LifePlan Financial Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$312K	Sell	9,376 -705	-7%	-$23.4K	0.13%	100
2020 Q2	$335K	Sell	10,081 -650	-6%	-$21.5K	0.15%	97
2020 Q1	$356K	Sell	10,731 -1,666	-13%	-$53K	0.19%	87
2019 Q4	$383K	Sell	12,397 -81	-0.6%	-$2.52K	0.17%	95
2019 Q3	$390K	Buy	12,478 +594	+5%	+$18.5K	0.18%	90
2019 Q2	$367K	Buy	11,884 +7,612	+178%	+$231K	0.18%	88
2019 Q1	$129K	Sell	4,272 -536	-11%	-$16K	0.07%	163
2018 Q4	$143K	Buy	4,808 +1,966	+69%	+$57.3K	0.09%	145
2018 Q3	$83K	Buy	2,842 +280	+11%	+$8.19K	0.04%	200
2018 Q2	$75K	Buy	2,562 +514	+25%	+$15K	0.04%	202
2018 Q1	$60K	Buy	+2,048	New	+$60.2K	0.04%	208

Other funds holding SPTI

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

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

LifePlan Financial Group reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 7% in Q3 2020, selling an estimated $23.4K and leaving 9,376 shares worth $312K. The position accounts for 0.13% of the portfolio, ranked #100.

LifePlan Financial Group first reported a position in SPTI in Q1 2018 and has held it in 11 quarters since. The position peaked at $390K in Q3 2019. 144 funds tracked by Wall St. Rank hold SPTI as of Q3 2020.

LifePlan Financial Group held 9,376 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $312K as of Q3 2020.
LifePlan Financial Group sold 705 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2020, an estimated $23.4K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.13% of LifePlan Financial Group's portfolio in Q3 2020, its #100 holding.
LifePlan Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $390K in Q3 2019.
144 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2020.

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