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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$814K	Buy	16,256 +59	+0.4%	+$3.03K	0.35%	56
2020 Q2	$796K	Sell	16,197 -33	-0.2%	-$1.51K	0.36%	55
2020 Q1	$663K	Sell	16,230 -1,364	-8%	-$77.2K	0.36%	55
2019 Q4	$1.16M	Buy	17,594 +787	+5%	+$49.8K	0.51%	47
2019 Q3	$1.03M	Buy	16,807 +1,725	+11%	+$103K	0.48%	47
2019 Q2	$915K	Buy	15,082 +6,123	+68%	+$371K	0.44%	49
2019 Q1	$540K	Buy	8,959 +2,252	+34%	+$136K	0.29%	62
2018 Q4	$361K	Buy	6,707 +1,068	+19%	+$64.8K	0.23%	73
2018 Q3	$385K	Buy	5,639 +1,319	+31%	+$91.1K	0.21%	81
2018 Q2	$289K	Buy	4,320 +960	+29%	+$62.8K	0.16%	98
2018 Q1	$207K	Buy	+3,360	New	+$211K	0.12%	112
2014 Q2	–	Sell	-1,464	Closed	-$79K	–	194
2014 Q1	$79K	Hold	1,464	–	–	0.06%	95
2013 Q4	$78K	Hold	1,464	–	–	0.05%	93
2013 Q3	$72K	Hold	1,464	–	–	0.06%	86
2013 Q2	$65K	Buy	+1,464	New	+$64.4K	0.07%	69

Other funds holding SLYV

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

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

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

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

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

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

LifePlan Financial Group increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.36% in Q3 2020, buying an estimated $3.03K and bringing the position to 16,256 shares worth $814K. The position accounts for 0.35% of the portfolio, ranked #56.

LifePlan Financial Group first reported a position in SLYV in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.16M in Q4 2019. 298 funds tracked by Wall St. Rank hold SLYV as of Q3 2020.

LifePlan Financial Group held 16,256 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $814K as of Q3 2020.
LifePlan Financial Group bought 59 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2020, an estimated $3.03K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.35% of LifePlan Financial Group's portfolio in Q3 2020, its #56 holding.
LifePlan Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.16M in Q4 2019.
298 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2020.

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