Curi Wealth Management, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XPH and the CUSIP is 78464A722. A total of 71 filers reported holding SPDR SERIES TRUST in Q2 2022. The put-call ratio across all filers is 14.57 and the average weighting 0.0%.

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 Q2 2022
NameSharesValueWeighting ↓
Hochman Cole Investment Advisors, Inc. 57,020$2,451,0001.35%
Financial Management Professionals, Inc. 74,145$3,187,0001.10%
Lionsbridge Wealth Management LLC 16,844$723,0000.81%
Wharton Business Group, LLC 120,830$5,193,0000.50%
VISTA INVESTMENT MANAGEMENT 9,077$390,0000.34%
BANK HAPOALIM BM 30,772$1,323,0000.31%
CX Institutional 40,552$1,743,0000.23%
FIRST CITIZENS BANK & TRUST CO 51,285$2,204,0000.18%
Brookstone Capital Management 50,311$2,162,0000.14%
Worth Venture Partners, LLC 4,673$201,0000.10%
View complete list of SPDR SERIES TRUST shareholders