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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.

18 hedge funds and large institutions have $21.8M invested in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

35% more capital invested

Capital invested by funds: $16.2M → $21.8M (+$5.68M)

6% more funds holding

Funds holding: 1718 (+1)

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
1
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$14.6M
LWS
2
Lucia Wealth Services
California
$3.46M +$1.46M +16,263 +84%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$780K -$101K -1,119 -12%
Morgan Stanley
4
Morgan Stanley
New York
$770K
RJFSA
5
Raymond James Financial Services Advisors
Florida
$594K +$550K +6,109 New
UBS Group
6
UBS Group
Switzerland
$393K -$98.6K -1,096 -21%
LWAC
7
Laurel Wealth Advisors (California)
California
$382K -$4.23K -47 -1%
LPL Financial
8
LPL Financial
California
$359K +$332K +3,696 New
PAG
9
Private Advisor Group
New Jersey
$203K +$188K +2,091 New
CFGS
10
Concourse Financial Group Securities
Alabama
$106K
LFG
11
LifePlan Financial Group
Ohio
$73K
Osaic Holdings
12
Osaic Holdings
Arizona
$57K -$70.9K -788 -57%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$53K +$48.7K +541 New
AWM
14
Apollon Wealth Management
South Carolina
$19K +$17.5K +194 New
IA
15
IFP Advisors
Florida
$4K
IRC
16
Investors Research Corp
Georgia
$3K
S
17
SignatureFD
Georgia
$3K
Jane Street
18
Jane Street
New York
-$393K -5,074 Closed
Citadel Advisors
19
Citadel Advisors
Florida
-$337K -4,352 Closed
AIC
20
Ameritas Investment Company
Nebraska
-$34K -435 Closed
GRP
21
Global Retirement Partners
California
-$3K -38 Closed
Wells Fargo
22
Wells Fargo
California
+$90 +1 New

SYG Hedge Fund Activity: Q2 2020 in Review

18 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) for Q2 2020, worth a combined $21.8M — up 35% from $16.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SYG positions and 4 closed out — a net gain of 2 holders — while 1 added to existing stakes and 4 trimmed.

The largest buyer was Lucia Wealth Services, adding an estimated $1.46M. The largest seller was Jane Street, exiting entirely with an estimated $393K sold.

  • 18 institutional investors held SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) as of Q2 2020, up from 17 in Q1 2020.
  • Funds reported $21.8M of SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust stock for Q2 2020, up 35% quarter-over-quarter.
  • 6 funds opened new SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust positions in Q2 2020 and 4 closed out, a net change of +2 holders.
  • The largest SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust buyer in Q2 2020 was Lucia Wealth Services, an estimated $1.46M added.
  • The largest SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust seller in Q2 2020 was Jane Street, an estimated $393K sold.

Based on aggregated 13F filings for Q2 2020.