LifePlan Financial Group’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$7K	Hold	258	–	–	﹤0.01%	448
2020 Q2	$7K	Hold	258	–	–	﹤0.01%	453
2020 Q1	$6K	Sell	258 -82	-24%	-$2.85K	﹤0.01%	442
2019 Q4	$13K	Sell	340 -423	-55%	-$16.3K	0.01%	396
2019 Q3	$29K	Sell	763 -235	-24%	-$8.79K	0.01%	301
2019 Q2	$38K	Hold	998	–	–	0.02%	271
2019 Q1	$38K	Buy	998 +163	+20%	+$6.01K	0.02%	275
2018 Q4	$28K	Buy	835 +258	+45%	+$9.43K	0.02%	295
2018 Q3	$22K	Sell	577 -53	-8%	-$2.01K	0.01%	328
2018 Q2	$23K	Buy	630 +316	+101%	+$11.5K	0.01%	322
2018 Q1	$11K	Buy	+314	New	+$11.5K	0.01%	358

Other funds holding SPYD

Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

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

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

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

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

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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return

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

LifePlan Financial Group held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q3 2020 at 258 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

LifePlan Financial Group first reported a position in SPYD in Q1 2018 and has held it in 11 quarters since. The position peaked at $38K in Q2 2019. 204 funds tracked by Wall St. Rank hold SPYD as of Q3 2020.

LifePlan Financial Group held 258 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $7K as of Q3 2020.
LifePlan Financial Group left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q3 2020.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #448 holding.
LifePlan Financial Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $38K in Q2 2019.
204 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2020.

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