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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$299K	Hold	5,118	–	–	0.13%	105
2020 Q2	$267K	Buy	5,118 +900	+21%	+$42.3K	0.12%	109
2020 Q1	$170K	Buy	4,218 +1,566	+59%	+$71.5K	0.09%	124
2019 Q4	$122K	Hold	2,652	–	–	0.05%	169
2019 Q3	$107K	Buy	2,652 +66	+3%	+$2.64K	0.05%	176
2019 Q2	$101K	Buy	2,586 +758	+41%	+$28.9K	0.05%	176
2019 Q1	$68K	Hold	1,828	–	–	0.04%	214
2018 Q4	$57K	Hold	1,828	–	–	0.04%	218
2018 Q3	$69K	Hold	1,828	–	–	0.04%	222
2018 Q2	$63K	Hold	1,828	–	–	0.04%	219
2018 Q1	$60K	Buy	+1,828	New	+$61.4K	0.04%	210
2014 Q2	–	Sell	-2,098	Closed	-$38K	–	230
2014 Q1	$38K	Buy	2,098 +1,750	+503%	+$31.3K	0.03%	125
2013 Q4	$6K	Sell	348 -290	-45%	-$4.92K	﹤0.01%	190
2013 Q3	$10K	Hold	638	–	–	0.01%	151
2013 Q2	$10K	Buy	+638	New	+$9.87K	0.01%	119

Other funds holding XLK

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

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

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

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LifePlan Financial Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2020 at 5,118 shares worth $299K. The position accounts for 0.13% of the portfolio, ranked #105.

LifePlan Financial Group first reported a position in XLK in Q2 2013 and has held it in 15 quarters since. 1,229 funds tracked by Wall St. Rank hold XLK as of Q3 2020.

LifePlan Financial Group held 5,118 shares of State Street Technology Select Sector SPDR ETF worth $299K as of Q3 2020.
LifePlan Financial Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2020.
State Street Technology Select Sector SPDR ETF made up 0.13% of LifePlan Financial Group's portfolio in Q3 2020, its #105 holding.
LifePlan Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 15 quarters since.
1,229 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2020.

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