Curi Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-40
Closed -$5K 674
2021
Q4
$5K Buy
+40
New +$5.31K ﹤0.01% 385
2021
Q1
Sell
-173
Closed -$19K 504
2020
Q4
$19K Buy
+173
New +$18.9K 0.01% 206

Other funds holding XLV

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

Curi Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2022, closing a stake of 40 shares — an estimated $5K sold.

Curi Wealth Management first reported a position in XLV in Q4 2020 and held it in 2 quarters. The position peaked at $19K in Q4 2020. 1,438 funds tracked by Wall St. Rank hold XLV as of Q1 2022.

  • Curi Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Curi Wealth Management sold 40 State Street Health Care Select Sector SPDR ETF shares in Q1 2022, an estimated $5K.
  • Curi Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and held it in 2 quarters.
  • Curi Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $19K in Q4 2020.
  • 1,438 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2022.

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