Curi Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-3,785
Closed -$253K 208
2022
Q3
$253K Buy
+3,785
New +$277K 0.04% 148
2022
Q1
Sell
-156
Closed -$12K 671
2021
Q4
$12K Buy
+156
New +$11.3K ﹤0.01% 301

Other funds holding XLP

Curi Wealth Management's XLP Position: Q4 2022 in Review

Curi Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2022, closing a stake of 3,785 shares — an estimated $253K sold.

Curi Wealth Management first reported a position in XLP in Q4 2021 and held it in 2 quarters. The position peaked at $253K in Q3 2022. 1,113 funds tracked by Wall St. Rank hold XLP as of Q4 2022.

  • Curi Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Curi Wealth Management sold 3,785 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2022, an estimated $253K.
  • Curi Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
  • Curi Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $253K in Q3 2022.
  • 1,113 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2022.

Based on Curi Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.