Curi Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Curi Wealth Management's XLE Position: Q2 2023 in Review
Curi Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 4,964 shares — an estimated $206K sold.
Curi Wealth Management first reported a position in XLE in Q4 2020 and held it in 6 quarters. The position peaked at $223K in Q4 2022. 1,618 funds tracked by Wall St. Rank hold XLE as of Q2 2023.
- Curi Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
- Curi Wealth Management sold 4,964 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $206K.
- Curi Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and held it in 6 quarters.
- Curi Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $223K in Q4 2022.
- 1,618 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.
Based on Curi Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.