LifePlan Financial Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$19K	Hold	771	–	–	0.01%	348
2020 Q2	$19K	Hold	771	–	–	0.01%	343
2020 Q1	$17K	Hold	771	–	–	0.01%	339
2019 Q4	$20K	Hold	771	–	–	0.01%	349
2019 Q3	$20K	Hold	771	–	–	0.01%	346
2019 Q2	$20K	Sell	771 -3,562	-82%	-$92.5K	0.01%	343
2019 Q1	$113K	Sell	4,333 -319	-7%	-$8.11K	0.06%	172
2018 Q4	$115K	Buy	4,652 +631	+16%	+$15.8K	0.07%	160
2018 Q3	$103K	Buy	4,021 +2,921	+266%	+$74.6K	0.06%	181
2018 Q2	$28K	Sell	1,100 -79	-7%	-$2.02K	0.02%	297
2018 Q1	$30K	Buy	+1,179	New	+$30.7K	0.02%	275

Other funds holding SPHY

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

MPW

MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

LifePlan Financial Group held its State Street SPDR Portfolio High Yield Bond ETF (SPHY) position steady in Q3 2020 at 771 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #348.

LifePlan Financial Group first reported a position in SPHY in Q1 2018 and has held it in 11 quarters since. The position peaked at $115K in Q4 2018. 44 funds tracked by Wall St. Rank hold SPHY as of Q3 2020.

LifePlan Financial Group held 771 shares of State Street SPDR Portfolio High Yield Bond ETF worth $19K as of Q3 2020.
LifePlan Financial Group left its State Street SPDR Portfolio High Yield Bond ETF share count unchanged in Q3 2020.
State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #348 holding.
LifePlan Financial Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $115K in Q4 2018.
44 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2020.

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