Curi Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 199 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Curi Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$1,383,000
+9.8%
32,238
+11.2%
0.24%
-58.7%
Q3 2021$1,259,000
+5.9%
28,988
+7.8%
0.58%
-2.9%
Q2 2021$1,189,000
+18.9%
26,892
+16.7%
0.60%
-6.0%
Q1 2021$1,000,000
+3.4%
23,044
+5.8%
0.63%
-9.3%
Q4 2020$967,00021,7870.70%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
CNO Financial Group, Inc. 700,000$25,095,00037.86%
PROTECTIVE LIFE CORP 731,500$26,224,00019.91%
Sage Advisory Services, Ltd.Co. 353,054$12,657,0003.62%
Barry Investment Advisors, LLC 281,646$10,097,0003.03%
Long Run Wealth Advisors, LLC 167,675$6,011,0002.33%
Vickerman Investment Advisors, Inc. 130,718$4,686,0002.22%
Wayfinding Financial, LLC 63,084$2,261,0001.99%
Golden Green, Inc. 49,976$1,792,0001.88%
Columbus Macro, LLC 124,770$4,473,0001.70%
Shulman DeMeo Asset Management LLC 121,519$4,356,0001.44%
View complete list of SPDR SER TR shareholders