SEC 13F Intelligence

Lifeplan Financial, LLC / SPYG

Lifeplan Financial, LLC’s Spdr Series Trust Position

Does Lifeplan Financial, LLC own Spdr Series Trust (SPYG)? Yes — 93.3K shares worth $9M (+6.75% of its 13F portfolio) as of Q1 2026, up from 89.2K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
93.3K
% of Portfolio
+6.75%
Quarters Held
10
currently held

Position History SPYG

Reported value by quarter
Q4 ’23: $7MQ4 ’23Q1 ’24: $8MQ2 ’24: $8MQ2 ’24Q3 ’24: $8MQ4 ’24: $8MQ4 ’24Q1 ’25: $8MQ2 ’25: $9MQ2 ’25Q3 ’25: $9MQ4 ’25: $10MQ4 ’25Q1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202693.3K$9M+6.75%
Q4 202589.2K$10M+7.30%
Q3 202590.7K$9M+7.51%
Q2 202593.7K$9M+7.40%
Q1 202595.0K$8M+6.66%
Q4 202496.0K$8M+7.46%
Q3 2024101.2K$8M+7.20%
Q2 2024103.2K$8M+7.61%
Q1 2024108.8K$8M+7.30%
Q4 2023109.2K$7M+7.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lifeplan Financial, LLC’s full portfolio or all institutional holders of SPYG.