Curi Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Curi Wealth Management’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,950	Closed	-$222K	–	155
2023 Q4	$222K	Buy	+1,950	New	+$205K	0.03%	145
2022 Q4	–	Sell	-4,642	Closed	-$385K	–	207
2022 Q3	$385K	Buy	+4,642	New	+$427K	0.06%	114
2022 Q1	–	Sell	-107	Closed	-$11K	–	670
2021 Q4	$11K	Buy	+107	New	+$11.1K	﹤0.01%	315

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Curi Wealth Management's XLI Position: Q1 2024 in Review

Curi Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2024, closing a stake of 1,950 shares — an estimated $222K sold.

Curi Wealth Management first reported a position in XLI in Q4 2021 and held it in 3 quarters. The position peaked at $385K in Q3 2022. 1,213 funds tracked by Wall St. Rank hold XLI as of Q1 2024.

Curi Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 1,950 State Street Industrial Select Sector SPDR ETF shares in Q1 2024, an estimated $222K.
Curi Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and held it in 3 quarters.
Curi Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $385K in Q3 2022.
1,213 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.