Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FINANCIAL STRATEGIES GROUP INC 06-30-2020 06-30-2020 48 142,414,092,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR SER TR PORTFOLI S&P1500 1 $26,727,000 707,432 19.90 19.41 25,983 3.81 06-30-2020
2
SPDR SER TR PORTFOLIO AGRGTE 3 $16,155,000 523,481 12.03 15.17 -30,538 -5.51 06-30-2020
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 4 $14,896,000 539,332 11.09 10.70 46,068 9.34 06-30-2020
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