LifePlan Financial Group’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$27K	Hold	440	–	–	0.01%	308
2020 Q2	$26K	Hold	440	–	–	0.01%	308
2020 Q1	$21K	Hold	440	–	–	0.01%	304
2019 Q4	$34K	Hold	440	–	–	0.02%	289
2019 Q3	$31K	Hold	440	–	–	0.01%	294
2019 Q2	$31K	Hold	440	–	–	0.01%	291
2019 Q1	$31K	Hold	440	–	–	0.02%	294
2018 Q4	$27K	Hold	440	–	–	0.02%	297
2018 Q3	$32K	Hold	440	–	–	0.02%	284
2018 Q2	$31K	Hold	440	–	–	0.02%	281
2018 Q1	$30K	Buy	+440	New	+$30.8K	0.02%	274

Other funds holding ONEY

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

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

LifePlan Financial Group held its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) position steady in Q3 2020 at 440 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #308.

LifePlan Financial Group first reported a position in ONEY in Q1 2018 and has held it in 11 quarters since. The position peaked at $34K in Q4 2019. 18 funds tracked by Wall St. Rank hold ONEY as of Q3 2020.

LifePlan Financial Group held 440 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $27K as of Q3 2020.
LifePlan Financial Group left its State Street SPDR Russell 1000 Yield Focus ETF share count unchanged in Q3 2020.
State Street SPDR Russell 1000 Yield Focus ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #308 holding.
LifePlan Financial Group first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $34K in Q4 2019.
18 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q3 2020.

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