LifePlan Financial Group’s State Street SPDR S&P China ETF GXC Stock Holding History

LifePlan Financial Group’s Portfolio GXC Stock Details GXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$34K	Hold	288	–	–	0.01%	279
2020 Q2	$30K	Hold	288	–	–	0.01%	290
2020 Q1	$26K	Hold	288	–	–	0.01%	284
2019 Q4	$30K	Hold	288	–	–	0.01%	300
2019 Q3	$26K	Hold	288	–	–	0.01%	311
2019 Q2	$28K	Hold	288	–	–	0.01%	299
2019 Q1	$29K	Hold	288	–	–	0.02%	303
2018 Q4	$24K	Hold	288	–	–	0.02%	310
2018 Q3	$28K	Hold	288	–	–	0.02%	302
2018 Q2	$30K	Hold	288	–	–	0.02%	284
2018 Q1	$32K	Buy	+288	New	+$33K	0.02%	271
2014 Q2	–	Sell	-288	Closed	-$21K	–	122
2014 Q1	$21K	Hold	288	–	–	0.02%	150
2013 Q4	$22K	Hold	288	–	–	0.02%	130
2013 Q3	$21K	Hold	288	–	–	0.02%	128
2013 Q2	$18K	Buy	+288	New	+$19.9K	0.02%	98

Other funds holding GXC

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LifePlan Financial Group's GXC Position: Q3 2020 in Review

LifePlan Financial Group held its State Street SPDR S&P China ETF (GXC) position steady in Q3 2020 at 288 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #279.

LifePlan Financial Group first reported a position in GXC in Q2 2013 and has held it in 15 quarters since. 109 funds tracked by Wall St. Rank hold GXC as of Q3 2020.

LifePlan Financial Group held 288 shares of State Street SPDR S&P China ETF worth $34K as of Q3 2020.
LifePlan Financial Group left its State Street SPDR S&P China ETF share count unchanged in Q3 2020.
State Street SPDR S&P China ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #279 holding.
LifePlan Financial Group first reported a position in State Street SPDR S&P China ETF in Q2 2013 and has held it in 15 quarters since.
109 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.