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Spdr Ser Tr 1 3 hgh yield shares owned by Curi Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr 1 3 hgh yield (BIL) shares owned by Curi Wealth Management from 13F filings

Historical chart of Curi Wealth Management investment in Spdr Ser Tr 1 3 hgh yield

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr 1 3 hgh yield held by Curi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr 1 3 hgh yield by Curi Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1M 34k 91.39
2023-09-30 $4.2M 46k 91.82
2023-06-30 $5.4M 58k 91.82
2023-03-31 $2.4M 26k 91.82
2022-12-31 $20M 216k 91.47

More positions owned by Curi Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
JPMorgan Chase & Co. (JPM)
Applied Materials (AMAT)
Ishares Tr Core Msci Eafe (IEFA)
Mastercard Incorporated Cl A (MA)
Visa Com Cl A (V)

View all positions for Curi Wealth Management

Top funds holding Spdr Ser Tr 1 3 hgh yield

Bank of America Corporation
Wells Fargo & Company
UBS Group
Captrust Financial Advisors
Branch Banking & Trust Company
Advisor Group Holdings
Royal Bank of Canada
Capital Wealth Planning
Stifel Financial
Beacon Capital Management
AE Wealth Management
CWM
Eagle Capital Management
Howard Capital Management
Foundations Investment Advisors

View all funds holding Spdr Ser Tr 1 3 hgh yield