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	–	507
2020 Q4	$83K	Buy	+1,600	New	+$76.5K	0.06%	124

Other funds holding XPH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Curi Wealth Management's XPH Position: Q3 2022 in Review

Curi Wealth Management sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q3 2022, closing a stake of 1,600 shares — an estimated $67K sold.

Curi Wealth Management first reported a position in XPH in Q4 2020 and held it in 4 quarters. The position peaked at $83K in Q4 2020. 66 funds tracked by Wall St. Rank hold XPH as of Q3 2022.

Curi Wealth Management reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 1,600 State Street SPDR S&P Pharmaceuticals ETF shares in Q3 2022, an estimated $67K.
Curi Wealth Management first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's State Street SPDR S&P Pharmaceuticals ETF position peaked at $83K in Q4 2020.
66 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.