Hefty Wealth Partners’s State Street SPDR S&P Retail ETF XRT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$37K	Buy	+827	New	+$37.9K	0.02%	155
2017 Q1	–	Sell	-1,362	Closed	-$60K	–	271
2016 Q4	$60K	Buy	+1,362	New	+$60.6K	0.05%	108
2016 Q3	–	Sell	-1,086	Closed	-$45K	–	260
2016 Q2	$45K	Buy	+1,086	New	+$46.7K	0.04%	112

Other funds holding XRT

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

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

Hefty Wealth Partners opened a new position in State Street SPDR S&P Retail ETF (XRT) in Q1 2018: 827 shares worth $37K. The stake represents 0.02% of the portfolio and ranks #155 among its holdings. This is a return to the name: Hefty Wealth Partners previously reported a position in XRT as recently as Q4 2016.

Hefty Wealth Partners first reported a position in XRT in Q2 2016 and has held it in 3 quarters since. The position peaked at $60K in Q4 2016. 95 funds tracked by Wall St. Rank hold XRT as of Q1 2018.

Hefty Wealth Partners held 827 shares of State Street SPDR S&P Retail ETF worth $37K as of Q1 2018.
State Street SPDR S&P Retail ETF was a new Hefty Wealth Partners position in Q1 2018.
State Street SPDR S&P Retail ETF made up 0.02% of Hefty Wealth Partners's portfolio in Q1 2018, its #155 holding.
Hefty Wealth Partners first reported a position in State Street SPDR S&P Retail ETF in Q2 2016 and has held it in 3 quarters since.
Hefty Wealth Partners's State Street SPDR S&P Retail ETF position peaked at $60K in Q4 2016.
95 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q1 2018.

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