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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$18K	Hold	602	–	–	0.01%	357
2020 Q2	$17K	Hold	602	–	–	0.01%	364
2020 Q1	$17K	Hold	602	–	–	0.01%	341
2019 Q4	$19K	Buy	602 +72	+14%	+$2.29K	0.01%	355
2019 Q3	$17K	Hold	530	–	–	0.01%	362
2019 Q2	$16K	Hold	530	–	–	0.01%	365
2019 Q1	$15K	Hold	530	–	–	0.01%	374
2018 Q4	$14K	Hold	530	–	–	0.01%	362
2018 Q3	$14K	Hold	530	–	–	0.01%	363
2018 Q2	$14K	Sell	530 -1,150	-68%	-$28.9K	0.01%	358
2018 Q1	$42K	Buy	+1,680	New	+$41.9K	0.02%	249
2017 Q1	–	Sell	-12,822	Closed	-$311K	–	121
2016 Q4	$311K	Sell	12,822 -2,696	-17%	-$64.4K	0.22%	89
2016 Q3	$380K	Buy	15,518 +1,872	+14%	+$47.5K	0.26%	69
2016 Q2	$358K	Buy	13,646 +1,340	+11%	+$33K	0.25%	68
2016 Q1	$305K	Buy	+12,306	New	+$284K	0.22%	73
2014 Q2	–	Sell	-2	Closed	–	–	232
2014 Q1	$0	Hold	2	–	–	﹤0.01%	280
2013 Q4	$0	Hold	2	–	–	﹤0.01%	253
2013 Q3	$0	Sell	2 -910	-100%	-$17.3K	﹤0.01%	240
2013 Q2	$17K	Buy	+912	New	+$17.9K	0.02%	102

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

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

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

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

LifePlan Financial Group held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q3 2020 at 602 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #357.

LifePlan Financial Group first reported a position in XLU in Q2 2013 and has held it in 19 quarters since. The position peaked at $380K in Q3 2016. 807 funds tracked by Wall St. Rank hold XLU as of Q3 2020.

LifePlan Financial Group held 602 shares of State Street Utilities Select Sector SPDR ETF worth $18K as of Q3 2020.
LifePlan Financial Group left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q3 2020.
State Street Utilities Select Sector SPDR ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #357 holding.
LifePlan Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 19 quarters since.
LifePlan Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $380K in Q3 2016.
807 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2020.

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