Gupta Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Gupta Wealth Management’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$361K	Hold	1,375	–	–	0.08%	171
2015 Q4	$349K	Hold	1,375	–	–	0.09%	170
2015 Q3	$342K	Sell	1,375 -992	-42%	-$263K	0.08%	173
2015 Q2	$647K	Hold	2,367	–	–	0.16%	121
2015 Q1	$656K	Buy	+2,367	New	+$638K	0.19%	106

Other funds holding MDY

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Gupta Wealth Management's MDY Position: Q1 2016 in Review

Gupta Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2016 at 1,375 shares worth $361K. The position accounts for 0.08% of the portfolio, ranked #171.

Gupta Wealth Management first reported a position in MDY in Q1 2015 and has held it in 5 quarters since. The position peaked at $656K in Q1 2015. 593 funds tracked by Wall St. Rank hold MDY as of Q1 2016.

Gupta Wealth Management held 1,375 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $361K as of Q1 2016.
Gupta Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2016.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.08% of Gupta Wealth Management's portfolio in Q1 2016, its #171 holding.
Gupta Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $656K in Q1 2015.
593 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.