LifePlan Financial Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$770K	Sell	13,038 -276	-2%	-$16.5K	0.33%	59
2020 Q2	$756K	Buy	13,314 +197	+2%	+$10.3K	0.34%	57
2020 Q1	$606K	Buy	13,117 +481	+4%	+$28.4K	0.33%	61
2019 Q4	$815K	Buy	12,636 +713	+6%	+$44K	0.36%	53
2019 Q3	$710K	Sell	11,923 -39	-0.3%	-$2.35K	0.33%	56
2019 Q2	$729K	Buy	11,962 +1,331	+13%	+$80K	0.35%	51
2019 Q1	$635K	Buy	10,631 +2,394	+29%	+$141K	0.34%	56
2018 Q4	$444K	Buy	8,237 +1,586	+24%	+$94.5K	0.28%	63
2018 Q3	$449K	Buy	6,651 +1,832	+38%	+$123K	0.24%	71
2018 Q2	$305K	Buy	4,819 +3,283	+214%	+$202K	0.17%	94
2018 Q1	$89K	Buy	+1,536	New	+$89.4K	0.05%	176

Other funds holding SLYG

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CDIA

Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

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

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

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

LifePlan Financial Group reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 2.1% in Q3 2020, selling an estimated $16.5K and leaving 13,038 shares worth $770K. The position accounts for 0.33% of the portfolio, ranked #59.

LifePlan Financial Group first reported a position in SLYG in Q1 2018 and has held it in 11 quarters since. The position peaked at $815K in Q4 2019. 255 funds tracked by Wall St. Rank hold SLYG as of Q3 2020.

LifePlan Financial Group held 13,038 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $770K as of Q3 2020.
LifePlan Financial Group sold 276 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2020, an estimated $16.5K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.33% of LifePlan Financial Group's portfolio in Q3 2020, its #59 holding.
LifePlan Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $815K in Q4 2019.
255 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2020.

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