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LifePlan Financial Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

LifePlan Financial Group’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$91K Hold
3,104
– – 0.04% 195
2020
Q2 		$86K Hold
3,104
– – 0.04% 195
2020
Q1 		$74K Sell
3,104
-122
-4% -$3.49K 0.04% 192
2019
Q4 		$101K Sell
3,226
-126
-4% -$3.84K 0.04% 184
2019
Q3 		$98K Hold
3,352
– – 0.05% 185
2019
Q2 		$99K Hold
3,352
– – 0.05% 180
2019
Q1 		$98K Buy
3,352
+485
+17% +$13.8K 0.05% 183
2018
Q4 		$76K Buy
2,867
+11
+0.4% +$310 0.05% 198
2018
Q3 		$88K Buy
2,856
+115
+4% +$3.51K 0.05% 195
2018
Q2 		$83K Buy
2,741
+1,993
+266% +$63K 0.05% 191
2018
Q1 		$24K Buy
+748
New +$24K 0.01% 297

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

LifePlan Financial Group held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2020 at 3,104 shares worth $91K. The position accounts for 0.04% of the portfolio, ranked #195.

LifePlan Financial Group first reported a position in SPDW in Q1 2018 and has held it in 11 quarters since. The position peaked at $101K in Q4 2019. 416 funds tracked by Wall St. Rank hold SPDW as of Q3 2020.

  • LifePlan Financial Group held 3,104 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $91K as of Q3 2020.
  • LifePlan Financial Group left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q3 2020.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.04% of LifePlan Financial Group's portfolio in Q3 2020, its #195 holding.
  • LifePlan Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and has held it in 11 quarters since.
  • LifePlan Financial Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $101K in Q4 2019.
  • 416 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2020.

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