LifePlan Financial Group’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$19K	Hold	195	–	–	0.01%	349
2020 Q2	$17K	Hold	195	–	–	0.01%	362
2020 Q1	$14K	Hold	195	–	–	0.01%	362
2019 Q4	$17K	Hold	195	–	–	0.01%	368
2019 Q3	$15K	Hold	195	–	–	0.01%	381
2019 Q2	$16K	Hold	195	–	–	0.01%	364
2019 Q1	$16K	Buy	195 +130	+200%	+$10K	0.01%	364
2018 Q4	$5K	Buy	+65	New	+$4.97K	﹤0.01%	453

Other funds holding XHE

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

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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJA

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

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

LifePlan Financial Group held its State Street SPDR S&P Health Care Equipment ETF (XHE) position steady in Q3 2020 at 195 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #349.

LifePlan Financial Group first reported a position in XHE in Q4 2018 and has held it in 8 quarters since. 100 funds tracked by Wall St. Rank hold XHE as of Q3 2020.

LifePlan Financial Group held 195 shares of State Street SPDR S&P Health Care Equipment ETF worth $19K as of Q3 2020.
LifePlan Financial Group left its State Street SPDR S&P Health Care Equipment ETF share count unchanged in Q3 2020.
State Street SPDR S&P Health Care Equipment ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #349 holding.
LifePlan Financial Group first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2018 and has held it in 8 quarters since.
100 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2020.

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