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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 $16.2M invested in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0% more funds holding

Funds holding: 1717 (0)

5% less capital invested

Capital invested by funds: $17M → $16.2M (-$800K)

Holders
17
Holders Change
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$11.6M
LWS
2
Lucia Wealth Services
California
$1.49M +$1.29M +14,620 +313%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$707K +$804K +9,144 New
Morgan Stanley
4
Morgan Stanley
New York
$613K
UBS Group
5
UBS Group
Switzerland
$398K +$267K +3,032 +144%
Jane Street
6
Jane Street
New York
$393K +$446K +5,074 New
Citadel Advisors
7
Citadel Advisors
Florida
$337K +$383K +4,352 New
LWAC
8
Laurel Wealth Advisors (California)
California
$308K -$610K -6,936 -64%
Osaic Holdings
9
Osaic Holdings
Arizona
$107K +$121K +1,375 New
CFGS
10
Concourse Financial Group Securities
Alabama
$84K +$4.84K +55 +5%
LFG
11
LifePlan Financial Group
Ohio
$58K
AIC
12
Ameritas Investment Company
Nebraska
$34K +$38.3K +435 New
LPWM
13
Lake Point Wealth Management
Texas
$10K
GRP
14
Global Retirement Partners
California
$3K -$1.85K -21 -36%
IA
15
IFP Advisors
Florida
$3K
S
16
SignatureFD
Georgia
$3K
IRC
17
Investors Research Corp
Georgia
$2K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
-$494K -5,517 Closed
LPL Financial
19
LPL Financial
California
-$242K -2,705 Closed
PAG
20
Private Advisor Group
New Jersey
-$225K -2,518 Closed
BWA
21
BDO Wealth Advisors
Florida
-$10K -110 Closed

SYG Hedge Fund Activity: Q1 2020 in Review

17 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) for Q1 2020, worth a combined $16.2M — down 4.7% from $17M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SYG positions and 4 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.

The largest buyer was Lucia Wealth Services, adding an estimated $1.29M. The largest seller was Laurel Wealth Advisors (California), cutting an estimated $610K.

  • 17 institutional investors held SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $16.2M of SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust stock for Q1 2020, down 4.7% quarter-over-quarter.
  • 5 funds opened new SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust positions in Q1 2020 and 4 closed out, a net change of +1 holder.
  • The largest SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust buyer in Q1 2020 was Lucia Wealth Services, an estimated $1.29M added.
  • The largest SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust seller in Q1 2020 was Laurel Wealth Advisors (California), an estimated $610K sold.

Based on aggregated 13F filings for Q1 2020.