HWP
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Hefty Wealth Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Hefty Wealth Partners’s Portfolio SPTI Stock Details SPTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$2K Buy
+52
New +$1.53K ﹤0.01% 235

Other funds holding SPTI

T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Hefty Wealth Partners opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2018: 52 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #235 among its holdings.

65 funds tracked by Wall St. Rank hold SPTI as of Q1 2018.

  • Hefty Wealth Partners held 52 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $2K as of Q1 2018.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF was a new Hefty Wealth Partners position in Q1 2018.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #235 holding.
  • 65 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2018.

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