Curi Wealth Management, LLC Spdr Index Shs Fund Spdr S&P E Transaction History

Curi Wealth Management, LLC

$0
Q1 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$97.25 - $114.51 $25,771 - $30,345	-265 Reduced 1.83%	14,188 $1.46 Million
Q1 2022 May 06, 2022	BUY	$102.04 - $125.86 $315,303 - $388,907	3,090 Added 27.19%	14,453 $1.59 Million
Q4 2021 Feb 09, 2022	SELL	$116.98 - $130.53 $22,928 - $25,583	-196 Reduced 1.7%	11,363 $1.38 Million
Q3 2021 Oct 19, 2021	BUY	$120.47 - $133.6 $165,646 - $183,700	1,375 Added 13.5%	11,559 $1.43 Million
Q2 2021 Jul 23, 2021	BUY	$125.83 - $136.7 $183,963 - $199,855	1,462 Added 16.76%	10,184 $1.37 Million
Q1 2021 Apr 29, 2021	BUY	$127.76 - $146.03 $133,125 - $152,163	1,042 Added 13.57%	8,722 $1.15 Million
Q4 2020 Mar 19, 2021	BUY	$111.34 - $127.37 $855,091 - $978,201	7,680 New	7,680 $977,000

Others Institutions Holding GMF

# of Institutions

72

Shares Held

1.42M

Call Options Held

0

Put Options Held

0

About SPDR INDEX SHS FUND SPDR S&P E

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