Gupta Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
SGI
Gupta Wealth Management's XLE Position: Q1 2016 in Review
Gupta Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1,536% in Q1 2016, buying an estimated $77.5K and bringing the position to 2,846 shares worth $88K. The position accounts for 0.02% of the portfolio, ranked #346.
Gupta Wealth Management first reported a position in XLE in Q2 2015 and has held it in 3 quarters since. 624 funds tracked by Wall St. Rank hold XLE as of Q1 2016.
- Gupta Wealth Management held 2,846 shares of State Street Energy Select Sector SPDR ETF worth $88K as of Q1 2016.
- Gupta Wealth Management bought 2,672 State Street Energy Select Sector SPDR ETF shares in Q1 2016, an estimated $77.5K.
- State Street Energy Select Sector SPDR ETF made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #346 holding.
- Gupta Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2015 and has held it in 3 quarters since.
- 624 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2016.
Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.