Gupta Wealth Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$10K	Hold	300	–	–	﹤0.01%	862
2015 Q4	$9K	Hold	300	–	–	﹤0.01%	916
2015 Q3	$9K	Hold	300	–	–	﹤0.01%	932
2015 Q2	$9K	Hold	300	–	–	﹤0.01%	929
2015 Q1	$10K	Buy	+300	New	+$9.85K	﹤0.01%	760

Other funds holding SPBO

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

IWMPD

Integrated Wealth Management (Palm Desert) Palm Desert, California $299M AUM 12.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

YMRC

Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

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

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

Gupta Wealth Management held its State Street SPDR Portfolio Corporate Bond ETF (SPBO) position steady in Q1 2016 at 300 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Gupta Wealth Management first reported a position in SPBO in Q1 2015 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold SPBO as of Q1 2016.

Gupta Wealth Management held 300 shares of State Street SPDR Portfolio Corporate Bond ETF worth $10K as of Q1 2016.
Gupta Wealth Management left its State Street SPDR Portfolio Corporate Bond ETF share count unchanged in Q1 2016.
State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #862 holding.
Gupta Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2015 and has held it in 5 quarters since.
15 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2016.

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