LifePlan Financial Group’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$18K	Hold	167	–	–	0.01%	354
2020 Q2	$17K	Buy	167 +9	+6%	+$893	0.01%	358
2020 Q1	$14K	Sell	158 -35	-18%	-$3.82K	0.01%	360
2019 Q4	$22K	Hold	193	–	–	0.01%	339
2019 Q3	$22K	Hold	193	–	–	0.01%	337
2019 Q2	$21K	Buy	193 +25	+15%	+$2.6K	0.01%	337
2019 Q1	$17K	Hold	168	–	–	0.01%	356
2018 Q4	$15K	Hold	168	–	–	0.01%	353
2018 Q3	$16K	Hold	168	–	–	0.01%	353
2018 Q2	$15K	Hold	168	–	–	0.01%	354
2018 Q1	$15K	Buy	+168	New	+$15.3K	0.01%	340

Other funds holding LGLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

LifePlan Financial Group held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q3 2020 at 167 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #354.

LifePlan Financial Group first reported a position in LGLV in Q1 2018 and has held it in 11 quarters since. The position peaked at $22K in Q4 2019. 110 funds tracked by Wall St. Rank hold LGLV as of Q3 2020.

LifePlan Financial Group held 167 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $18K as of Q3 2020.
LifePlan Financial Group left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q3 2020.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #354 holding.
LifePlan Financial Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $22K in Q4 2019.
110 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2020.

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