Spdr S&p 500 Etf shares owned by Curi Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Curi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.7M | 14k | 475.32 |
| 2023-09-30 | $1.4M | 3.3k | 427.47 |
| 2023-06-30 | $1.4M | 3.3k | 443.31 |
| 2023-03-31 | $1.3M | 3.3k | 409.38 |
| 2022-12-31 | $1.1M | 3.0k | 382.49 |
| 2022-09-30 | $676k | 1.9k | 357.29 |
| 2022-06-30 | $378k | 1.0k | 377.25 |
| 2022-03-31 | $420k | 931 | 451.13 |
| 2021-12-31 | $39k | 82 | 475.61 |
| 2020-12-31 | $21k | 57 | 368.42 |