Gupta Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$129K Sell
2,318
-870
-27% -$45K 0.03% 293
2015
Q4
$169K Buy
3,188
+2,294
+257% +$123K 0.04% 268
2015
Q3
$45K Sell
894
-4,110
-82% -$216K 0.01% 470
2015
Q2
$271K Sell
5,004
-357
-7% -$20K 0.07% 215
2015
Q1
$299K Buy
+5,361
New +$302K 0.09% 171

Other funds holding XLI

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

Gupta Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 27% in Q1 2016, selling an estimated $45K and leaving 2,318 shares worth $129K. The position accounts for 0.03% of the portfolio, ranked #293.

Gupta Wealth Management first reported a position in XLI in Q1 2015 and has held it in 5 quarters since. The position peaked at $299K in Q1 2015. 412 funds tracked by Wall St. Rank hold XLI as of Q1 2016.

  • Gupta Wealth Management held 2,318 shares of State Street Industrial Select Sector SPDR ETF worth $129K as of Q1 2016.
  • Gupta Wealth Management sold 870 State Street Industrial Select Sector SPDR ETF shares in Q1 2016, an estimated $45K.
  • State Street Industrial Select Sector SPDR ETF made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #293 holding.
  • Gupta Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $299K in Q1 2015.
  • 412 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2016.

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