Hefty Wealth Partners - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KBE and the CUSIP is 78464A797. A total of 264 filers reported holding SPDR SERIES TRUST in Q1 2018. The put-call ratio across all filers is 3.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
Hefty Wealth Partners ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2018$44,000
-22.8%
915
-23.5%
0.03%
-20.0%
Q4 2017$57,000
-6.6%
1,196
-11.7%
0.04%
-12.5%
Q3 2017$61,000
+7.0%
1,354
-21.6%
0.04%
-7.0%
Q3 2016$57,0001,7260.04%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2018
NameSharesValueWeighting ↓
JCSD Capital, LLC 108,000$4,511,1609.17%
Evolution Wealth Advisors, LLC 187,228$6,899,3521.54%
Wharton Business Group, LLC 439,481$16,1950.90%
Clarity Financial LLC 145,074$5,345,9590.90%
Itau Unibanco Holding S.A. 405,154$14,929,9250.66%
Wakefield Asset Management LLLP 35,296$1,300,6580.59%
ProVise Management Group, LLC 168,573$6,211,9150.58%
Aspen Grove Capital, LLC 37,590$1,385,1790.51%
Coury Firm Asset Management LLC 8,288$305,4130.49%
Horizon Family Wealth, Inc. 13,176$485,5370.47%
View complete list of SPDR SERIES TRUST shareholders