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Hefty Wealth Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Hefty Wealth Partners’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$239K Buy
+7,993
New +$243K 0.15% 83

Other funds holding SPSM

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $528M AUM 14.85% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Hefty Wealth Partners opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2018: 7,993 shares worth $239K. The stake represents 0.15% of the portfolio and ranks #83 among its holdings.

119 funds tracked by Wall St. Rank hold SPSM as of Q1 2018.

  • Hefty Wealth Partners held 7,993 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $239K as of Q1 2018.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Hefty Wealth Partners position in Q1 2018.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.15% of Hefty Wealth Partners's portfolio in Q1 2018, its #83 holding.
  • 119 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2018.

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