CWM
XPH icon

Curi Wealth Management’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Curi Wealth Management’s Portfolio XPH Stock Details XPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,600
Closed -$67K – 714
2022
Q2 		$67K Hold
1,600
– – 0.01% 204
2022
Q1 		$72K Hold
1,600
– – 0.01% 186
2021
Q4 		$73K Buy
+1,600
New +$75.8K 0.01% 163
2021
Q1 		– Sell
-1,600
Closed -$83K – 510
2020
Q4 		$83K Buy
+1,600
New +$76.5K 0.06% 124

Other funds holding XPH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return