LifePlan Financial Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$404K	Sell	12,384 -212	-2%	-$6.96K	0.17%	88
2020 Q2	$394K	Buy	12,596 +1,929	+18%	+$56.4K	0.18%	87
2020 Q1	$270K	Buy	10,667 +1,452	+16%	+$47.5K	0.15%	101
2019 Q4	$334K	Buy	9,215 +59	+0.6%	+$2.06K	0.15%	104
2019 Q3	$310K	Sell	9,156 -1,041	-10%	-$35.1K	0.15%	105
2019 Q2	$347K	Buy	10,197 +600	+6%	+$20.2K	0.17%	94
2019 Q1	$320K	Buy	9,597 +2,217	+30%	+$72.5K	0.17%	98
2018 Q4	$217K	Buy	7,380 +80	+1%	+$2.6K	0.14%	115
2018 Q3	$264K	Buy	7,300 +2,210	+43%	+$79.9K	0.14%	107
2018 Q2	$178K	Buy	5,090 +4,518	+790%	+$155K	0.1%	129
2018 Q1	$19K	Buy	+572	New	+$19.3K	0.01%	323

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

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

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

MWPCG

Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

LifePlan Financial Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.7% in Q3 2020, selling an estimated $6.96K and leaving 12,384 shares worth $404K. The position accounts for 0.17% of the portfolio, ranked #88.

LifePlan Financial Group first reported a position in SPMD in Q1 2018 and has held it in 11 quarters since. 232 funds tracked by Wall St. Rank hold SPMD as of Q3 2020.

LifePlan Financial Group held 12,384 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $404K as of Q3 2020.
LifePlan Financial Group sold 212 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2020, an estimated $6.96K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.17% of LifePlan Financial Group's portfolio in Q3 2020, its #88 holding.
LifePlan Financial Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and has held it in 11 quarters since.
232 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2020.

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