LifePlan Financial Group’s SPDR MFS Systematic Core Equity ETF of SSgA Active Trust SYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$3.51M	Buy	39,892 +4,229	+12%	+$369K	1.51%	17
2020 Q2	$2.93M	Buy	35,663 +2,862	+9%	+$224K	1.34%	21
2020 Q1	$2.27M	Buy	32,801 +5,533	+20%	+$462K	1.23%	26
2019 Q4	$2.44M	Buy	27,268 +897	+3%	+$77.2K	1.09%	28
2019 Q3	$2.17M	Buy	26,371 +5,295	+25%	+$434K	1.02%	31
2019 Q2	$1.72M	Buy	21,076 +15,140	+255%	+$1.22M	0.83%	35
2019 Q1	$476K	Buy	5,936 +3,781	+175%	+$294K	0.25%	68
2018 Q4	$152K	Buy	2,155 +87	+4%	+$6.64K	0.09%	141
2018 Q3	$168K	Buy	2,068 +433	+26%	+$34.2K	0.09%	138
2018 Q2	$123K	Buy	1,635 +1,400	+596%	+$106K	0.07%	159
2018 Q1	$17K	Buy	+235	New	+$17.9K	0.01%	332

Other funds holding SYE

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

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

LifePlan Financial Group increased its SPDR MFS Systematic Core Equity ETF of SSgA Active Trust (SYE) stake by 12% in Q3 2020, buying an estimated $369K and bringing the position to 39,892 shares worth $3.51M. The position accounts for 1.51% of the portfolio, ranked #17.

LifePlan Financial Group first reported a position in SYE in Q1 2018 and has held it in 11 quarters since. 14 funds tracked by Wall St. Rank hold SYE as of Q3 2020.

LifePlan Financial Group held 39,892 shares of SPDR MFS Systematic Core Equity ETF of SSgA Active Trust worth $3.51M as of Q3 2020.
LifePlan Financial Group bought 4,229 SPDR MFS Systematic Core Equity ETF of SSgA Active Trust shares in Q3 2020, an estimated $369K.
SPDR MFS Systematic Core Equity ETF of SSgA Active Trust made up 1.51% of LifePlan Financial Group's portfolio in Q3 2020, its #17 holding.
LifePlan Financial Group first reported a position in SPDR MFS Systematic Core Equity ETF of SSgA Active Trust in Q1 2018 and has held it in 11 quarters since.
14 funds tracked by Wall St. Rank held SPDR MFS Systematic Core Equity ETF of SSgA Active Trust as of Q3 2020.

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