no remaining SPDR MFS Systematic Core Equity ETF of SSgA Active Trust position as of Q1 2020 after selling out during the quarter.
Wealth Enhancement & Preservation of GA sold 159,504 SPDR MFS Systematic Core Equity ETF of SSgA Active Trust shares in Q1 2020, an estimated $14.3M.
Wealth Enhancement & Preservation of GA first reported a position in SPDR MFS Systematic Core Equity ETF of SSgA Active Trust in Q4 2019 and held it in 1 quarter.
Wealth Enhancement & Preservation of GA's SPDR MFS Systematic Core Equity ETF of SSgA Active Trust position peaked at $14.3M in Q4 2019.
15 funds tracked by Wall St. Rank held SPDR MFS Systematic Core Equity ETF of SSgA Active Trust as of Q1 2020.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2020, filed 27 Apr 2020.