LYELL WEALTH MANAGEMENT, LP - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XHB and the CUSIP is 78464A888. A total of 199 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is 2.73 and the average weighting 0.1%.

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 Q4 2022
NameSharesValueWeighting ↓
BRIGADE CAPITAL MANAGEMENT, LP 860,000$65,850,20014.38%
Chicago Wealth Management, Inc. 120,804$9,249,9327.29%
Broad Peak Investment Holdings Ltd. 596,000$45,635,7205.60%
LONESTAR CAPITAL MANAGEMENT LLC 4,000$30,628,0004.35%
AFFINITY WEALTH MANAGEMENT LLC 233,786$17,900,9894.12%
Viewpoint Capital Management LLC 49,642$3,801,0883.04%
Polus Capital Management Ltd 260,000$19,908,2002.97%
BECK CAPITAL MANAGEMENT, LLC 60,303$4,617,4091.78%
Fulcrum Equity Management 19,622$1,502,4881.76%
SOROS CAPITAL MANAGEMENT LLC 50,000$3,828,5001.60%
View complete list of SPDR SERIES TRUST shareholders