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Gupta Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Gupta Wealth Management’s Portfolio SPTI Stock Details SPTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$22K Buy
+734
New +$22.3K 0.01% 634

Other funds holding SPTI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Gupta Wealth Management opened a new position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2016: 734 shares worth $22K. The stake represents 0.01% of the portfolio and ranks #634 among its holdings.

54 funds tracked by Wall St. Rank hold SPTI as of Q1 2016.

  • Gupta Wealth Management held 734 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $22K as of Q1 2016.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF was a new Gupta Wealth Management position in Q1 2016.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #634 holding.
  • 54 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2016.

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