Gupta Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$34K Sell
1,532
-632
-29% -$13.1K 0.01% 535
2015
Q4
$47K Buy
2,164
+1,164
+116% +$25.8K 0.01% 446
2015
Q3
$20K Sell
1,000
-34
-3% -$756 ﹤0.01% 695
2015
Q2
$25K Buy
+1,034
New +$26K 0.01% 680

Other funds holding XLB

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

Gupta Wealth Management reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 29% in Q1 2016, selling an estimated $13.1K and leaving 1,532 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #535.

Gupta Wealth Management first reported a position in XLB in Q2 2015 and has held it in 4 quarters since. The position peaked at $47K in Q4 2015. 310 funds tracked by Wall St. Rank hold XLB as of Q1 2016.

  • Gupta Wealth Management held 1,532 shares of State Street Materials Select Sector SPDR ETF worth $34K as of Q1 2016.
  • Gupta Wealth Management sold 632 State Street Materials Select Sector SPDR ETF shares in Q1 2016, an estimated $13.1K.
  • State Street Materials Select Sector SPDR ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #535 holding.
  • Gupta Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $47K in Q4 2015.
  • 310 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2016.

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