Hefty Wealth Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$319K	Buy	+9,634	New	+$325K	0.21%	82

Other funds holding SPMD

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return

Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return

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

Hefty Wealth Partners opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2018: 9,634 shares worth $319K. The stake represents 0.21% of the portfolio and ranks #82 among its holdings.

107 funds tracked by Wall St. Rank hold SPMD as of Q1 2018.

Hefty Wealth Partners held 9,634 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $319K as of Q1 2018.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Hefty Wealth Partners position in Q1 2018.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.21% of Hefty Wealth Partners's portfolio in Q1 2018, its #82 holding.
107 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2018.

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