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SYG

SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust

Delisted

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

17 hedge funds and large institutions have $17M invested in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% less funds holding

Funds holding: 2017 (-3)

33% less capital invested

Capital invested by funds: $25.4M → $17M (-$8.42M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 6

Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$13.4M
LWAC
2
Laurel Wealth Advisors (California)
California
$976K -$48.3K -565 -5%
Morgan Stanley
3
Morgan Stanley
New York
$708K
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$494K -$323K -3,777 -41%
LWS
5
Lucia Wealth Services
California
$418K +$399K +4,668 New
LPL Financial
6
LPL Financial
California
$242K +$231K +2,705 New
PAG
7
Private Advisor Group
New Jersey
$225K -$2.73K -32 -1%
UBS Group
8
UBS Group
Switzerland
$189K -$8.37K -98 -4%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$92K -$17.6K -206 -17%
CFGS
10
Concourse Financial Group Securities
Alabama
$92K -$1.45K -17 -2%
LFG
11
LifePlan Financial Group
Ohio
$67K
LPWM
12
Lake Point Wealth Management
Texas
$11K +$10.9K +128 New
BWA
13
BDO Wealth Advisors
Florida
$10K
GRP
14
Global Retirement Partners
California
$5K
IA
15
IFP Advisors
Florida
$3K
IRC
16
Investors Research Corp
Georgia
$3K
S
17
SignatureFD
Georgia
$3K
AWM
18
AE Wealth Management
Kansas
-$4.71M -57,854 Closed
SS
19
Simplicity Solutions
Minnesota
-$4.71M -57,842 Closed
Citadel Advisors
20
Citadel Advisors
Florida
-$421K -5,176 Closed
Jane Street
21
Jane Street
New York
-$320K -3,932 Closed
AIC
22
Ameritas Investment Company
Nebraska
-$17K -205 Closed
Wells Fargo
23
Wells Fargo
California
-$85 -1 Closed

SYG Hedge Fund Activity: Q4 2019 in Review

17 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) for Q4 2019, worth a combined $17M — down 33% from $25.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SYG and 3 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 0 added.

The largest buyer was Lucia Wealth Services, opening a new position worth an estimated $399K. The largest seller was AE Wealth Management, exiting entirely with an estimated $4.71M sold.

  • 17 institutional investors held SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) as of Q4 2019, down from 20 in Q3 2019.
  • Funds reported $17M of SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust stock for Q4 2019, down 33% quarter-over-quarter.
  • 3 funds opened new SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust positions in Q4 2019 and 6 closed out, a net change of -3 holders.
  • The largest SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust buyer in Q4 2019 was Lucia Wealth Services, an estimated $399K added.
  • The largest SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust seller in Q4 2019 was AE Wealth Management, an estimated $4.71M sold.

Based on aggregated 13F filings for Q4 2019.