Gupta Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Gupta Wealth Management’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$100K	Sell	4,530 -6,766	-60%	-$140K	0.02%	327
2015 Q4	$242K	Buy	11,296 +4,992	+79%	+$107K	0.06%	225
2015 Q3	$125K	Sell	6,304 -7,258	-54%	-$149K	0.03%	314
2015 Q2	$281K	Buy	13,562 +662	+5%	+$14.1K	0.07%	209
2015 Q1	$267K	Buy	+12,900	New	+$269K	0.08%	187

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Gupta Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 60% in Q1 2016, selling an estimated $140K and leaving 4,530 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #327.

Gupta Wealth Management first reported a position in XLK in Q1 2015 and has held it in 5 quarters since. The position peaked at $281K in Q2 2015. 568 funds tracked by Wall St. Rank hold XLK as of Q1 2016.

Gupta Wealth Management held 4,530 shares of State Street Technology Select Sector SPDR ETF worth $100K as of Q1 2016.
Gupta Wealth Management sold 6,766 State Street Technology Select Sector SPDR ETF shares in Q1 2016, an estimated $140K.
State Street Technology Select Sector SPDR ETF made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #327 holding.
Gupta Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $281K in Q2 2015.
568 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2016.

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