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LifePlan Financial Group’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

LifePlan Financial Group’s Portfolio SPBO Stock Details SPBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-434
Closed -$15K – 598
2020
Q2 		$15K Buy
+434
New +$14.8K 0.01% 374

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PAG
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LFAS
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GLA
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Jane Street
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SL
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MSAM
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LifePlan Financial Group's SPBO Position: Q3 2020 in Review

LifePlan Financial Group sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q3 2020, closing a stake of 434 shares — an estimated $15K sold.

LifePlan Financial Group first reported a position in SPBO in Q2 2020 and held it in 1 quarter. The position peaked at $15K in Q2 2020. 39 funds tracked by Wall St. Rank hold SPBO as of Q3 2020.

  • LifePlan Financial Group reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • LifePlan Financial Group sold 434 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2020, an estimated $15K.
  • LifePlan Financial Group first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
  • LifePlan Financial Group's State Street SPDR Portfolio Corporate Bond ETF position peaked at $15K in Q2 2020.
  • 39 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2020.

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