Hefty Wealth Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Hefty Wealth Partners’s Portfolio SPEM Stock Details SPEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$215K	Buy	+5,466	New	+$219K	0.14%	85

Other funds holding SPEM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Hefty Wealth Partners's SPEM Position: Q1 2018 in Review

Hefty Wealth Partners opened a new position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2018: 5,466 shares worth $215K. The stake represents 0.14% of the portfolio and ranks #85 among its holdings.

198 funds tracked by Wall St. Rank hold SPEM as of Q1 2018.

Hefty Wealth Partners held 5,466 shares of State Street SPDR Portfolio Emerging Markets ETF worth $215K as of Q1 2018.
State Street SPDR Portfolio Emerging Markets ETF was a new Hefty Wealth Partners position in Q1 2018.
State Street SPDR Portfolio Emerging Markets ETF made up 0.14% of Hefty Wealth Partners's portfolio in Q1 2018, its #85 holding.
198 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.