Curi Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-75	Closed	-$3K	–	672
2021 Q4	$3K	Buy	+75	New	+$3.61K	﹤0.01%	405
2021 Q1	–	Sell	-114	Closed	-$4K	–	503
2020 Q4	$4K	Buy	+114	New	+$4.14K	﹤0.01%	317

Other funds holding XLRE

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

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

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Curi Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2022, closing a stake of 75 shares — an estimated $3K sold.

Curi Wealth Management first reported a position in XLRE in Q4 2020 and held it in 2 quarters. The position peaked at $4K in Q4 2020. 638 funds tracked by Wall St. Rank hold XLRE as of Q1 2022.

Curi Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Curi Wealth Management sold 75 State Street Real Estate Select Sector SPDR ETF shares in Q1 2022, an estimated $3K.
Curi Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and held it in 2 quarters.
Curi Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $4K in Q4 2020.
638 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2022.

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