LifePlan Financial Group’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-1	Closed	–	–	235
2014 Q1	$0	Hold	1	–	–	﹤0.01%	283
2013 Q4	$0	Hold	1	–	–	﹤0.01%	255
2013 Q3	$0	Hold	1	–	–	﹤0.01%	241
2013 Q2	$0	Buy	+1	New	+$37	﹤0.01%	209

Other funds holding XME

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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

COI

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LifePlan Financial Group's XME Position: Q2 2014 in Review

LifePlan Financial Group sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2014, closing a stake of 1 share.

LifePlan Financial Group first reported a position in XME in Q2 2013 and held it in 4 quarters. The position peaked at $0 in Q1 2014. 76 funds tracked by Wall St. Rank hold XME as of Q2 2014.

LifePlan Financial Group reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2014 after selling out during the quarter.
LifePlan Financial Group sold 1 State Street SPDR S&P Metals & Mining ETF share in Q2 2014.
LifePlan Financial Group first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2013 and held it in 4 quarters.
LifePlan Financial Group's State Street SPDR S&P Metals & Mining ETF position peaked at $0 in Q1 2014.
76 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2014.

Based on LifePlan Financial Group's 13F filing for Q2 2014, filed 3 Jul 2014.