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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$34K	Hold	1,419	–	–	0.01%	281
2020 Q2	$33K	Hold	1,419	–	–	0.02%	278
2020 Q1	$30K	Buy	+1,419	New	+$39.1K	0.02%	276
2014 Q2	–	Sell	-1,883	Closed	-$37K	–	228
2014 Q1	$37K	Sell	1,883 -3,292	-64%	-$62.9K	0.03%	126
2013 Q4	$99K	Sell	5,175 -9,408	-65%	-$173K	0.07%	84
2013 Q3	$255K	Buy	14,583 +14,582	+1,458,200%	+$259K	0.21%	41
2013 Q2	$0	Buy	+1	New	+$17	﹤0.01%	207

Other funds holding XLF

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

APF

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

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

LifePlan Financial Group held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2020 at 1,419 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #281.

LifePlan Financial Group first reported a position in XLF in Q2 2013 and has held it in 7 quarters since. The position peaked at $255K in Q3 2013. 970 funds tracked by Wall St. Rank hold XLF as of Q3 2020.

LifePlan Financial Group held 1,419 shares of State Street Financial Select Sector SPDR ETF worth $34K as of Q3 2020.
LifePlan Financial Group left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2020.
State Street Financial Select Sector SPDR ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #281 holding.
LifePlan Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 7 quarters since.
LifePlan Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $255K in Q3 2013.
970 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2020.

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