LifePlan Financial Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$284K	Sell	6,077 -663	-10%	-$31.5K	0.12%	110
2020 Q2	$316K	Sell	6,740 -312	-4%	-$14.7K	0.14%	101
2020 Q1	$333K	Buy	7,052 +428	+6%	+$18.3K	0.18%	92
2019 Q4	$257K	Sell	6,624 -204	-3%	-$8.15K	0.11%	116
2019 Q3	$280K	Sell	6,828 -379	-5%	-$15.1K	0.13%	110
2019 Q2	$275K	Buy	7,207 +2,435	+51%	+$89K	0.13%	112
2019 Q1	$174K	Buy	4,772 +1,881	+65%	+$65.9K	0.09%	138
2018 Q4	$101K	Hold	2,891	–	–	0.06%	175
2018 Q3	$98K	Sell	2,891 -27,688	-91%	-$957K	0.05%	185
2018 Q2	$1.07M	Buy	30,579 +128	+0.4%	+$4.41K	0.6%	41
2018 Q1	$1.07M	Buy	+30,451	New	+$1.06M	0.62%	36

Other funds holding SPTL

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

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

LifePlan Financial Group reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 9.8% in Q3 2020, selling an estimated $31.5K and leaving 6,077 shares worth $284K. The position accounts for 0.12% of the portfolio, ranked #110.

LifePlan Financial Group first reported a position in SPTL in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.07M in Q2 2018. 202 funds tracked by Wall St. Rank hold SPTL as of Q3 2020.

LifePlan Financial Group held 6,077 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $284K as of Q3 2020.
LifePlan Financial Group sold 663 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2020, an estimated $31.5K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.12% of LifePlan Financial Group's portfolio in Q3 2020, its #110 holding.
LifePlan Financial Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.07M in Q2 2018.
202 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2020.

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