LifePlan Financial Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1.38M	Sell	33,704 -1,018	-3%	-$41.2K	0.59%	44
2020 Q2	$1.31M	Sell	34,722 -3,096	-8%	-$111K	0.6%	45
2020 Q1	$1.19M	Sell	37,818 -22,534	-37%	-$848K	0.64%	43
2019 Q4	$2.41M	Sell	60,352 -30,390	-33%	-$1.16M	1.07%	29
2019 Q3	$3.33M	Sell	90,742 -6,953	-7%	-$255K	1.57%	20
2019 Q2	$3.56M	Sell	97,695 -2,242	-2%	-$80.3K	1.72%	19
2019 Q1	$3.52M	Buy	99,937 +8,933	+10%	+$302K	1.87%	15
2018 Q4	$2.81M	Sell	91,004 -5,115	-5%	-$171K	1.76%	18
2018 Q3	$3.48M	Buy	96,119 +12,585	+15%	+$448K	1.88%	14
2018 Q2	$2.84M	Buy	83,534 +40,422	+94%	+$1.36M	1.59%	20
2018 Q1	$1.42M	Buy	+43,112	New	+$1.46M	0.83%	31

Other funds holding SPTM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

First Quadrant Glendale, California $18M AUM 24.2% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

LifePlan Financial Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.9% in Q3 2020, selling an estimated $41.2K and leaving 33,704 shares worth $1.38M. The position accounts for 0.59% of the portfolio, ranked #44.

LifePlan Financial Group first reported a position in SPTM in Q1 2018 and has held it in 11 quarters since. The position peaked at $3.56M in Q2 2019. 303 funds tracked by Wall St. Rank hold SPTM as of Q3 2020.

LifePlan Financial Group held 33,704 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.38M as of Q3 2020.
LifePlan Financial Group sold 1,018 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2020, an estimated $41.2K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.59% of LifePlan Financial Group's portfolio in Q3 2020, its #44 holding.
LifePlan Financial Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $3.56M in Q2 2019.
303 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2020.

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