Hefty Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$2.87M	Buy	+104,091	New	+$3M	1.85%	15
2017 Q1	–	Sell	-139,172	Closed	-$3.23M	–	269
2016 Q4	$3.23M	Buy	139,172 +34,848	+33%	+$748K	2.71%	12
2016 Q3	$2.01M	Buy	+104,324	New	+$2.15M	1.53%	19
2016 Q2	–	Sell	-76,365	Closed	-$1.51M	–	237
2016 Q1	$1.51M	Buy	+76,365	New	+$1.45M	1.41%	22

Other funds holding XLF

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Hefty Wealth Partners opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2018: 104,091 shares worth $2.87M. The stake represents 1.85% of the portfolio and ranks #15 among its holdings. This is a return to the name: Hefty Wealth Partners previously reported a position in XLF as recently as Q4 2016.

Hefty Wealth Partners first reported a position in XLF in Q1 2016 and has held it in 4 quarters since. The position peaked at $3.23M in Q4 2016. 972 funds tracked by Wall St. Rank hold XLF as of Q1 2018.

Hefty Wealth Partners held 104,091 shares of State Street Financial Select Sector SPDR ETF worth $2.87M as of Q1 2018.
State Street Financial Select Sector SPDR ETF was a new Hefty Wealth Partners position in Q1 2018.
State Street Financial Select Sector SPDR ETF made up 1.85% of Hefty Wealth Partners's portfolio in Q1 2018, its #15 holding.
Hefty Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2016 and has held it in 4 quarters since.
Hefty Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $3.23M in Q4 2016.
972 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2018.

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