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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$81K	Hold	747	–	–	0.03%	208
2020 Q2	$73K	Hold	747	–	–	0.03%	209
2020 Q1	$58K	Hold	747	–	–	0.03%	213
2019 Q4	$67K	Hold	747	–	–	0.03%	218
2019 Q3	$61K	Hold	747	–	–	0.03%	222
2019 Q2	$63K	Buy	+747	New	+$61.3K	0.03%	221

Other funds holding SYG

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

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

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

RJFSA

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

LWAC

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

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

LifePlan Financial Group held its SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) position steady in Q3 2020 at 747 shares worth $81K. The position accounts for 0.03% of the portfolio, ranked #208.

LifePlan Financial Group first reported a position in SYG in Q2 2019 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold SYG as of Q3 2020.

LifePlan Financial Group held 747 shares of SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust worth $81K as of Q3 2020.
LifePlan Financial Group left its SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust share count unchanged in Q3 2020.
SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust made up 0.03% of LifePlan Financial Group's portfolio in Q3 2020, its #208 holding.
LifePlan Financial Group first reported a position in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust in Q2 2019 and has held it in 6 quarters since.
18 funds tracked by Wall St. Rank held SPDR MFS Systematic Growth 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.