LifePlan Financial Group’s State Street SPDR NYSE Technology ETF XNTK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$87K	Hold	732	–	–	0.04%	200
2020 Q2	$73K	Hold	732	–	–	0.03%	208
2020 Q1	$54K	Hold	732	–	–	0.03%	217
2019 Q4	$60K	Buy	732 +8	+1%	+$613	0.03%	226
2019 Q3	$53K	Buy	724 +443	+158%	+$32.7K	0.02%	235
2019 Q2	$20K	Hold	281	–	–	0.01%	346
2019 Q1	$20K	Buy	+281	New	+$18.8K	0.01%	349

Other funds holding XNTK

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PCM

Parsons Capital Management Providence, Rhode Island $2.19B AUM 20.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

LifePlan Financial Group held its State Street SPDR NYSE Technology ETF (XNTK) position steady in Q3 2020 at 732 shares worth $87K. The position accounts for 0.04% of the portfolio, ranked #200.

LifePlan Financial Group first reported a position in XNTK in Q1 2019 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold XNTK as of Q3 2020.

LifePlan Financial Group held 732 shares of State Street SPDR NYSE Technology ETF worth $87K as of Q3 2020.
LifePlan Financial Group left its State Street SPDR NYSE Technology ETF share count unchanged in Q3 2020.
State Street SPDR NYSE Technology ETF made up 0.04% of LifePlan Financial Group's portfolio in Q3 2020, its #200 holding.
LifePlan Financial Group first reported a position in State Street SPDR NYSE Technology ETF in Q1 2019 and has held it in 7 quarters since.
90 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q3 2020.

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