LifePlan Financial Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$47K	Buy	+640	New	+$45.3K	0.02%	253
2014 Q2	–	Sell	-2	Closed	–	–	234
2014 Q1	$0	Hold	2	–	–	﹤0.01%	282
2013 Q4	$0	Sell	2 -2,424	-100%	-$77.1K	﹤0.01%	254
2013 Q3	$74K	Sell	2,426 -401,730	-99%	-$11.9M	0.06%	84
2013 Q2	$11.4M	Buy	+404,156	New	+$11.2M	12.65%	2

Other funds holding XLY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

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

LifePlan Financial Group opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2020: 640 shares worth $47K. The stake represents 0.02% of the portfolio and ranks #253 among its holdings. This is a return to the name: LifePlan Financial Group previously reported a position in XLY as recently as Q1 2014.

LifePlan Financial Group first reported a position in XLY in Q2 2013 and has held it in 5 quarters since. The position peaked at $11.4M in Q2 2013. 815 funds tracked by Wall St. Rank hold XLY as of Q3 2020.

LifePlan Financial Group held 640 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $47K as of Q3 2020.
State Street Consumer Discretionary Select Sector SPDR ETF was a new LifePlan Financial Group position in Q3 2020.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #253 holding.
LifePlan Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 5 quarters since.
LifePlan Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $11.4M in Q2 2013.
815 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2020.

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