Curi Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-187
Closed -$14K 668
2021
Q4
$14K Buy
+187
New +$14.8K ﹤0.01% 287

Other funds holding XLC

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

Curi Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2022, closing a stake of 187 shares — an estimated $14K sold.

Curi Wealth Management first reported a position in XLC in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 659 funds tracked by Wall St. Rank hold XLC as of Q1 2022.

  • Curi Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Curi Wealth Management sold 187 State Street Communication Services Select Sector SPDR ETF shares in Q1 2022, an estimated $14K.
  • Curi Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
  • Curi Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $14K in Q4 2021.
  • 659 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2022.

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