Curi Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-30
Closed -$1K 667
2021
Q4
$1K Buy
+30
New +$1.3K ﹤0.01% 468

Other funds holding XLB

Curi Wealth Management's XLB Position: Q1 2022 in Review

Curi Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2022, closing a stake of 30 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in XLB in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 790 funds tracked by Wall St. Rank hold XLB as of Q1 2022.

  • Curi Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Curi Wealth Management sold 30 State Street Materials Select Sector SPDR ETF shares in Q1 2022, an estimated $1K.
  • Curi Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
  • Curi Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $1K in Q4 2021.
  • 790 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2022.

Based on Curi Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.