Gupta Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$2.39M	Buy	29,922 +710	+2%	+$52.6K	0.56%	39
2015 Q4	$2.15M	Sell	29,212 -480	-2%	-$36.6K	0.55%	42
2015 Q3	$2.14M	Buy	29,692 +280	+1%	+$21.1K	0.52%	47
2015 Q2	$2.24M	Sell	29,412 -475	-2%	-$37.2K	0.55%	48
2015 Q1	$2.34M	Buy	+29,887	New	+$2.34M	0.69%	41

Other funds holding SDY

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

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

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

Gupta Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 2.4% in Q1 2016, buying an estimated $52.6K and bringing the position to 29,922 shares worth $2.39M. The position accounts for 0.56% of the portfolio, ranked #39.

Gupta Wealth Management first reported a position in SDY in Q1 2015 and has held it in 5 quarters since. 479 funds tracked by Wall St. Rank hold SDY as of Q1 2016.

Gupta Wealth Management held 29,922 shares of State Street SPDR S&P Dividend ETF worth $2.39M as of Q1 2016.
Gupta Wealth Management bought 710 State Street SPDR S&P Dividend ETF shares in Q1 2016, an estimated $52.6K.
State Street SPDR S&P Dividend ETF made up 0.56% of Gupta Wealth Management's portfolio in Q1 2016, its #39 holding.
Gupta Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2015 and has held it in 5 quarters since.
479 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2016.

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