Curio Wealth, LLC Spdr Portfolio S&P 600 Small C Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Curio Wealth, LLC holds 365 shares of SPSM stock, worth $16,687. This represents 0.01% of its overall portfolio holdings.

Number of Shares

365

Holding current value

$16,687

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$44.33 - $49.55 $16,180 - $18,085	365 New	365 $16.4 Million

Others Institutions Holding SPSM

# of Institutions

939

Shares Held

209M

Call Options Held

39.5K

Put Options Held

5.8K

Financial Engines Advisors L.L.C. Santa Clara, CA

22.2M
Shares

$1.02 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$891 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$707 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$281 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.54M
Shares

$253 Million
0.05% of portfolio

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

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