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SYE

WealthOne’s SPDR MFS Systematic Core Equity ETF of SSgA Active Trust SYE Stock Holding History

WealthOne’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
2019
Q1 		– Sell
-59
Closed -$4K – 612
2018
Q4 		$4K Buy
+59
New +$4.5K ﹤0.01% 513

Other funds holding SYE

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPWM
Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

WealthOne's SYE Position: Q1 2019 in Review

WealthOne sold out of SPDR MFS Systematic Core Equity ETF of SSgA Active Trust (SYE) in Q1 2019, closing a stake of 59 shares — an estimated $4K sold.

WealthOne first reported a position in SYE in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 14 funds tracked by Wall St. Rank hold SYE as of Q1 2019.

  • WealthOne reported no remaining SPDR MFS Systematic Core Equity ETF of SSgA Active Trust position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 59 SPDR MFS Systematic Core Equity ETF of SSgA Active Trust shares in Q1 2019, an estimated $4K.
  • WealthOne first reported a position in SPDR MFS Systematic Core Equity ETF of SSgA Active Trust in Q4 2018 and held it in 1 quarter.
  • WealthOne's SPDR MFS Systematic Core Equity ETF of SSgA Active Trust position peaked at $4K in Q4 2018.
  • 14 funds tracked by Wall St. Rank held SPDR MFS Systematic Core Equity ETF of SSgA Active Trust as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.