Curio Wealth, LLC Spdr S&P 500 ETF Trust Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Curio Wealth, LLC holds 2,279 shares of SPY stock, worth $1.38 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

2,279

Holding current value

$1.38 Million

% of portfolio

0.72%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$567.81 - $607.81 $1.29 Million - $1.39 Million	2,279 New	2,279 $1.34 Billion

Others Institutions Holding SPY

# of Institutions

4,768

Shares Held

585M

Call Options Held

287M

Put Options Held

677M

Jpmorgan Chase & CO New York, NY

56.7M
Shares

$34.3 Billion
2.66% of portfolio
Morgan Stanley New York, NY

35.6M
Shares

$21.6 Billion
1.51% of portfolio
Goldman Sachs Group Inc New York, NY

33.1M
Shares

$20 Billion
3.14% of portfolio
Bank Of America Corp Charlotte, NC

29.6M
Shares

$17.9 Billion
1.43% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

18.3M
Shares

$11.1 Billion
1.88% of portfolio

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Curio Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curio Wealth, LLC with notifications on news.

Account