LifePlan Financial Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$11K	Hold	344	–	–	﹤0.01%	404
2020 Q2	$10K	Hold	344	–	–	﹤0.01%	413
2020 Q1	$8K	Hold	344	–	–	﹤0.01%	415
2019 Q4	$11K	Hold	344	–	–	﹤0.01%	409
2019 Q3	$10K	Hold	344	–	–	﹤0.01%	414
2019 Q2	$10K	Hold	344	–	–	﹤0.01%	406
2019 Q1	$10K	Hold	344	–	–	0.01%	410
2018 Q4	$9K	Hold	344	–	–	0.01%	399
2018 Q3	$10K	Hold	344	–	–	0.01%	389
2018 Q2	$10K	Hold	344	–	–	0.01%	382
2018 Q1	$10K	Buy	+344	New	+$10.4K	0.01%	371
2014 Q2	–	Sell	-2	Closed	–	–	226
2014 Q1	$0	Hold	2	–	–	﹤0.01%	277
2013 Q4	$0	Hold	2	–	–	﹤0.01%	251
2013 Q3	$0	Sell	2 -884	-100%	-$18.1K	﹤0.01%	238
2013 Q2	$17K	Buy	+886	New	+$17.5K	0.02%	101

Other funds holding XLB

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

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

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

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

LifePlan Financial Group held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q3 2020 at 344 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

LifePlan Financial Group first reported a position in XLB in Q2 2013 and has held it in 15 quarters since. The position peaked at $17K in Q2 2013. 511 funds tracked by Wall St. Rank hold XLB as of Q3 2020.

LifePlan Financial Group held 344 shares of State Street Materials Select Sector SPDR ETF worth $11K as of Q3 2020.
LifePlan Financial Group left its State Street Materials Select Sector SPDR ETF share count unchanged in Q3 2020.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #404 holding.
LifePlan Financial Group first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's State Street Materials Select Sector SPDR ETF position peaked at $17K in Q2 2013.
511 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2020.

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