LifePlan Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$69K	Hold	752	–	–	0.03%	224
2020 Q2	$69K	Hold	752	–	–	0.03%	217
2020 Q1	$60K	Hold	752	–	–	0.03%	210
2019 Q4	$81K	Hold	752	–	–	0.04%	207
2019 Q3	$77K	Hold	752	–	–	0.04%	206
2019 Q2	$76K	Hold	752	–	–	0.04%	206
2019 Q1	$75K	Hold	752	–	–	0.04%	207
2018 Q4	$67K	Hold	752	–	–	0.04%	206
2018 Q3	$74K	Hold	752	–	–	0.04%	208
2018 Q2	$70K	Hold	752	–	–	0.04%	212
2018 Q1	$69K	Buy	+752	New	+$70.3K	0.04%	196

Other funds holding SDY

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

LifePlan Financial Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2020 at 752 shares worth $69K. The position accounts for 0.03% of the portfolio, ranked #224.

LifePlan Financial Group first reported a position in SDY in Q1 2018 and has held it in 11 quarters since. The position peaked at $81K in Q4 2019. 777 funds tracked by Wall St. Rank hold SDY as of Q3 2020.

LifePlan Financial Group held 752 shares of State Street SPDR S&P Dividend ETF worth $69K as of Q3 2020.
LifePlan Financial Group left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2020.
State Street SPDR S&P Dividend ETF made up 0.03% of LifePlan Financial Group's portfolio in Q3 2020, its #224 holding.
LifePlan Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's State Street SPDR S&P Dividend ETF position peaked at $81K in Q4 2019.
777 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2020.

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