Gupta Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$4.79M Buy
23,291
+188
+0.8% +$36.7K 1.12% 18
2015
Q4
$4.71M Buy
23,103
+2,382
+11% +$489K 1.2% 15
2015
Q3
$3.97M Buy
20,721
+3,008
+17% +$610K 0.97% 20
2015
Q2
$3.65M Sell
17,713
-4,001
-18% -$841K 0.9% 21
2015
Q1
$4.48M Buy
+21,714
New +$4.48M 1.32% 13

Other funds holding SPY

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

Gupta Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.81% in Q1 2016, buying an estimated $36.7K and bringing the position to 23,291 shares worth $4.79M. The position accounts for 1.12% of the portfolio, ranked #18.

Gupta Wealth Management first reported a position in SPY in Q1 2015 and has held it in 5 quarters since. 1,489 funds tracked by Wall St. Rank hold SPY as of Q1 2016.

  • Gupta Wealth Management held 23,291 shares of State Street SPDR S&P 500 ETF Trust worth $4.79M as of Q1 2016.
  • Gupta Wealth Management bought 188 State Street SPDR S&P 500 ETF Trust shares in Q1 2016, an estimated $36.7K.
  • State Street SPDR S&P 500 ETF Trust made up 1.12% of Gupta Wealth Management's portfolio in Q1 2016, its #18 holding.
  • Gupta Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2015 and has held it in 5 quarters since.
  • 1,489 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2016.

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