Curi Wealth Management, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XPH and the CUSIP is 78464A722. A total of 80 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
Curi Wealth Management, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2022$67,000
-6.9%
1,6000.0%0.01%
+8.3%
Q1 2022$72,000
-1.4%
1,6000.0%0.01%
-7.7%
Q4 2021$73,000
-12.0%
1,6000.0%0.01%
-78.3%
Q4 2020$83,0001,6000.06%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2020
NameSharesValueWeighting ↓
Lionsbridge Wealth Management LLC 28,511$1,291,0001.50%
VISTA INVESTMENT MANAGEMENT 5,737$260,0000.14%
Wharton Business Group, LLC 50,210$2,273,0000.14%
Fullerton Fund Management Co Ltd. 48,627$2,201,0000.12%
FIRST CITIZENS BANK & TRUST CO 48,330$2,188,0000.08%
IHT Wealth Management, LLC 13,121$594,0000.04%
NWAM LLC 11,748$532,0000.04%
MAI Capital Management 52,287$2,367,0000.04%
Ameritas Advisory Services, LLC 14,598$661,0000.02%
First National Bank of South Miami 840$38,0000.02%
View complete list of SPDR SERIES TRUST shareholders