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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
Elliott Investment Management
Citadel Advisors
Bnp Paribas Arbitrage, Snc
Barclays
Bank of America Corporation
UBS Group
Walleye Trading
Millennium Management
Candlestick Capital Management
Fisher Investments
Citigroup
State of Wisconsin Investment Board
Ontario Teachers' Pension Plan Board
Goldman Sachs Group

View all funds holding SPDR S&P Retail