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LifePlan Financial Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

LifePlan Financial Group’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$48K Hold
1,771
– – 0.02% 250
2020
Q2 		$47K Sell
1,771
-390
-18% -$9.58K 0.02% 246
2020
Q1 		$47K Buy
2,161
+47
+2% +$1.36K 0.03% 229
2019
Q4 		$69K Sell
2,114
-34
-2% -$1.06K 0.03% 215
2019
Q3 		$64K Buy
2,148
+1,875
+687% +$56.6K 0.03% 215
2019
Q2 		$8K Buy
+273
New +$8.3K ﹤0.01% 422

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

LifePlan Financial Group held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2020 at 1,771 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #250.

LifePlan Financial Group first reported a position in SPSM in Q2 2019 and has held it in 6 quarters since. The position peaked at $69K in Q4 2019. 249 funds tracked by Wall St. Rank hold SPSM as of Q3 2020.

  • LifePlan Financial Group held 1,771 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $48K as of Q3 2020.
  • LifePlan Financial Group left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q3 2020.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #250 holding.
  • LifePlan Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2019 and has held it in 6 quarters since.
  • LifePlan Financial Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $69K in Q4 2019.
  • 249 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2020.

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