Gupta Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$73K Sell
1,378
-2,266
-62% -$115K 0.02% 383
2015
Q4
$184K Sell
3,644
-1,633
-31% -$81.2K 0.05% 257
2015
Q3
$249K Buy
5,277
+1,611
+44% +$78.3K 0.06% 219
2015
Q2
$175K Sell
3,666
-111
-3% -$5.42K 0.04% 272
2015
Q1
$184K Buy
+3,777
New +$185K 0.05% 229

Other funds holding XLP

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

Gupta Wealth Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 62% in Q1 2016, selling an estimated $115K and leaving 1,378 shares worth $73K. The position accounts for 0.02% of the portfolio, ranked #383.

Gupta Wealth Management first reported a position in XLP in Q1 2015 and has held it in 5 quarters since. The position peaked at $249K in Q3 2015. 486 funds tracked by Wall St. Rank hold XLP as of Q1 2016.

  • Gupta Wealth Management held 1,378 shares of State Street Consumer Staples Select Sector SPDR ETF worth $73K as of Q1 2016.
  • Gupta Wealth Management sold 2,266 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2016, an estimated $115K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #383 holding.
  • Gupta Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $249K in Q3 2015.
  • 486 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2016.

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