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SYE

SPDR MFS Systematic Core Equity ETF of SSgA Active Trust

Delisted

SYE was delisted on the 17th of March, 2021.

16 hedge funds and large institutions have $24.5M invested in SPDR MFS Systematic Core Equity ETF of SSgA Active Trust in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

283% more capital invested

Capital invested by funds: $6.4M → $24.5M (+$18.1M)

0% more funds holding

Funds holding: 1616 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
16
Holders Change
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
9
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WEPOG
1
Wealth Enhancement & Preservation of GA
Georgia
$14.3M +$13.7M +159,504 New
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.74M +$409K +4,753 +18%
LFG
3
LifePlan Financial Group
Ohio
$2.44M +$77.2K +897 +3%
AWM
4
AE Wealth Management
Kansas
$1.26M +$1.21M +14,059 New
SS
5
Simplicity Solutions
Minnesota
$1.22M +$1.17M +13,646 New
Citadel Advisors
6
Citadel Advisors
Florida
$634K +$184K +2,144 +43%
RJA
7
Raymond James & Associates
Florida
$480K
AIC
8
Ameritas Investment Company
Nebraska
$414K +$24.9K +290 +7%
LPL Financial
9
LPL Financial
California
$367K +$94.4K +1,098 +37%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$246K +$3.7K +43 +2%
FHA
11
Flagship Harbor Advisors
Massachusetts
$206K +$20.2K +235 +11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$152K +$132K +1,532 +958%
UBS Group
13
UBS Group
Switzerland
$67K +$64.5K +750 New
IRC
14
Investors Research Corp
Georgia
$5K
GWM
15
Geneos Wealth Management
Colorado
$5K +$1.89K +22 +55%
LGWM
16
Litman Gregory Wealth Management
California
$2K -$3.18K -37 -67%
LWAC
17
Laurel Wealth Advisors (California)
California
-$222K -2,699 Closed
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
-$5K -62 Closed
LTFS
19
Ladenburg Thalmann Financial Services
Florida
-$4K -50 Closed
Wells Fargo
20
Wells Fargo
California
-$86 -1 Closed

SYE Hedge Fund Activity: Q4 2019 in Review

16 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in SPDR MFS Systematic Core Equity ETF of SSgA Active Trust (SYE) for Q4 2019, worth a combined $24.5M — up 283% from $6.4M a quarter earlier.

Fund positioning in SYE was balanced in Q4 2019: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 1 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $1.21M. The largest seller was Laurel Wealth Advisors (California), exiting entirely with an estimated $222K sold.

  • 16 institutional investors held SPDR MFS Systematic Core Equity ETF of SSgA Active Trust (SYE) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $24.5M of SPDR MFS Systematic Core Equity ETF of SSgA Active Trust stock for Q4 2019, up 283% quarter-over-quarter.
  • 4 funds opened new SPDR MFS Systematic Core Equity ETF of SSgA Active Trust positions in Q4 2019 and 4 closed out, a net change of 0 holders.
  • The largest SPDR MFS Systematic Core Equity ETF of SSgA Active Trust buyer in Q4 2019 was AE Wealth Management, an estimated $1.21M added.
  • The largest SPDR MFS Systematic Core Equity ETF of SSgA Active Trust seller in Q4 2019 was Laurel Wealth Advisors (California), an estimated $222K sold.

Based on aggregated 13F filings for Q4 2019.