GWM
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Gupta Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Gupta Wealth Management’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,200
Closed -$35K – 1318
2015
Q1 		$35K Buy
+1,200
New +$35.3K 0.01% 465

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return

Gupta Wealth Management's SPAB Position: Q2 2015 in Review

Gupta Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2015, closing a stake of 1,200 shares — an estimated $35K sold.

Gupta Wealth Management first reported a position in SPAB in Q1 2015 and held it in 1 quarter. The position peaked at $35K in Q1 2015. 44 funds tracked by Wall St. Rank hold SPAB as of Q2 2015.

  • Gupta Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 1,200 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2015, an estimated $35K.
  • Gupta Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $35K in Q1 2015.
  • 44 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.