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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$191K	Sell	6,333 -1,243	-16%	-$37.8K	0.08%	136
2020 Q2	$220K	Hold	7,576	–	–	0.1%	114
2020 Q1	$196K	Hold	7,576	–	–	0.11%	117
2019 Q4	$264K	Hold	7,576	–	–	0.12%	115
2019 Q3	$242K	Hold	7,576	–	–	0.11%	120
2019 Q2	$237K	Sell	7,576 -548	-7%	-$16.9K	0.11%	118
2019 Q1	$246K	Buy	8,124 +962	+13%	+$28.4K	0.13%	112
2018 Q4	$195K	Buy	7,162 +1,989	+38%	+$58.5K	0.12%	121
2018 Q3	$161K	Buy	5,173 +707	+16%	+$21.8K	0.09%	143
2018 Q2	$132K	Buy	4,466 +1,296	+41%	+$38.6K	0.07%	153
2018 Q1	$93K	Buy	+3,170	New	+$97.3K	0.05%	174

Other funds holding SPYV

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

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

LifePlan Financial Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 16% in Q3 2020, selling an estimated $37.8K and leaving 6,333 shares worth $191K. The position accounts for 0.08% of the portfolio, ranked #136.

LifePlan Financial Group first reported a position in SPYV in Q1 2018 and has held it in 11 quarters since. The position peaked at $264K in Q4 2019. 317 funds tracked by Wall St. Rank hold SPYV as of Q3 2020.

LifePlan Financial Group held 6,333 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $191K as of Q3 2020.
LifePlan Financial Group sold 1,243 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2020, an estimated $37.8K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.08% of LifePlan Financial Group's portfolio in Q3 2020, its #136 holding.
LifePlan Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $264K in Q4 2019.
317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2020.

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