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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$92K	Hold	1,505	–	–	0.04%	191
2020 Q2	$90K	Hold	1,505	–	–	0.04%	191
2020 Q1	$77K	Hold	1,505	–	–	0.04%	189
2019 Q4	$108K	Hold	1,505	–	–	0.05%	178
2019 Q3	$101K	Hold	1,505	–	–	0.05%	180
2019 Q2	$100K	Buy	1,505 +104	+7%	+$6.89K	0.05%	177
2019 Q1	$93K	Hold	1,401	–	–	0.05%	188
2018 Q4	$83K	Hold	1,401	–	–	0.05%	189
2018 Q3	$97K	Hold	1,401	–	–	0.05%	187
2018 Q2	$93K	Buy	+1,401	New	+$93.9K	0.05%	183

Other funds holding SYV

RJFSA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

LifePlan Financial Group held its SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) position steady in Q3 2020 at 1,505 shares worth $92K. The position accounts for 0.04% of the portfolio, ranked #191.

LifePlan Financial Group first reported a position in SYV in Q2 2018 and has held it in 10 quarters since. The position peaked at $108K in Q4 2019. 11 funds tracked by Wall St. Rank hold SYV as of Q3 2020.

LifePlan Financial Group held 1,505 shares of SPDR MFS Systematic Value Equity ETF of SSgA Active Trust worth $92K as of Q3 2020.
LifePlan Financial Group left its SPDR MFS Systematic Value Equity ETF of SSgA Active Trust share count unchanged in Q3 2020.
SPDR MFS Systematic Value Equity ETF of SSgA Active Trust made up 0.04% of LifePlan Financial Group's portfolio in Q3 2020, its #191 holding.
LifePlan Financial Group first reported a position in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust in Q2 2018 and has held it in 10 quarters since.
LifePlan Financial Group's SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position peaked at $108K in Q4 2019.
11 funds tracked by Wall St. Rank held SPDR MFS Systematic Value 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.