Hefty Wealth Partners - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XHB and the CUSIP is 78464A888. A total of 147 filers reported holding SPDR SERIES TRUST in Q2 2016. The put-call ratio across all filers is 1.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
Hefty Wealth Partners ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2017$61,000
+17.3%
1,644
+5.1%
0.04%0.0%
Q4 2016$52,000
+4.0%
1,564
+4.4%
0.04%
+15.8%
Q3 2016$50,0000.0%1,4980.0%0.04%
-7.3%
Q2 2016$50,0001,4980.04%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2016
NameSharesValueWeighting ↓
Viewpoint Capital Management LLC 48,377$2,918,1012.82%
Broad Peak Investment Holdings Ltd. 406,399$24,513,9882.39%
Passaic Partners LLC 98,761$5,957,2641.24%
Clarus Wealth Advisors 17,711$1,138,9940.75%
GARRISON POINT ADVISORS, LLC 10,630$641,2020.52%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 33,669$2,057,1870.48%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 90,665$5,539,6630.46%
Windham Capital Management, LLC 19,001$1,146,1400.44%
Gerber Kawasaki Wealth & Investment Management 81,417$4,911,0690.44%
CASTLEARK MANAGEMENT LLC 132,200$7,974,3040.42%
View complete list of SPDR SERIES TRUST shareholders