LifePlan Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$503K	Buy	1,502 +404	+37%	+$134K	0.22%	78
2020 Q2	$339K	Hold	1,098	–	–	0.15%	96
2020 Q1	$283K	Buy	1,098 +171	+18%	+$52.2K	0.15%	98
2019 Q4	$298K	Hold	927	–	–	0.13%	109
2019 Q3	$275K	Sell	927 -9	-1%	-$2.66K	0.13%	112
2019 Q2	$274K	Sell	936 -312	-25%	-$89.8K	0.13%	113
2019 Q1	$353K	Buy	1,248 +673	+117%	+$183K	0.19%	90
2018 Q4	$144K	Hold	575	–	–	0.09%	144
2018 Q3	$167K	Hold	575	–	–	0.09%	140
2018 Q2	$156K	Buy	575 +188	+49%	+$50.8K	0.09%	139
2018 Q1	$102K	Buy	+387	New	+$106K	0.06%	165
2014 Q2	–	Sell	-36	Closed	-$7K	–	197
2014 Q1	$7K	Hold	36	–	–	0.01%	198
2013 Q4	$7K	Hold	36	–	–	﹤0.01%	180
2013 Q3	$6K	Hold	36	–	–	﹤0.01%	169
2013 Q2	$6K	Buy	+36	New	+$5.8K	0.01%	138

Other funds holding SPY

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

LifePlan Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 37% in Q3 2020, buying an estimated $134K and bringing the position to 1,502 shares worth $503K. The position accounts for 0.22% of the portfolio, ranked #78.

LifePlan Financial Group first reported a position in SPY in Q2 2013 and has held it in 15 quarters since. 2,433 funds tracked by Wall St. Rank hold SPY as of Q3 2020.

LifePlan Financial Group held 1,502 shares of State Street SPDR S&P 500 ETF Trust worth $503K as of Q3 2020.
LifePlan Financial Group bought 404 State Street SPDR S&P 500 ETF Trust shares in Q3 2020, an estimated $134K.
State Street SPDR S&P 500 ETF Trust made up 0.22% of LifePlan Financial Group's portfolio in Q3 2020, its #78 holding.
LifePlan Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 15 quarters since.
2,433 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2020.

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