Gupta Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$23K	Sell	946 -538	-36%	-$12.4K	0.01%	624
2015 Q4	$32K	Buy	1,484 +680	+85%	+$14.7K	0.01%	544
2015 Q3	$17K	Buy	804 +4	+0.5%	+$86	﹤0.01%	739
2015 Q2	$17K	Sell	800 -506	-39%	-$11.1K	﹤0.01%	774
2015 Q1	$29K	Buy	+1,306	New	+$30.2K	0.01%	512

Other funds holding XLU

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

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

SGI

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Gupta Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 36% in Q1 2016, selling an estimated $12.4K and leaving 946 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #624.

Gupta Wealth Management first reported a position in XLU in Q1 2015 and has held it in 5 quarters since. The position peaked at $32K in Q4 2015. 524 funds tracked by Wall St. Rank hold XLU as of Q1 2016.

Gupta Wealth Management held 946 shares of State Street Utilities Select Sector SPDR ETF worth $23K as of Q1 2016.
Gupta Wealth Management sold 538 State Street Utilities Select Sector SPDR ETF shares in Q1 2016, an estimated $12.4K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #624 holding.
Gupta Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $32K in Q4 2015.
524 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2016.

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