LifePlan Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$19K	Hold	183	–	–	0.01%	350
2020 Q2	$18K	Hold	183	–	–	0.01%	354
2020 Q1	$16K	Hold	183	–	–	0.01%	349
2019 Q4	$19K	Hold	183	–	–	0.01%	356
2019 Q3	$16K	Hold	183	–	–	0.01%	370
2019 Q2	$17K	Hold	183	–	–	0.01%	357
2019 Q1	$17K	Hold	183	–	–	0.01%	359
2018 Q4	$16K	Hold	183	–	–	0.01%	349
2018 Q3	$17K	Hold	183	–	–	0.01%	350
2018 Q2	$15K	Hold	183	–	–	0.01%	356
2018 Q1	$15K	Buy	+183	New	+$15.6K	0.01%	342
2014 Q2	–	Sell	-1	Closed	–	–	233
2014 Q1	$0	Sell	1 -369	-100%	-$21.3K	﹤0.01%	281
2013 Q4	$21K	Hold	370	–	–	0.01%	136
2013 Q3	$19K	Sell	370 -206,028	-100%	-$10.4M	0.02%	132
2013 Q2	$9.83M	Buy	+206,398	New	+$9.89M	10.91%	4

Other funds holding XLV

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

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

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

LifePlan Financial Group held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q3 2020 at 183 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #350.

LifePlan Financial Group first reported a position in XLV in Q2 2013 and has held it in 15 quarters since. The position peaked at $9.83M in Q2 2013. 1,053 funds tracked by Wall St. Rank hold XLV as of Q3 2020.

LifePlan Financial Group held 183 shares of State Street Health Care Select Sector SPDR ETF worth $19K as of Q3 2020.
LifePlan Financial Group left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q3 2020.
State Street Health Care Select Sector SPDR ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #350 holding.
LifePlan Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $9.83M in Q2 2013.
1,053 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2020.

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