LifePlan Financial Group’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1K	Hold	25	–	–	﹤0.01%	562
2020 Q2	$1K	Hold	25	–	–	﹤0.01%	563
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	542
2019 Q4	$1K	Hold	25	–	–	﹤0.01%	545
2019 Q3	$1K	Hold	25	–	–	﹤0.01%	539
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	535
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	540
2018 Q4	$1K	Hold	25	–	–	﹤0.01%	534
2018 Q3	$1K	Hold	25	–	–	﹤0.01%	532
2018 Q2	$1K	Hold	25	–	–	﹤0.01%	515
2018 Q1	$1K	Buy	+25	New	+$1.08K	﹤0.01%	508

Other funds holding XHB

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

RJFSA

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

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

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

LifePlan Financial Group held its State Street SPDR S&P Homebuilders ETF (XHB) position steady in Q3 2020 at 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

LifePlan Financial Group first reported a position in XHB in Q1 2018 and has held it in 11 quarters since. 202 funds tracked by Wall St. Rank hold XHB as of Q3 2020.

LifePlan Financial Group held 25 shares of State Street SPDR S&P Homebuilders ETF worth $1K as of Q3 2020.
LifePlan Financial Group left its State Street SPDR S&P Homebuilders ETF share count unchanged in Q3 2020.
State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #562 holding.
LifePlan Financial Group first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2018 and has held it in 11 quarters since.
202 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2020.

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