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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$5K	Hold	63	–	–	﹤0.01%	485
2020 Q2	$5K	Hold	63	–	–	﹤0.01%	483
2020 Q1	$4K	Hold	63	–	–	﹤0.01%	477
2019 Q4	$6K	Hold	63	–	–	﹤0.01%	455
2019 Q3	$6K	Hold	63	–	–	﹤0.01%	452
2019 Q2	$6K	Hold	63	–	–	﹤0.01%	448
2019 Q1	$6K	Hold	63	–	–	﹤0.01%	444
2018 Q4	$5K	Buy	+63	New	+$5.67K	﹤0.01%	450

Other funds holding SMLV

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

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

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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

LifePlan Financial Group held its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) position steady in Q3 2020 at 63 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

LifePlan Financial Group first reported a position in SMLV in Q4 2018 and has held it in 8 quarters since. The position peaked at $6K in Q4 2019. 64 funds tracked by Wall St. Rank hold SMLV as of Q3 2020.

LifePlan Financial Group held 63 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $5K as of Q3 2020.
LifePlan Financial Group left its State Street SPDR US Small Cap Low Volatility Index ETF share count unchanged in Q3 2020.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #485 holding.
LifePlan Financial Group first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2018 and has held it in 8 quarters since.
LifePlan Financial Group's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $6K in Q4 2019.
64 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2020.

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