Gupta Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$30K Sell
447
-2,745
-86% -$184K 0.01% 569
2015
Q4
$230K Sell
3,192
-785
-20% -$55.5K 0.06% 231
2015
Q3
$263K Buy
3,977
+830
+26% +$60.7K 0.06% 211
2015
Q2
$234K Sell
3,147
-480
-13% -$35.6K 0.06% 234
2015
Q1
$263K Buy
+3,627
New +$259K 0.08% 189

Other funds holding XLV

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

Gupta Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 86% in Q1 2016, selling an estimated $184K and leaving 447 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #569.

Gupta Wealth Management first reported a position in XLV in Q1 2015 and has held it in 5 quarters since. The position peaked at $263K in Q3 2015. 545 funds tracked by Wall St. Rank hold XLV as of Q1 2016.

  • Gupta Wealth Management held 447 shares of State Street Health Care Select Sector SPDR ETF worth $30K as of Q1 2016.
  • Gupta Wealth Management sold 2,745 State Street Health Care Select Sector SPDR ETF shares in Q1 2016, an estimated $184K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #569 holding.
  • Gupta Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $263K in Q3 2015.
  • 545 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2016.

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