Curi Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 209 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
Q2 2022$27,000
-12.9%
451
+0.2%
0.01%0.0%
Q1 2022$31,000
-3.1%
4500.0%0.01%
-16.7%
Q4 2021$32,000
+45.5%
450
+12.2%
0.01%
-62.5%
Q4 2020$22,0004010.02%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Pacific Financial 342,476$22,213,0239.90%
Michael S. Ryan, Inc. 163,254$9,969,8979.52%
Lutz Financial Services LLC 607,312$39,390,2574.29%
NorthRock Partners, LLC 630,470$40,892,2834.27%
Retirement Group, LLC 140,957$9,142,4503.81%
ABLE Financial Group, LLC 116,806$7,576,0543.78%
Cordatus Wealth Management LLC 58,163$3,7723.45%
FAS Wealth Partners, Inc. 491,461$31,876,1293.41%
BENJAMIN F. EDWARDS & COMPANY, INC. 1,098,350$71,2392.74%
ERn Financial, LLC 193,153$12,527,9132.72%
View complete list of SPDR SER TR shareholders