Curi Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,894	Closed	-$471K	–	156
2023 Q4	$471K	Buy	4,894 +302	+7%	+$26.9K	0.07%	93
2023 Q3	$376K	Sell	4,592 -52	-1%	-$4.46K	0.06%	98
2023 Q2	$404K	Buy	4,644 +90	+2%	+$7.09K	0.05%	104
2023 Q1	$344K	Sell	4,554 -7,914	-63%	-$545K	0.05%	111
2022 Q4	$776K	Buy	12,468 +8,396	+206%	+$533K	0.11%	101
2022 Q3	$242K	Buy	4,072 +2,490	+157%	+$170K	0.04%	151
2022 Q2	$101K	Buy	1,582 +1,438	+999%	+$100K	0.02%	175
2022 Q1	$11K	Sell	144 -242	-63%	-$19K	﹤0.01%	353
2021 Q4	$33K	Buy	+386	New	+$31.8K	0.01%	206

Other funds holding XLK

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

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

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Curi Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2024, closing a stake of 4,894 shares — an estimated $471K sold.

Curi Wealth Management first reported a position in XLK in Q4 2021 and held it in 9 quarters. The position peaked at $776K in Q4 2022. 1,955 funds tracked by Wall St. Rank hold XLK as of Q1 2024.

Curi Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 4,894 State Street Technology Select Sector SPDR ETF shares in Q1 2024, an estimated $471K.
Curi Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 9 quarters.
Curi Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $776K in Q4 2022.
1,955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2024.

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