LYELL WEALTH MANAGEMENT, LP - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XHB and the CUSIP is 78464A888. A total of 255 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 2.36 and the average weighting 0.3%.

Quarter-by-quarter ownership
LYELL WEALTH MANAGEMENT, LP ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$357,199
-4.1%
4,665
+0.5%
0.05%0.0%
Q2 2023$372,592
+23.6%
4,640
+4.3%
0.05%
+14.3%
Q1 2023$301,532
+2.8%
4,450
-8.5%
0.04%
-8.7%
Q4 2022$293,4574,8650.05%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Marks Wealth, LLC 443,654$38,057,00011.89%
Wealth Enhancement & Preservation of GA, LLC 187,271$16,064,00010.83%
CMC Financial Group 182,529$15,657,0008.44%
VISTA FINANCE, LLC 85,362$7,322,0007.56%
Opal Wealth Advisors, LLC 124,307$10,663,0006.74%
Braun-Bostich & Associates Inc. 319,107$24,230,0005.78%
AFFINITY WEALTH MANAGEMENT LLC 319,107$24,230,0005.00%
Main Management ETF Advisors, LLC 633,100$54,307,0004.77%
360 Financial, Inc. 118,132$10,133,0004.62%
Cavalier Investments, LLC 154,162$13,224,0003.43%
View complete list of SPDR SERIES TRUST shareholders