LifePlan Financial Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$546K	Sell	10,890 -452	-4%	-$22.2K	0.24%	75
2020 Q2	$509K	Sell	11,342 -89	-0.8%	-$3.7K	0.23%	74
2020 Q1	$409K	Sell	11,431 -111	-1%	-$4.55K	0.22%	75
2019 Q4	$484K	Buy	11,542 +54	+0.5%	+$2.16K	0.22%	79
2019 Q3	$447K	Sell	11,488 -637	-5%	-$24.9K	0.21%	82
2019 Q2	$470K	Buy	12,125 +820	+7%	+$31.1K	0.23%	75
2019 Q1	$421K	Buy	11,305 +2,629	+30%	+$93K	0.22%	76
2018 Q4	$282K	Buy	8,676 +961	+12%	+$33.6K	0.18%	96
2018 Q3	$295K	Buy	7,715 +1,878	+32%	+$69.7K	0.16%	102
2018 Q2	$205K	Buy	5,837 +2,594	+80%	+$90K	0.11%	118
2018 Q1	$109K	Buy	+3,243	New	+$112K	0.06%	159

Other funds holding SPYG

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

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LifePlan Financial Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4% in Q3 2020, selling an estimated $22.2K and leaving 10,890 shares worth $546K. The position accounts for 0.24% of the portfolio, ranked #75.

LifePlan Financial Group first reported a position in SPYG in Q1 2018 and has held it in 11 quarters since. 481 funds tracked by Wall St. Rank hold SPYG as of Q3 2020.

LifePlan Financial Group held 10,890 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $546K as of Q3 2020.
LifePlan Financial Group sold 452 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2020, an estimated $22.2K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.24% of LifePlan Financial Group's portfolio in Q3 2020, its #75 holding.
LifePlan Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2018 and has held it in 11 quarters since.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2020.

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