HWP
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Hefty Wealth Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Hefty Wealth Partners’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$2K Buy
+73
New +$2.46K ﹤0.01% 234

Other funds holding SPIB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Hefty Wealth Partners opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2018: 73 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #234 among its holdings.

205 funds tracked by Wall St. Rank hold SPIB as of Q1 2018.

  • Hefty Wealth Partners held 73 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2K as of Q1 2018.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Hefty Wealth Partners position in Q1 2018.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #234 holding.
  • 205 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2018.

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