LifePlan Financial Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$4K	Hold	55	–	–	﹤0.01%	503
2020 Q2	$3K	Hold	55	–	–	﹤0.01%	522
2020 Q1	$3K	Hold	55	–	–	﹤0.01%	500
2019 Q4	$3K	Hold	55	–	–	﹤0.01%	506
2019 Q3	$3K	Hold	55	–	–	﹤0.01%	501
2019 Q2	$3K	Hold	55	–	–	﹤0.01%	499
2019 Q1	$3K	Hold	55	–	–	﹤0.01%	502
2018 Q4	$3K	Hold	55	–	–	﹤0.01%	487
2018 Q3	$3K	Hold	55	–	–	﹤0.01%	489
2018 Q2	$3K	Buy	+55	New	+$2.79K	﹤0.01%	475
2014 Q2	–	Sell	-1	Closed	–	–	231
2014 Q1	$0	Hold	1	–	–	﹤0.01%	279
2013 Q4	$0	Hold	1	–	–	﹤0.01%	252
2013 Q3	$0	Hold	1	–	–	﹤0.01%	239
2013 Q2	$0	Buy	+1	New	+$41	﹤0.01%	208

Other funds holding XLP

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

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

LifePlan Financial Group held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q3 2020 at 55 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

LifePlan Financial Group first reported a position in XLP in Q2 2013 and has held it in 14 quarters since. 791 funds tracked by Wall St. Rank hold XLP as of Q3 2020.

LifePlan Financial Group held 55 shares of State Street Consumer Staples Select Sector SPDR ETF worth $4K as of Q3 2020.
LifePlan Financial Group left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q3 2020.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #503 holding.
LifePlan Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 14 quarters since.
791 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2020.

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