Curi Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-176
Closed -$17K 675
2021
Q4
$17K Buy
+176
New +$17.5K ﹤0.01% 268
2021
Q1
Sell
-562
Closed -$45K 505
2020
Q4
$45K Buy
+562
New +$43.3K 0.03% 157

Other funds holding XLY

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

Curi Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2022, closing a stake of 176 shares — an estimated $17K sold.

Curi Wealth Management first reported a position in XLY in Q4 2020 and held it in 2 quarters. The position peaked at $45K in Q4 2020. 1,031 funds tracked by Wall St. Rank hold XLY as of Q1 2022.

  • Curi Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Curi Wealth Management sold 176 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2022, an estimated $17K.
  • Curi Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and held it in 2 quarters.
  • Curi Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $45K in Q4 2020.
  • 1,031 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2022.

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