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 $514M AUM 17.77% 1-Year Est. Return

MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $5.44B AUM 13.64% 1-Year Est. Return