Curi Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-447
Closed -$17K 669
2021
Q4
$17K Buy
+447
New +$17.6K ﹤0.01% 267
2021
Q1
Sell
-292
Closed -$8K 502
2020
Q4
$8K Buy
+292
New +$7.81K 0.01% 280

Other funds holding XLF

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

Curi Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2022, closing a stake of 447 shares — an estimated $17K sold.

Curi Wealth Management first reported a position in XLF in Q4 2020 and held it in 2 quarters. The position peaked at $17K in Q4 2021. 1,507 funds tracked by Wall St. Rank hold XLF as of Q1 2022.

  • Curi Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Curi Wealth Management sold 447 State Street Financial Select Sector SPDR ETF shares in Q1 2022, an estimated $17K.
  • Curi Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 2 quarters.
  • Curi Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $17K in Q4 2021.
  • 1,507 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2022.

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