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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$569K	Buy	17,895 +2,231	+14%	+$72.5K	0.25%	72
2020 Q2	$497K	Buy	15,664 +583	+4%	+$17.7K	0.23%	77
2020 Q1	$429K	Sell	15,081 -4,201	-22%	-$127K	0.23%	73
2019 Q4	$581K	Buy	19,282 +398	+2%	+$11.9K	0.26%	70
2019 Q3	$568K	Buy	18,884 +778	+4%	+$23K	0.27%	67
2019 Q2	$521K	Buy	18,106 +2,178	+14%	+$59.7K	0.25%	67
2019 Q1	$432K	Buy	15,928 +6,621	+71%	+$173K	0.23%	74
2018 Q4	$236K	Hold	9,307	–	–	0.15%	107
2018 Q3	$244K	Buy	9,307 +411	+5%	+$10.8K	0.13%	110
2018 Q2	$232K	Buy	8,896 +551	+7%	+$14.6K	0.13%	111
2018 Q1	$228K	Buy	+8,345	New	+$229K	0.13%	105

Other funds holding SPLB

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

LifePlan Financial Group increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 14% in Q3 2020, buying an estimated $72.5K and bringing the position to 17,895 shares worth $569K. The position accounts for 0.25% of the portfolio, ranked #72.

LifePlan Financial Group first reported a position in SPLB in Q1 2018 and has held it in 11 quarters since. The position peaked at $581K in Q4 2019. 108 funds tracked by Wall St. Rank hold SPLB as of Q3 2020.

LifePlan Financial Group held 17,895 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $569K as of Q3 2020.
LifePlan Financial Group bought 2,231 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2020, an estimated $72.5K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.25% of LifePlan Financial Group's portfolio in Q3 2020, its #72 holding.
LifePlan Financial Group first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $581K in Q4 2019.
108 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2020.

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