Hefty Wealth Partners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$2.95M	Sell	103,682 -14,600	-12%	-$443K	1.9%	14
2017 Q4	$3.58M	Buy	+118,282	New	+$3.48M	2.22%	9
2017 Q3	–	Sell	-96,350	Closed	-$2.59M	–	267
2017 Q2	$2.59M	Buy	96,350 +19,922	+26%	+$529K	1.77%	20
2017 Q1	$2M	Buy	+76,428	New	+$1.98M	1.46%	27
2016 Q4	–	Sell	-102,614	Closed	-$2.45M	–	260
2016 Q3	$2.45M	Buy	+102,614	New	+$2.47M	1.86%	13

Other funds holding XLB

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 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

Citigroup New York $235B AUM 32.99% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Hefty Wealth Partners reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 12% in Q1 2018, selling an estimated $443K and leaving 103,682 shares worth $2.95M. The position accounts for 1.9% of the portfolio, ranked #14.

Hefty Wealth Partners first reported a position in XLB in Q3 2016 and has held it in 5 quarters since. The position peaked at $3.58M in Q4 2017. 473 funds tracked by Wall St. Rank hold XLB as of Q1 2018.

Hefty Wealth Partners held 103,682 shares of State Street Materials Select Sector SPDR ETF worth $2.95M as of Q1 2018.
Hefty Wealth Partners sold 14,600 State Street Materials Select Sector SPDR ETF shares in Q1 2018, an estimated $443K.
State Street Materials Select Sector SPDR ETF made up 1.9% of Hefty Wealth Partners's portfolio in Q1 2018, its #14 holding.
Hefty Wealth Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2016 and has held it in 5 quarters since.
Hefty Wealth Partners's State Street Materials Select Sector SPDR ETF position peaked at $3.58M in Q4 2017.
473 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2018.

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