GWM
SPIB icon

Gupta Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Gupta Wealth Management’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$1K Buy
+34
New +$1.15K ﹤0.01% 1126

Other funds holding SPIB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
Sentinel Asset Management Montpelier, Vermont $868K AUM 45.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Gupta Wealth Management opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2016: 34 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1126 among its holdings.

93 funds tracked by Wall St. Rank hold SPIB as of Q1 2016.

  • Gupta Wealth Management held 34 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1K as of Q1 2016.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Gupta Wealth Management position in Q1 2016.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1126 holding.
  • 93 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2016.

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