Curio Wealth, LLC Spdr Portfolio Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Curio Wealth, LLC holds 397 shares of SPMD stock, worth $22,279. This represents 0.01% of its overall portfolio holdings.

Number of Shares

397

Holding current value

$22,279

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$54.13 - $59.56 $21,489 - $23,645	397 New	397 $21.7 Million

Others Institutions Holding SPMD

# of Institutions

713

Shares Held

196M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

73.3M
Shares

$4.11 Billion
3.98% of portfolio
Betterment LLC New York, NY

17.3M
Shares

$970 Million
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$723 Million
0.3% of portfolio
Valmark Advisers, Inc.

6M
Shares

$336 Million
5.14% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$323 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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