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Spdr S&p 500 Etf shares owned by Hefty Wealth Partners

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Hefty Wealth Partners from 13F filings

Historical chart of Hefty Wealth Partners investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Hefty Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Hefty Wealth Partners

Quarter filed Position value Share count Share price at filing
2018-03-31 $14k 52 269.23
2017-03-31 $9.0k 39 230.77
2016-09-30 $115k 535 214.95
2016-03-31 $319k 1.6k 205.01
2015-12-31 $421k 2.1k 203.68

More positions owned by Hefty Wealth Partners

iShares S&P 1500 Index Fund (ITOT)
Powershares Exchange
Ishares Inc msci world idx (URTH)
Ishares Tr core tl usd bd (IUSB)
Goldman Sachs Etf Tr (GSLC)
Powershares Etf Tr Ii s&p600 lovl pt
iShares S&P 500 Index (IVV)
iShares Lehman 1-3 Year Treas.Bond (SHY)
SPDR S&P Dividend (SDY)
Vanguard Mid-Cap ETF (VO)
Ishares Tr usa min vo (USMV)
Vanguard Large-Cap ETF (VV)
Ishares Tr fltg rate nt (FLOT)
Materials SPDR (XLB)
Financial Select Sector SPDR (XLF)

View all positions for Hefty Wealth Partners

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Goldman Sachs Group
Bank of America Corporation
Jpmorgan Chase & Co
Wolverine Trading
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
Wells Fargo & Company
Walleye Trading Advisors
UBS Group
Gts Securities
Bank Of Montreal
CTC

View all funds holding Spdr S&p 500 Etf