Hefty Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$14K	Buy	+52	New	+$14.2K	0.01%	176
2017 Q2	–	Sell	-39	Closed	-$9K	–	258
2017 Q1	$9K	Buy	+39	New	+$9.06K	0.01%	176
2016 Q4	–	Sell	-535	Closed	-$115K	–	253
2016 Q3	$115K	Buy	+535	New	+$116K	0.09%	92
2016 Q2	–	Sell	-1,556	Closed	-$319K	–	230
2016 Q1	$319K	Sell	1,556 -511	-25%	-$99.7K	0.3%	81
2015 Q4	$421K	Buy	+2,067	New	+$424K	0.4%	77

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Hefty Wealth Partners opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2018: 52 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #176 among its holdings. This is a return to the name: Hefty Wealth Partners previously reported a position in SPY as recently as Q1 2017.

Hefty Wealth Partners first reported a position in SPY in Q4 2015 and has held it in 5 quarters since. The position peaked at $421K in Q4 2015. 1,917 funds tracked by Wall St. Rank hold SPY as of Q1 2018.

Hefty Wealth Partners held 52 shares of State Street SPDR S&P 500 ETF Trust worth $14K as of Q1 2018.
State Street SPDR S&P 500 ETF Trust was a new Hefty Wealth Partners position in Q1 2018.
State Street SPDR S&P 500 ETF Trust made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #176 holding.
Hefty Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 5 quarters since.
Hefty Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $421K in Q4 2015.
1,917 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2018.

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