Gupta Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
CA
SGI
Gupta Wealth Management's XLF Position: Q1 2016 in Review
Gupta Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 51% in Q1 2016, buying an estimated $142K and bringing the position to 22,161 shares worth $438K. The position accounts for 0.1% of the portfolio, ranked #150.
Gupta Wealth Management first reported a position in XLF in Q1 2015 and has held it in 5 quarters since. 576 funds tracked by Wall St. Rank hold XLF as of Q1 2016.
- Gupta Wealth Management held 22,161 shares of State Street Financial Select Sector SPDR ETF worth $438K as of Q1 2016.
- Gupta Wealth Management bought 7,451 State Street Financial Select Sector SPDR ETF shares in Q1 2016, an estimated $142K.
- State Street Financial Select Sector SPDR ETF made up 0.1% of Gupta Wealth Management's portfolio in Q1 2016, its #150 holding.
- Gupta Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2015 and has held it in 5 quarters since.
- 576 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2016.
Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.