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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$34K	Buy	439 +194	+79%	+$14.5K	0.01%	282
2020 Q2	$17K	Hold	245	–	–	0.01%	363
2020 Q1	$14K	Buy	+245	New	+$18.5K	0.01%	363
2014 Q2	–	Sell	-1	Closed	–	–	229
2014 Q1	$0	Sell	1 -393	-100%	-$20.2K	﹤0.01%	278
2013 Q4	$21K	Sell	394 -1,486	-79%	-$73K	0.01%	135
2013 Q3	$87K	Sell	1,880 -1,430	-43%	-$64.7K	0.07%	75
2013 Q2	$141K	Buy	+3,310	New	+$141K	0.16%	46

Other funds holding XLI

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

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

LifePlan Financial Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 79% in Q3 2020, buying an estimated $14.5K and bringing the position to 439 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #282.

LifePlan Financial Group first reported a position in XLI in Q2 2013 and has held it in 7 quarters since. The position peaked at $141K in Q2 2013. 750 funds tracked by Wall St. Rank hold XLI as of Q3 2020.

LifePlan Financial Group held 439 shares of State Street Industrial Select Sector SPDR ETF worth $34K as of Q3 2020.
LifePlan Financial Group bought 194 State Street Industrial Select Sector SPDR ETF shares in Q3 2020, an estimated $14.5K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #282 holding.
LifePlan Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 7 quarters since.
LifePlan Financial Group's State Street Industrial Select Sector SPDR ETF position peaked at $141K in Q2 2013.
750 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2020.

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