LifePlan Financial Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$333K	Sell	3,808 -322	-8%	-$28.6K	0.14%	97
2020 Q2	$362K	Hold	4,130	–	–	0.17%	90
2020 Q1	$314K	Sell	4,130 -300	-7%	-$30.8K	0.17%	94
2019 Q4	$483K	Hold	4,430	–	–	0.21%	80
2019 Q3	$473K	Hold	4,430	–	–	0.22%	77
2019 Q2	$460K	Hold	4,430	–	–	0.22%	76
2019 Q1	$407K	Buy	4,430 +1,111	+33%	+$99.6K	0.22%	77
2018 Q4	$262K	Buy	3,319 +1,117	+51%	+$98.3K	0.16%	103
2018 Q3	$219K	Buy	2,202 +67	+3%	+$6.33K	0.12%	118
2018 Q2	$186K	Buy	2,135 +1,568	+277%	+$138K	0.1%	125
2018 Q1	$49K	Buy	+567	New	+$49.2K	0.03%	227

Other funds holding XAR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

RJFSA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

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

LifePlan Financial Group reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 7.8% in Q3 2020, selling an estimated $28.6K and leaving 3,808 shares worth $333K. The position accounts for 0.14% of the portfolio, ranked #97.

LifePlan Financial Group first reported a position in XAR in Q1 2018 and has held it in 11 quarters since. The position peaked at $483K in Q4 2019. 183 funds tracked by Wall St. Rank hold XAR as of Q3 2020.

LifePlan Financial Group held 3,808 shares of State Street SPDR S&P Aerospace & Defense ETF worth $333K as of Q3 2020.
LifePlan Financial Group sold 322 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2020, an estimated $28.6K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.14% of LifePlan Financial Group's portfolio in Q3 2020, its #97 holding.
LifePlan Financial Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's State Street SPDR S&P Aerospace & Defense ETF position peaked at $483K in Q4 2019.
183 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2020.

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