LifePlan Financial Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$9K	Hold	232	–	–	﹤0.01%	422
2020 Q2	$8K	Hold	232	–	–	﹤0.01%	433
2020 Q1	$8K	Buy	232 +42	+22%	+$1.47K	﹤0.01%	414
2019 Q4	$7K	Sell	190 -161	-46%	-$5.67K	﹤0.01%	445
2019 Q3	$12K	Buy	351 +161	+85%	+$5.65K	0.01%	400
2019 Q2	$7K	Sell	190 -780	-80%	-$26.8K	﹤0.01%	431
2019 Q1	$33K	Buy	970 +78	+9%	+$2.62K	0.02%	288
2018 Q4	$29K	Hold	892	–	–	0.02%	291
2018 Q3	$30K	Hold	892	–	–	0.02%	297
2018 Q2	$30K	Hold	892	–	–	0.02%	286
2018 Q1	$30K	Buy	+892	New	+$30.1K	0.02%	276

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

LifePlan Financial Group held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q3 2020 at 232 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

LifePlan Financial Group first reported a position in SPIB in Q1 2018 and has held it in 11 quarters since. The position peaked at $33K in Q1 2019. 327 funds tracked by Wall St. Rank hold SPIB as of Q3 2020.

LifePlan Financial Group held 232 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $9K as of Q3 2020.
LifePlan Financial Group left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q3 2020.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #422 holding.
LifePlan Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $33K in Q1 2019.
327 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2020.

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