LifePlan Financial Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$393K	Hold	12,750	–	–	0.17%	90
2020 Q2	$393K	Sell	12,750 -3,178	-20%	-$97.1K	0.18%	88
2020 Q1	$481K	Sell	15,928 -1,061	-6%	-$31.5K	0.26%	67
2019 Q4	$499K	Sell	16,989 -2,275	-12%	-$67.1K	0.22%	78
2019 Q3	$571K	Buy	19,264 +325	+2%	+$9.56K	0.27%	66
2019 Q2	$552K	Buy	18,939 +11,056	+140%	+$316K	0.27%	65
2019 Q1	$225K	Buy	7,883 +509	+7%	+$14.3K	0.12%	118
2018 Q4	$205K	Hold	7,374	–	–	0.13%	120
2018 Q3	$204K	Hold	7,374	–	–	0.11%	122
2018 Q2	$206K	Hold	7,374	–	–	0.12%	117
2018 Q1	$208K	Buy	+7,374	New	+$208K	0.12%	111

Other funds holding SPAB

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

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

LifePlan Financial Group held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q3 2020 at 12,750 shares worth $393K. The position accounts for 0.17% of the portfolio, ranked #90.

LifePlan Financial Group first reported a position in SPAB in Q1 2018 and has held it in 11 quarters since. The position peaked at $571K in Q3 2019. 303 funds tracked by Wall St. Rank hold SPAB as of Q3 2020.

LifePlan Financial Group held 12,750 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $393K as of Q3 2020.
LifePlan Financial Group left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q3 2020.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.17% of LifePlan Financial Group's portfolio in Q3 2020, its #90 holding.
LifePlan Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $571K in Q3 2019.
303 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2020.

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