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Curi Wealth Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Curi Wealth Management’s Portfolio XAR Stock Details XAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5,354
Closed -$539K – 710
2022
Q2 		$539K Buy
+5,354
New +$590K 0.1% 64

Other funds holding XAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Curi Wealth Management's XAR Position: Q3 2022 in Review

Curi Wealth Management sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2022, closing a stake of 5,354 shares — an estimated $539K sold.

Curi Wealth Management first reported a position in XAR in Q2 2022 and held it in 1 quarter. The position peaked at $539K in Q2 2022. 220 funds tracked by Wall St. Rank hold XAR as of Q3 2022.

  • Curi Wealth Management reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 5,354 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2022, an estimated $539K.
  • Curi Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's State Street SPDR S&P Aerospace & Defense ETF position peaked at $539K in Q2 2022.
  • 220 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.