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SPDR S&P Retail shares owned by Hefty Wealth Partners

Quarter-by-quarter ownership of SPDR S&P Retail (XRT) shares owned by Hefty Wealth Partners from 13F filings

Historical chart of Hefty Wealth Partners investment in SPDR S&P Retail

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Retail 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 Retail by Hefty Wealth Partners

Quarter filed Position value Share count Share price at filing
2018-03-31 $37k 827 44.74
2016-12-31 $60k 1.4k 44.05
2016-06-30 $45k 1.1k 41.44

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 Retail

Healthcare Of Ontario Pension Plan Trust Fund
Susquehanna International
Citadel Advisors
TOMS Capital Investment Management
Bank of America Corporation
Barclays
Jane Street
Balyasny Asset Management
Millennium Management
Canada Pension Plan Investment Board
Mirae Asset Securities
Phoenix Holdings
Goldman Sachs Group
Bank of Nova Scotia
State of Wisconsin Investment Board

View all funds holding SPDR S&P Retail