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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$24K	Hold	765	–	–	0.01%	321
2020 Q2	$24K	Hold	765	–	–	0.01%	314
2020 Q1	$23K	Hold	765	–	–	0.01%	293
2019 Q4	$24K	Hold	765	–	–	0.01%	327
2019 Q3	$24K	Hold	765	–	–	0.01%	328
2019 Q2	$24K	Sell	765 -4,997	-87%	-$153K	0.01%	323
2019 Q1	$176K	Hold	5,762	–	–	0.09%	136
2018 Q4	$174K	Buy	5,762 +5,350	+1,299%	+$161K	0.11%	132
2018 Q3	$12K	Buy	412 +320	+348%	+$9.66K	0.01%	375
2018 Q2	$3K	Hold	92	–	–	﹤0.01%	472
2018 Q1	$3K	Buy	+92	New	+$2.79K	﹤0.01%	456

Other funds holding SPSB

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

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

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

LifePlan Financial Group held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q3 2020 at 765 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #321.

LifePlan Financial Group first reported a position in SPSB in Q1 2018 and has held it in 11 quarters since. The position peaked at $176K in Q1 2019. 381 funds tracked by Wall St. Rank hold SPSB as of Q3 2020.

LifePlan Financial Group held 765 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $24K as of Q3 2020.
LifePlan Financial Group left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q3 2020.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #321 holding.
LifePlan Financial Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $176K in Q1 2019.
381 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2020.

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