LifePlan Financial Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$5K	Hold	147	–	–	﹤0.01%	486
2020 Q2	$4K	Hold	147	–	–	﹤0.01%	503
2020 Q1	$4K	Sell	147 -43	-23%	-$1.24K	﹤0.01%	478
2019 Q4	$5K	Hold	190	–	–	﹤0.01%	471
2019 Q3	$5K	Hold	190	–	–	﹤0.01%	464
2019 Q2	$5K	Buy	190 +100	+111%	+$2.79K	﹤0.01%	462
2019 Q1	$3K	Hold	90	–	–	﹤0.01%	500
2018 Q4	$2K	Hold	90	–	–	﹤0.01%	508
2018 Q3	$2K	Sell	90 -328	-78%	-$9.02K	﹤0.01%	507
2018 Q2	$12K	Hold	418	–	–	0.01%	369
2018 Q1	$12K	Buy	+418	New	+$11.6K	0.01%	355

Other funds holding SPIP

CSIA

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

TAIM

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

LifePlan Financial Group held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q3 2020 at 147 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

LifePlan Financial Group first reported a position in SPIP in Q1 2018 and has held it in 11 quarters since. The position peaked at $12K in Q2 2018. 185 funds tracked by Wall St. Rank hold SPIP as of Q3 2020.

LifePlan Financial Group held 147 shares of State Street SPDR Portfolio TIPS ETF worth $5K as of Q3 2020.
LifePlan Financial Group left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q3 2020.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #486 holding.
LifePlan Financial Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's State Street SPDR Portfolio TIPS ETF position peaked at $12K in Q2 2018.
185 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2020.

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