Hefty Wealth Partners - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is JNKXXXX and the CUSIP is 78464A417. A total of 390 filers reported holding SPDR SERIES TRUST in Q2 2016. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Hefty Wealth Partners ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2016$54,000
+22.7%
1,494
+22.8%
0.04%
+36.4%
Q3 2016$44,000
+2.3%
1,2170.0%0.03%
-5.7%
Q2 2016$43,000
+7.5%
1,217
+4.0%
0.04%
-5.4%
Q1 2016$40,000
-2.4%
1,170
-5.2%
0.04%
-5.1%
Q4 2015$41,0001,2340.04%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2016
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 7,570,000$269,946,00022.21%
Private Ocean, LLC 550,525$19,632,00014.49%
Berkshire Money Management, Inc. 1,039,337$40,129,00012.31%
Nan Shan Life Insurance Co., Ltd. 4,469,967$159,399,0008.80%
MILES CAPITAL, INC. 320,749$11,438,0008.22%
DT Investment Partners, LLC 706,079$25,179,0007.80%
Windsor Capital Management, LLC 314,136$11,202,0006.60%
Bernicke Wealth Management, Ltd. 168,852$6,021,0006.13%
IRON Financial LLC 227,861$8,126,0005.41%
Baystate Wealth Management LLC 539,594$19,242,0005.02%
View complete list of SPDR SERIES TRUST shareholders