LifePlan Financial Group’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$77K	Sell	2,497 -692	-22%	-$21.2K	0.03%	213
2020 Q2	$98K	Hold	3,189	–	–	0.04%	180
2020 Q1	$98K	Buy	3,189 +67	+2%	+$2.03K	0.05%	166
2019 Q4	$94K	Buy	3,122 +857	+38%	+$25.7K	0.04%	193
2019 Q3	$68K	Sell	2,265 -101	-4%	-$3.03K	0.03%	212
2019 Q2	$71K	Sell	2,366 -522	-18%	-$15.6K	0.03%	209
2019 Q1	$86K	Buy	2,888 +1,006	+53%	+$29.8K	0.05%	197
2018 Q4	$56K	Buy	1,882 +785	+72%	+$23.1K	0.04%	220
2018 Q3	$32K	Buy	1,097 +262	+31%	+$7.72K	0.02%	285
2018 Q2	$25K	Buy	+835	New	+$24.7K	0.01%	313

Other funds holding SPTS

MERSOM

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return

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

LifePlan Financial Group reduced its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 22% in Q3 2020, selling an estimated $21.2K and leaving 2,497 shares worth $77K. The position accounts for 0.03% of the portfolio, ranked #213.

LifePlan Financial Group first reported a position in SPTS in Q2 2018 and has held it in 10 quarters since. The position peaked at $98K in Q2 2020. 231 funds tracked by Wall St. Rank hold SPTS as of Q3 2020.

LifePlan Financial Group held 2,497 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $77K as of Q3 2020.
LifePlan Financial Group sold 692 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2020, an estimated $21.2K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.03% of LifePlan Financial Group's portfolio in Q3 2020, its #213 holding.
LifePlan Financial Group first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2018 and has held it in 10 quarters since.
LifePlan Financial Group's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $98K in Q2 2020.
231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2020.

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