Gupta Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$78K Sell
1,980
-4,702
-70% -$175K 0.02% 370
2015
Q4
$261K Sell
6,682
-68
-1% -$2.7K 0.07% 206
2015
Q3
$251K Buy
6,750
+1,906
+39% +$73.2K 0.06% 218
2015
Q2
$185K Buy
+4,844
New +$185K 0.05% 267

Other funds holding XLY

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

Gupta Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 70% in Q1 2016, selling an estimated $175K and leaving 1,980 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #370.

Gupta Wealth Management first reported a position in XLY in Q2 2015 and has held it in 4 quarters since. The position peaked at $261K in Q4 2015. 451 funds tracked by Wall St. Rank hold XLY as of Q1 2016.

  • Gupta Wealth Management held 1,980 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $78K as of Q1 2016.
  • Gupta Wealth Management sold 4,702 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2016, an estimated $175K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #370 holding.
  • Gupta Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $261K in Q4 2015.
  • 451 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2016.

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